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2 days ago
We seek a skilled Portfolio Data Analyst to collaborate closely with founders, financial analysts, product managers, and engineers.
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 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.
- Bachelor's degree or higher with a 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.
- Ability to work with engineering teams to define functional and technical solutions to business problems.
- 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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