Strategic Financial Data Insights Specialist

2 weeks ago


kannur, India beBeeData Full time

Portfolio Data Analyst Role OverviewThis key role involves working closely with our founders, financial analysts, product managers, and engineers to play a pivotal part in supporting 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.Responsibilities include:Analyzing and onboarding portfolio data from various sources into Arcana's data integration ecosystem.Collaborating with engineering, product management, and data operations teams to deliver high-quality, timely, and reliable data solutions through Arcana's platform.Working with third-party data providers to integrate their data into Arcana's system.Developing and supporting data aggregation solutions based on client and third-party content tailored to user workflow needs.Collaborating with user experience, design, and project management teams to develop data-oriented workflow solutions and product enhancements.Analyzing and implementing solutions to improve data operations and pipeline efficiency.Key requirements for this role include:A minimum GPA of 8.0+Data analysis experience with exposure to finance and investment management.Strong communication and interpersonal skills for collaborating with vendors, clients, and internal teams.Ability to communicate complex ideas, problems, and solutions clearly both verbally and in writing for development, sales, clients, and third-party data providers.Ability to work with engineering teams to define functional and technical solutions to business problems, including a solid understanding of data development, data modeling, and writing/reviewing technical documentation.A passion for the finance and technology space, with a focus on solving complex problems in the investment management industry.



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