Analyst
Who We Are:
At The Fox Alliance, we are passionate about bringing financial empowerment to not only our clients, but our community around us. We are firmly committed to our four Core Values….
We are People-First, recognizing that we exist for our clients, but because of our team. This philosophy guides how we treat our employees, serve our clients, and build our workplace culture. We foster a supportive, inclusive, and empowering environment where individuals are respected, heard, and given the tools to grow personally and professionally.
Because the work we do is deeply impactful in the lives of the people we serve, we are Purpose Driven.
We are Always Improving, because good is not good enough. Every day is an opportunity to learn and grow.
Lastly, we Own the Outcome! Because ownership means taking responsibility for the end-result, not just the task at hand.
Join The Fox Alliance and be part of our team that was recently named to the 2026 Inc. 5,000 “Fastest Growing Private Companies in America” list as well as Forbes “Best-in-State Wealth Management Teams”.
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Job Overview
We're looking for an experienced Analyst to join our growing wealth management team in Austin, TX. This role sits at the intersection of data, finance, and design, turning raw numbers into tools that directly shape how leadership makes decisions and how clients experience our firm.
We are looking for someone who already has hands-on experience building things in Excel, BI tools, and AI-assisted workflows. The ideal candidate has made mistakes, learned from them, and developed a real instinct for what "great" work looks like. In exchange, you'll get a level of ownership, visibility, and trust that's hard to find at a larger firm.
The ideal candidate combines technical fluency with a sharp eye for numbers, patterns, and design. If a typo or a misaligned chart bothers you more than it bothers most people, you'll fit right in.
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What Analysts Own
Previous analysts on our team have built and maintained tools like:
- A live Power BI dashboard tracking AUM and production KPIs over time, used directly by leadership to monitor firm growth
- Excel-based models that automate trading calculations across thousands of client accounts
- A live Tableau dashboard visualizing firm acquisition activity over time and across the country, supporting our advisor recruiting and M&A strategy
You'll inherit, maintain, and continue to evolve tools like these, and you'll have real input into what gets built next as the firm continues to grow.
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Key Tasks & Activities
- Build and maintain advanced Excel models and tools using lookups, pivot tables, Power Query, and macros/VBA
- Design and maintain dashboards in Tableau and/or Power BI
- Leverage AI tools to accelerate analysis, automate repetitive tasks, and prototype new solutions
- Prepare polished, visually clean PowerPoint presentations and materials for leadership, advisors, and client-facing use
- Partner with Operations, HR, and leadership to identify opportunities for process improvement
- Maintain data accuracy and integrity across all reporting tools and systems
- Continuously look for smarter, faster ways to get to an answer — and bring those ideas forward
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Qualifications
- Bachelor’s degree in finance, business, economics, data analytics, or a related quantitative field
- 2+ years of hands-on analyst, internship, or equivalent experience building real reports and tools
- Advanced proficiency in Microsoft Excel, including lookups, Power Query, pivot tables, and macros/VBA
- Experience with Tableau and/or Power BI, including building dashboards from scratch
- Comfortable and experienced using AI tools to solve problems, build tools, and increase efficiency
- Immaculate attention to detail; you catch the things others miss
- Quick learner, comfortable picking up new tools and systems on the fly
- Ambitious and driven, with a strong sense of ownership over your work
- Strong PowerPoint skills and an eye for clean, professional design
- Interest in finance, wealth management, or financial markets
- Exposure to CRM systems (e.g., Salesforce) or project management tools (e.g., Asana)
- A portfolio or examples of dashboards, models, or presentations you've built
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Work Arrangement
This role is based in our Austin, TX office and works primarily in person, with potential opportunity for hybrid flexibility based on business needs and performance.
Why Join Us?
While you make a difference for others, we'll work to make a difference for you by providing an uplifting, collaborative work environment and benefits that reflect your value to us.
- Competitive salary, base of $80,000 to $90,000
- Health, dental, and vision insurance
- 401(k) with company match
- Paid time off and holidays
- Professional development opportunities
- Flexible and hybrid scheduling
- Direct mentorship and visibility with firm leadership — your work won't get lost in a large org chart
We are an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Pay: $80,000.00 - $90,000.00 per year
Benefits:
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Paid holidays
- Paid time off
- Parental leave
- Professional development assistance
- Vision insurance
Education:
Ability to Commute:
- Austin, TX 78735 (Required)
Ability to Relocate:
- Austin, TX 78735: Relocate before starting work (Required)
Work Location: Hybrid remote in Austin, TX 78735
