
Data Portfolio Specialist
3 days ago
Unlock the Power of Data Analysis
\We are seeking dynamic professionals to join our team and collaborate closely with founders, financial analysts, product managers, and engineers. In this role, you'll play a pivotal part in supporting client onboarding and success teams.
\Responsibilities:
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- 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 a range of 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.\
- 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 to serve clients and grow the business.\
- Contribute to the evolution of our financial data solutions, ensuring our platform remains a leading integrator of market-traded and alternative asset data.\
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Requirements:
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- 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 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.\
- Experience working with financial data and concepts relevant to our clients and products is highly preferred.\
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