Job Description:
The Ascent Family Office Data Analyst supports the health and accuracy of Ascent’s reporting ecosystem — primarily across Tableau, Addepar, and Salesforce. This role ensures that data flowing into dashboards and reports is complete, consistent, and reliable, enabling leaders to make confident, data‑driven decisions. In addition to traditional reporting responsibilities, this position increasingly focuses on leveraging AI‑enabled tools, including Microsoft Copilot, AI agents, Tableau and Power BI platform capabilities, to improve data operations, reduce manual effort, and enhance reporting scalability. The analyst is responsible for ongoing data integrity, including monitoring data quality across systems, reconciling discrepancies, validating data feeds, and troubleshooting issues that could impact reporting accuracy. The role will also incorporate AI‑assisted data validation, anomaly detection, and workflow automation to drive greater efficiency. A core function of this position is to build, enhance, and maintain Tableau dashboards and data sources, ensuring visualizations remain accurate, accessible, and aligned with evolving business requirements. The analyst will also support Addepar data maintenance and provide routine Salesforce reporting, helping ensure stakeholders have dependable insights into client, operational, and performance data. As a cross‑functional collaborator across analytics, operations, and front‑office teams, the Ascent Data Analyst keeps multi‑step workflows moving—communicating proactively, documenting processes clearly, and following through from data intake to final output. Increasingly, this includes identifying opportunities to streamline processes using AI, automation, and digital agents.
