Analytical Portfolio Specialist

4 days ago

Kannur, Kerala, India beBeeDataExpert Full time ₹ 1,00,00,000 - ₹ 2,00,00,000
Portfolio Data Analyst Role

We are seeking a skilled Portfolio Data Analyst to support our client onboarding and success team.

This role requires a strong ability to analyze financial data, translate insights into actionable strategies, and effectively guide clients through our platform's features to drive their success.

  • Key Responsibilities:
  • 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.
  • 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 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:
  • 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 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 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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