
Financial Data Insights Specialist
3 days ago
We are seeking highly skilled professionals to support our client onboarding and success team by analyzing financial data and providing actionable insights.
The ideal candidate will have a strong ability to work with various data sources, collaborate with cross-functional teams, and effectively communicate complex ideas to both technical and non-technical stakeholders.
Main Responsibilities:
- Analyze and onboard portfolio data from various sources into the data integration ecosystem.
- Collaborate with engineering, product management, and data operations teams to deliver high-quality, timely, and reliable data solutions through the platform.
- Develop and support data aggregation solutions based on client and third-party content, tailored to user workflow needs.
- Analyze and implement solutions to improve data operations and pipeline efficiency.
Key Requirements:
- 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.
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