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Role deep-dive· Data & analytics

📊FinTech Data Analyst

Turns broken custodian feeds into board-ready dashboards.

Sourced from 9 recent JDs · snapshot taken 2026-06-20

Salary Lab · live estimate

What this role pays — by city, years & skill stack

New York · Wall Street + wirehouses + a fintech bench
$106k
$91k – $125k median band

Illustrative ranges — calibrated from Levels.fyi, Glassdoor and Robert Half wealth-tech guides. Real offers vary widely by firm, equity, and team. Use this to compare cities & skill stacks, not as a quote.

How the work gets done

The same four lenses we use on every capability and skill page.

We're still mapping this — ping us if you have insight.
Day-in-the-life

Thursday — the custodian feed dropped 1,400 lots

Your nightly reconciliation finds breaks on 1,400 tax-lots. You write a quick pandas script to bucket them by symbol and date, find the culprit (a corporate action with the wrong CUSIP), and prototype a RAG check over the issuer's 8-K to flag the next one automatically.

Top skills for this role

  • Job demand52%
  • Job demand75%
  • Job demand30%
  • Job demand35%
  • Job demand58%
  • Job demand28%

How this role evolves

As advisor-facing agents mature, the work splits into judgment humans keep and execution agents own.

Humans keep doing
  • →Break investigation
  • →Storytelling for ops
  • →Model-risk judgment
Agents take over
  • →Nightly reconciliation flagging
  • →8-K monitoring
  • →Dashboard auto-generation
Adjacent future role
🤖AI / Agentic-AI Engineer — Wealth

You build Dynasty Financial's AI agent that ingests an advisor's full client book from Addepar, retrieves relevant plann

Recommended path

How to land — and survive — as a FinTech Data Analyst

  1. Step 1 · Free · play now
    Run the Skill DNA drill — see where you stand on Data reconciliation across silos
    Hands-on drill

    A fast, scenario-based self-assessment. Replayable, no signup, 5–10 minutes. Different from the multiple-choice quizzes further down the page.

    Start the drill
  2. Step 2 · Premium · full playbook
    FinTech Data Analyst playbook (preview)

    Hand-curated checklists, real templates, and the failure modes nobody documents — see the first 30% free.

    Preview the playbook
    Preview
  3. Step 3 · 1:1 · operator session
    Mock interview with an operator

    30-minute 1:1: role-specific case prompts, portfolio review, and offer-negotiation talk-track.

    Book a slot
    Live
Practice & explore

Drills, quizzes, vendor matrix, industry map, and reads — all in one place.

Want a mock interview for this role?
Book a 1:1 →