Financial Data Strategist

5 days ago

Ajmer, Rajasthan, India beBeeData Full time US$ 90,000 - US$ 1,20,000
Portfolio Data Analyst

We are seeking skilled professionals to fill the position of Portfolio Data Analyst. As a member of our team, you will play a crucial role in supporting our client onboarding and success team. Your key responsibilities will include analyzing financial data, translating insights into actionable strategies, and guiding 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.
  • 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.
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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