Portfolio Operations Specialist

5 days ago


moradabad, India beBeeDataAnalysis Full time

Join our team as a dynamic Data Analyst to collaborate closely with financial analysts, product managers, and engineers. You'll play a pivotal role in supporting client onboarding and success.Key Responsibilities:Analyze portfolio data from various sources into our ecosystem.Collaborate with engineering, product management, and data operations teams for high-quality data solutions.Integrate third-party data providers into our system.Develop aggregation solutions tailored to user workflow needs.Enhance data-oriented workflows with UX, design, and project management teams.Improve data operations pipeline efficiency.Understand our products and clients to identify new opportunities.Requirements:GPA of 8.0+Data analysis experience in finance and investment management.Strong communication skills for collaboration with vendors, clients, and internal teams.Clear verbal and written communication for development, sales, clients, and data providers.Ability to work with engineering teams to define technical solutions.A passion for finance and technology with a focus on solving complex problems.Experience working with financial data is highly preferred.



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