The Portfolio Data Analyst supports client onboarding and analyzes financial data, collaborating with various teams to enhance data solutions.
We are seeking dynamic Portfolio Data Analysts to join our team and collaborate closely with our founders, financial analysts, product managers, and engineers. In this role, you'll play a pivotal part in supporting our client onboarding and success team. You'll need a strong ability to analyze financial data, translate insights into actionable strategies, and effectively guide clients through our platform's features to drive their success.
Responsibilities:
- Analyze and onboard portfolio data from various sources into Arcana's data integration ecosystem.
- Collaborate with engineering, product management, and data operations teams to deliver high-quality, timely, and reliable data solutions through Arcana's platform.
- Work with a range of third-party data providers to integrate their data into Arcana's system.
- Develop and support data aggregation solutions based on client and third-party content, tailored to user workflow needs.
- Collaborate with user experience, design, and project management teams to develop data-oriented workflow solutions and product enhancements.
- Analyze and implement solutions to improve data operations and pipeline efficiency.
- Understand Arcana's products and clients, working closely with internal stakeholders to identify new opportunities to serve clients and grow the business.
- Contribute to the evolution of Arcana's financial data solutions, ensuring the platform remains a leading integrator of market-traded and alternative asset data.
Requirements:
- GPA of 8.0+
- Data analysis experience with exposure to finance and investment management.
- Strong communication and interpersonal skills for collaborating with vendors, clients, and internal teams.
- Ability to communicate complex ideas, problems, and solutions clearly both verbally and in writing for development, sales, clients, and third-party data providers.
- Ability to work with engineering teams to define functional and technical solutions to business problems, including a solid understanding of data development, data modeling, and writing/reviewing technical documentation.
- A passion for the finance and technology space, with a focus on solving complex problems in the investment management industry.
- Experience working with financial data and concepts relevant to Arcana's clients and products is highly preferred.
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