The Role
A Portfolio Data Consultant leads the end-to-end data validation process with clients for data conversion projects. The ideal candidate will have a strong understanding of financial portfolio data, a motivation to work on data problems, outstanding communication skills, and the ability to deliver results in adherence to project deadlines while meeting high-quality standards. They are passionate about understanding our client's needs, taking a hands-on approach to solving problems, working collaboratively with internal teams, and taking ownership of our client's success.
What You’ll Do
- Lead the data validation process end-to-end with the client and internal projects teams
- Hold recurring training and working sessions with the clients throughout the data validation project until completion
- Support clients with researching and identifying portfolio data performance discrepancies and make recommendations on how to best fix the data issues
- Review, compare, and document system calculation methodologies differences
- Coordinate across project teams, communicating regular status updates for assigned data projects and while effectively setting expectations
- Raise key issues to project team members and senior leadership
- Prioritize and context-switch effectively to complete simultaneous projects, seeing each through to the finish line
- Identify and drive opportunities to improve current processes, workflows, and tools to increase efficiency and automation
Who You Are
- B.S in Finance, Mathematics, Statistics, Business or Economics
- 2+ years experience working in Finance and Technology
- Understands financial markets and has experience with financial products and portfolio data
- Positive attitude, strong work ethic, proactive and a high contributing teammate
- Independent, adaptable, and can thrive in a fast-paced environment
- Excellent communication, organizational, and time-management skills
- Experience programming in Python language is a plus
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