Portfolio Financial Data Specialist

7 days ago

Meerut, Uttar Pradesh, India beBeeData Full time ₹ 90,00,000 - ₹ 1,20,00,000
Job Overview:

We are seeking a detail-oriented professional to fill the role of Portfolio Data Analyst. This position is pivotal in supporting our client onboarding and success teams.

The ideal candidate will possess 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.

Key Responsibilities:

  • Analyze and onboard portfolio data from various sources into our data integration ecosystem.
  • Collaborate with engineering, product management, and data operations teams to deliver high-quality, timely, and reliable data solutions through our platform.
  • Work with third-party data providers to integrate their data into our system.
  • Develop and support data aggregation solutions based on client and third-party content, tailored to user workflow needs.
  • Collaborate with user experience, design, and project management teams to develop data-oriented workflow solutions and product enhancements.
  • Implement solutions to improve data operations and pipeline efficiency.
  • Understand our products and clients, working closely with internal stakeholders to identify new opportunities to serve clients and grow the business.
  • Contribute to the evolution of our financial data solutions, ensuring the platform remains a leading integrator of market-traded and alternative asset data.

Required Skills and Qualifications:

  • 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.

What We Offer:

As a Portfolio Data Analyst, you will be an integral part of our team, working closely with cross-functional groups to deliver high-quality solutions that drive business growth and customer satisfaction.

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