
Strategic Financial Insights Lead
7 days ago
We are seeking dynamic data analysts to collaborate closely with founders, financial analysts, product managers, and engineers.
You'll play a pivotal part in supporting client onboarding and success teams. You'll need 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.
About the Role:- 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.
- Work with third-party data providers to integrate their data into our system.
- Develop data aggregation solutions based on client and third-party content, tailored to user workflow needs.
- Collaborate with UX, design, and project management teams to develop data-oriented workflow solutions and product enhancements.
- Analyze and implement solutions to improve data operations and pipeline efficiency.
- Understand our products and clients, working closely with internal stakeholders to identify new opportunities.
- GPA of 8.0+
- Data analysis experience with finance exposure.
- Strong communication and interpersonal skills for collaborating with vendors, clients, and teams.
- Ability to communicate complex ideas clearly both verbally and in writing.
- Ability to work with engineering teams to define functional and technical solutions.
- A passion for the finance and technology space.
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