
Portfolio Data Analysis Specialist
1 day ago
Job Title: Portfolio Data Analyst
We are seeking a skilled data analyst to support our client onboarding and success team.
Key Responsibilities:- Analyzing and integrating portfolio data from various sources into our system is crucial for this role.
- This position involves collaboration with cross-functional teams, including engineering, product management, and data operations, to deliver high-quality data solutions.
- Working with third-party data providers to integrate their data into our platform is another key responsibility.
- Developing and supporting data aggregation solutions tailored to user workflow needs is essential for success.
- Collaborating with UX, design, and project management teams to develop data-oriented workflow solutions and product enhancements is also a key aspect of this role.
- Improving data operations and pipeline efficiency through analysis and implementation of solutions is a critical task.
- Understanding our products and clients, working closely with internal stakeholders to identify new opportunities to serve clients and grow the business, is vital.
- Contributing to the evolution of our financial data solutions, ensuring our platform remains a leading integrator of market-traded and alternative asset data, is a long-term goal.
To be successful in this role, you will need a GPA of 8.0+, experience in data analysis with exposure to finance and investment management, strong communication and interpersonal skills, and the ability to communicate complex ideas clearly both verbally and in writing.
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