
Portfolio Data Lead
2 days ago
We are seeking a dynamic Portfolio Data Analyst 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 our client onboarding and success teams.
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 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 the platform remains a leading integrator of market-traded and alternative asset data.
Requirements:
- 8.0+ GPA
- Experience with data analysis and finance
- Strong communication and interpersonal skills for collaborating with vendors, clients, and internal teams
- Ability to communicate complex ideas clearly both verbally and in writing
- Ability to work with engineering teams to define functional and technical solutions
- Passion for finance and technology
- Experience working with financial data is highly preferred
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