Data Analyst I

About the Job
If you are hired to this position, you will be employed by Magnit Global. You will not be employed by City National Bank.
The Opportunity
We are seeking a detail-oriented and proactive Data Analyst to support a critical data enhancement initiative.
The Responsibilities
Benefits: Medical, Dental, Vision, 401K
The Opportunity
We are seeking a detail-oriented and proactive Data Analyst to support a critical data enhancement initiative.
The Responsibilities
- Validate data inputs from sourcing documentation or systems,
- Thorough QA/QC review
- Updating and maintaining our custodian system to ensure complete and accurate data capture.
- Update the custodian system by identifying and populating missing data fields.
- Assist in reviewing client records to identify missing data inputs.
- Track and monitor the progress of data capture, validation, and review.
- Collaborate with internal teams to ensure a coordinated and efficient process.
- Maintain accurate records and documentation throughout the data lifecycle.
- Additional adhoc projects as needed.
- Bachelor's Degree or equivalent experience
- 1–3+ years in a data analyst, data quality, or operations analyst role
- Experience with data validation, QA/QC, and record management
- Familiarity with custodian systems, CRM, or enterprise data management tools
- Data Management Tools: Excel (advanced functions, VLOOKUP, pivot tables, data cleaning), SQL, Access, or similar
- Data Quality/Validation: Ability to audit, identify inconsistencies, and reconcile missing/incorrect data
- System Knowledge: Experience updating records in enterprise systems or custodian platforms
- Documentation: Strong skills in tracking, monitoring, and maintaining data lifecycle documentation
- Knowledge of financial services, investment operations, or custodian data preferred
- Familiarity with regulatory or compliance-driven data requirements preferred
- Exposure to data enhancement or data governance projects preferred
- Experience with workflow tools (JIRA, Smartsheet, SharePoint, or similar) preferred
Benefits: Medical, Dental, Vision, 401K
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