Portfolio Data Discovery Analyst

Employer Industry: Financial Technology

Why consider this job opportunity:

• Salary up to $ (base salary) + bonus + equity + benefits
• Opportunity for career advancement and growth within the organization
• Collaborative work environment that emphasizes teamwork and innovation
• Engage with a diverse client base including RIAs, Multi-Family Offices, and Investment Banks
• Unique chance to work on complex data projects that impact company growth
• Commitment to diversity and inclusion in the workplace

• Lead complex data projects by gathering and documenting client requirements and managing stakeholder expectations
• Ensure build-readiness by acquiring data sets with sufficient data points for execution
• Navigate technical roadblocks by identifying and resolving provider limitations
• Validate file contents and ensure data integrity before transitioning projects to the build team
• Continuously refine workflows and tools to streamline the discovery to build lifecycle

• At least 3 years of experience in data analysis and project management
• Extensive knowledge of marketable securities and familiarity with alternative assets is highly preferred
• Proficiency in SQL, Python, or R for data querying and analysis within Databricks
• Experience with project management tools such as Jira and Confluence
• Familiarity with diverse file formats and transmission methods

• Knowledge of data structures and experience with various file formats (XML, JSON, etc.)
• Strong problem-solving skills and a proactive approach to overcoming vendor-related challenges
• Exceptional interpersonal skills with the ability to communicate effectively across various stakeholders
• Experience working in a fast-paced environment with multiple simultaneous projects
• A passion for continuous learning and personal development

#Financial Technology #Data Analysis #Project Management #Career Growth #Diversity And Inclusion

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