
Financial Analyst and Portfolio Specialist
1 day ago
Drive Business Success with Data Analysis
We are seeking a skilled data analyst to collaborate closely with our founders, financial analysts, product managers, and engineers. In this role, you'll play a pivotal part in supporting client onboarding and success.
Key Responsibilities:- Analyze and onboard portfolio data from various sources into our ecosystem.
- Collaborate with engineering, product management, and data operations teams to deliver high-quality, timely, and reliable data solutions through our platform.
- Integrate third-party data into our system to enhance user experience.
- Develop data aggregation solutions tailored to user needs.
- Collaborate with user experience, design, and project management teams to develop data-oriented workflow solutions.
- Improve data operations and pipeline efficiency.
- Understand products and clients to identify new opportunities.
- GPA of 8.0+
- Data analysis experience in finance and investment management.
- Strong communication and interpersonal skills for vendor and internal team collaboration.
- Ability to communicate complex ideas clearly verbally and in writing.
- Experience working with engineering teams to define functional and technical solutions.
- A passion for the finance and technology space.
- Relevant financial data experience is highly preferred.
This role offers a unique opportunity to make a significant impact in the finance and technology industry. You will work closely with cross-functional teams to deliver innovative solutions that drive business success.
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