TL;DR

Portfolio Data Operations Analyst (Fintech): Ensuring timely and high-quality portfolio account data for clients with an accent on daily verification, troubleshooting data pipelines, and optimizing operational workflows. Focus on collaborating with stakeholders, addressing client data inquiries, and contributing to new product offerings within the financial investment industry.

Location: Must have the right to work in the United Kingdom and be based in Edinburgh. Visa sponsorship is not available.

Company

%hirify_global% is a global technology and data company that helps investment professionals provide informed guidance and manages over $8 trillion in assets.

What you will do

Perform daily internal verification checks to ensure portfolio account data accuracy and availability.
Investigate and troubleshoot data pipeline issues and processing exceptions, triaging with Engineering Support.
Complete and maintain operational workflows, identifying and implementing optimization opportunities.
Collaborate with Client Support, Solution Architects, and Sales and Services to address client data inquiries.
Partner with Product and Engineering to design, test, and implement new processes and tooling features.
Participate in broad company initiatives for new product offerings and services.

Requirements

Prior work experience in the financial investment/advisory industry with deep knowledge of capital markets, trade processing, and middle/back-office operations.
Excellent attention to detail and a passion for problem-solving.
Outstanding communication and interpersonal skills for engaging with stakeholders.
Proven track record of multitasking and prioritizing effectively in a fast-paced environment.
Proficiency in Microsoft Excel, SQL, Salesforce, Jira, Bloomberg, Thomson Reuters or other common financial services systems is preferred.

Culture & Benefits

Values-driven culture: Act Like an Owner, Build Together, Champion Our Clients, Drive Innovation, Embrace Learning.
Commitment to diversity, inclusion, and belonging.
Provision of reasonable accommodation for individuals with disabilities during the application process.