
Senior Financial Data Specialist
1 day ago
We are seeking a dynamic Portfolio Data Analyst to collaborate closely with our founders, financial analysts, product managers, and engineers. In this role, you will play a pivotal part in supporting client onboarding and success teams.
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 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 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.
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 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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