Senior Portfolio Financial Insight Specialist

7 days ago


rajkot, India beBeeDataAnalyst Full time

Job DescriptionWe are seeking a Portfolio Data Analyst to support our client onboarding and success team.The successful candidate will have a strong ability to analyze financial data, translate insights into actionable strategies, and effectively guide clients through our platform's features to drive their success.Key Responsibilities Include:Onboard portfolio data from various sources into Arcana's data integration ecosystem.Collaborate with engineering, product management, and data operations teams to deliver high-quality, timely, and reliable data solutions through Arcana's platform.Integrate third-party data providers into Arcana's system.Develop data aggregation solutions based on client and third-party content, tailored to user workflow needs.Collaborate with UX, design, and project management teams to develop data-oriented workflow solutions and product enhancements.Improve data operations and pipeline efficiency by analyzing and implementing solutions.Requirements:A GPA of 8.0+ is preferred.Data analysis experience with finance and investment management exposure is required.Strong communication and interpersonal skills for collaborating with vendors, clients, and internal teams are essential.The ability to communicate complex ideas clearly both verbally and in writing is necessary.Working with engineering teams to define functional and technical solutions is also important.A passion for finance and technology, solving complex problems in investment management, is highly valued.



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