Investor Account Data Analyst
B3G - Skyline Belgrade, Kneza Milosa 88, Belgrade, Serbia
USD 147K-204K (estimate) Executive-level Full Time
Tasks
- Apply client specific validation rules
- Collaborate with internal departments
- Communicate with clients and resolve issues
- Coordinate access to new GPs and notices
- Ensure investor data accuracy
- Escalate client issues
- Process client cash flows and valuations
- Support digital transformation and workflow improvements
- Validate investor data
Perks/Benefits
- Education reimbursement
- Family support programs
- Flexible time off
- Health and wellness resources
- Hybrid work model
- Retirement investment
Skills/Tech-stack
Client Reporting | Communication | Data Quality | Data Reconciliation | Data Validation | Workflow automation
Education
N/A
Roles
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