Financial Data Analyst (Wealth Tech)
Tasks
- Assess cost and process impacts of new features
- Build tools and processes for data reconciliation
- Enhance internal data systems for efficiency and timeliness
- Ensure data accuracy, completeness, and consistency
- Ensure data security and privacy compliance
- Extract and aggregate investment portfolio data
- Identify and escalate aging exceptions
- Investigate and resolve data inconsistencies and errors
- Liaise with custodians to address data source gaps
- Manage data operations
- Reconcile trading history and end of day holdings
- Resolve data related stakeholder queries
- Train staff on data processes and systems
Perks/Benefits
- N/A
Skills/Tech-stack
Data Aggregation | Data Privacy | Data Quality | Data Reconciliation | Data Security | Data Wrangling | Microsoft Excel | Python | SQL | Table Data | Table Data Quality | Tableau | Trading History Reconciliation
Education
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