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Senior Financial Data Specialist
2 weeks ago
As a Portfolio Data Analyst, you will play a pivotal role in supporting our client onboarding and success team by analyzing and onboard portfolio data from various sources into our data integration ecosystem.
Key Responsibilities:
- Analyze and integrate portfolio data from diverse sources to deliver high-quality, timely, and reliable data solutions through our platform.
- Collaborate with cross-functional teams to develop innovative data aggregation solutions tailored to user workflow needs.
- Work closely with stakeholders to identify new opportunities for growth and business development.
- Implement process improvements to enhance data operations and pipeline efficiency.
Requirements:
- A strong foundation in data analysis, particularly with exposure to finance and investment management.
- Excellent communication and interpersonal skills for effective collaboration with vendors, clients, and internal teams.
- Ability to communicate complex ideas clearly both verbally and in writing.
- Strong analytical and problem-solving skills to drive business outcomes.
