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Location
In office
Seniority
Senior · 6+ years exp
Overview
Company
Impact
Profile match
CAPTRUST is a national investment advisory firm serving both institutions and private wealth clients. It provides retirement plan consulting, endowment and foundation advice and personal wealth management, with a nationwide network of advisors built largely through acquisitions of other advisory practices. The firm was founded in 1997 in Raleigh, North Carolina, where it remains headquartered, with Fielding Miller as a co-founder and longtime chief executive.

Overview

WHO are we looking for?

CAPTRUST is seeking a Data Quality Analyst to lead the firm's data quality program. This Analyst will partner with teams across the firm to define, monitor, track, and enforce data quality rules that improve trust in reporting and analytics. This role is ideal for an experienced professional who combines strong SQL skills with cross-department collaboration to identify issues and drive remediation.

Responsibilities

  • Lead the firm's data quality program by identifying, defining, and prioritizing data quality rules in partnership with business owners and data stewards
  • Design and maintain automated SQL based data quality tests via dbt and collaborate with data engineers to embed testing into the analytics warehouse build process
  • Define critical data elements (CDEs) and measurable quality standards (e.g., completeness, validity, accuracy, timeliness) and document acceptance criteria
  • Monitor data quality through reports and dashboards, implementing alerts, tracking trends, SLAs, and communicating status, risks, and progress to business owners
  • Manage the data quality issue lifecycle from detection through remediation and verification, including triage, ownership, and root cause analysis
  • Promote data quality best practices, support governance alignment (definitions, metadata, lineage), and maintain clear documentation of rules, exceptions, and coverage

Qualifications

Minimum Qualifications:

  • Bachelor's degree in data analytics, computer science, information systems, or a related field (or equivalent work experience)
  • 6+ years of experience in a data quality, analytics, business intelligence, or data engineering-adjacent role
  • Advanced proficiency in SQL, including complex queries for profiling, validation, reconciliation, and root cause analysis
  • Experience defining and operationalizing data quality rules, thresholds, and automated checks, including monitoring and exception handling
  • Understanding of data governance concepts (definitions, metadata, lineage, stewardship) and how they support secure, discoverable, and documented data assets
  • Ability to manage multiple projects, prioritize tasks, and meet deadlines in a fast-paced environment
  • Strong business acumen and problem-solving skills, with the ability to explain data issues, impacts, and remediation options in business-friendly terms

Desired Qualifications/Skills:

  • Familiarity with dbt (tests, sources, models, documentation) or similar frameworks.
  • Experience with Power BI or similar business intelligence platforms.
  • Experience operating a data issue management process (ticketing, severity, SLAs) and coordinating remediation across teams.
  • Comfort with data modeling and ETL concepts and partnering with Data Engineers to embed controls into pipelines and CI/CD.
  • Experience working with CRM systems (e.g. Microsoft Dynamics)
  • Excellent communication and stakeholder management skills, with the ability to influence without authority and drive adoption of standards.
  • High standard of professionalism, integrity, and accountability.

WHAT can you expect from your career at CAPTRUST?

Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.

Our Employee Benefits Package shows how much we value our team. Some benefits include:

  • Company discretionary bonus
  • Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms
  • Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods.
  • Paid time off (PTO) or Paid Sick Leave (PSL)

WHERE will you be working?

4208 Six Forks Rd #1700 | Raleigh, NC 27609

Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite

HOW do we build a world class organization one brick at a time?

We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.

Are you the next brick?

To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:

  • Ability to build successful, collaborative, and trusting relationships
  • Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
  • A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
  • Inherent desire to give back to our communities and enrich the lives of those around us
  • An other-centered mindset
  • Integrity through maintaining objectivity

EEO/Diversity Statement:

At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.

It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #mid-senior

This position will remain open until filled.

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