TL;DR

Portfolio Performance Analyst (Fintech): Leads the end-to-end data validation process with clients for data conversion projects with an accent on understanding financial portfolio data, solving data problems, and outstanding communication skills. Focus on researching and identifying portfolio data performance discrepancies, reviewing system calculation methodologies differences, and making recommendations on how to best fix the data issues.

Location: Flexible work model with offices in New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, Dubai, and Geneva.

Salary: $80,000 - $100,000 + bonus + equity + benefits.

Company

%hirify_global% is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients.

What you will 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.
Identify and drive opportunities to improve current processes, workflows, and tools to increase efficiency and automation.

Requirements

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.
Excellent communication, organizational, and time-management skills.
Experience programming in Python language is a plus.

Culture & Benefits

%hirify_global% embraces a global flexible workforce model.
Values: Act Like an Owner, Build Together, Champion Our Clients, Drive Innovation, Embrace Learning.
%hirify_global% is proud to be an equal opportunity employer that promotes a welcoming environment where inclusion and belonging are held as a shared responsibility.