Focus Financial Partners · 6 hours ago
Data Scientist
Greater Boston
Full-time
Onsite
Mid Level
$180K/yr - $240K/yr
3+ years expFocus Financial Partners is a leading partnership of fiduciary wealth management and related financial services firms. They are seeking a Data Scientist to accelerate their journey toward data-driven wealth management by analyzing complex datasets and designing predictive models.
Asset ManagementFinanceFinancial ServicesWealth Management
Responsibilities
Analyze large, complex financial and client datasets to uncover trends, behavioral patterns, and investment signals
Design, validate, and operationalize predictive models to support asset allocation, risk assessment, and client segmentation strategies
Collaborate with business and financial stakeholders to translate strategic objectives into analytical approaches and data-driven solutions
Build and maintain scalable data pipelines and workflows, ensuring reliable data ingestion, transformation, and quality within Snowflake environments
Develop intuitive dashboards, visualizations, and reporting artifacts (Power BI, Tableau, or similar) to communicate insights and influence decision-making
Work closely with engineering teams to integrate analytical outputs and models directly into core wealth management systems and workflows
Maintain thorough documentation and uphold data governance, controls, and compliance standards aligned with financial regulations and industry best practices
Qualification
Required
Bachelor's or Master's degree in Data Science, Computer Science, Statistics, Finance, or a related quantitative field
3+ years of hands-on experience in Data Science, ideally within financial services, wealth management, investment analytics, or related sectors
Strong programming experience in Python or R for statistical modeling, machine learning, and data manipulation
Proficiency in SQL and demonstrated experience with Snowflake for data warehousing and analytical workloads
Solid understanding of financial instruments, portfolio construction, performance metrics, and risk modeling concepts
Experience with data visualization and business intelligence platforms (e.g., Tableau, Power BI, Looker)
Familiarity with cloud environments (AWS, Azure, or GCP) and modern data stack components
Exceptional communication and stakeholder engagement skills, with the ability to convey complex concepts to non-technical audiences
Preferred
Experience with OpenAI function calling, MCP servers, or custom agent integration
Experience with Retrieval-Augmented Generation (RAG) and vector database expertise
Experience working with modern LLMs (OpenAI, Anthropic, Google)
Benefits
Annual cash bonus
Comprehensive benefits package
Medical
Dental
Vision
Life
401(k)
Company
Focus Financial Partners
Focus Financial Partners is a partnership of fiduciary wealth management firms that offers support and access to capital for growth.
5001-10000 employees
Funding
Current Stage
Public CompanyTotal Funding
$85M2023-02-27Acquired
2018-07-25IPO
2009-11-16Series Unknown· $50M
Leadership Team
Michael Nathanson
Chief Executive Officer
Adam Birenbaum
President
Recent News
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