Investment Data Analyst - Automation

Investment Data Analyst - Automation About the Role
Our client, a leading fintech firm, is seeking an Investment / Financial Data Analyst to join the Automation team in Stamford, CT. This role will ensure a seamless flow of financial data for the firm s clients and internal teams. This individual will support business critical processes from portfolio management system conversions to performance reconciliation and will be part of a dynamic team focused on innovation and efficiency, working with cutting-edge technology to streamline client onboarding and reporting.
Responsibilities

• Lead data conversion projects, including extracting, transforming, and loading (ETL) data between portfolio management systems. This involves understanding source system requirements, mapping data to new system standards and managing the conversion of large datasets from legacy systems.

• Integrate historical financial data by converting potentially complex and unstructured data files and statements into structured formats suitable for backfilling.

• Provide support for automated data feeds, troubleshooting issues and ensuring the seamless transformation of daily financial transactions and positions into source system imports. This requires a strong understanding of the automated data processing system.
• Respond to ad-hoc data requests from client-facing teams, providing timely and accurate information.

Qualifications

• Bachelor's degree with a concentration in finance, computer science, statistics, mathematics, data science, or a similar field

• 2-5+ years in the financial industry, demonstrating a proven track record of financial product support, technical proficiency and solid accounting knowledge

• Expertise with Addepar and familiarity with other portfolio management systems, such as Axys, Black Diamond, Orion.

• Advanced proficiency in Excel and text file manipulation.

• Experience with at least one of the following: Python, SQL, Power Automate or other large data set software, demonstrating the ability to extract and transform data

• Understanding of Salesforce, Monday.com and Jira
• Strong interpersonal verbal and written communication skills and comfortable communicating with clients as needed

Benefits
This role offers a competitive compensation package including base salary, equity for all full-time employees and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

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