2 дня назад
Financial Data Associate - Transformation & Onboarding, Liquid Markets Transparency Data
25 000 - 33 000€
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Data Associate - Transformation & Onboarding, Liquid Markets Transparency Data (AI and Automation): Managing, validating, and supporting positions and exposures data for funds and portfolios while applying AI-assisted tools to improve capture, reconciliation, and delivery with an accent on data quality, client fulfillment, and scalable automation. Focus on prototyping lightweight automations, resolving data exceptions, coordinating cross-functional projects, and improving transparency data workflows.
Location: Sofia, Bulgaria; hybrid role
Salary: €25,000–€33,000 per year, plus eligibility for an annual bonus.
Company
provides research-based data, analytics, indexes, and technology for global investors and private-market participants.
What you will do
- Process, review, validate, and resolve queries related to fund, portfolio, positions, and exposures data.
- Use AI-assisted tools, large language models, automated extraction, and reconciliation platforms to improve data capture and quality review.
- Identify recurring data tasks suitable for AI and automation, and collaborate with internal teams to pilot and scale solutions.
- Provide first-tier data support to clients and help develop best practices for their product and system use.
- Coordinate client data projects by defining scope, objectives, project plans, stakeholders, and technical requirements.
- Work with Data, Engineering, Product, and Consulting teams to resolve data gaps and maintain client solutions.
Requirements
- Bachelor’s degree in Finance, Economics, Business Administration, Mathematics, or a similar field is beneficial but not required.
- 2–4 years of experience in finance, accounting, investment, data, or operations.
- Strong attention to detail and commitment to accuracy when working with financial and investment data.
- Comfort with data automation and willingness to learn emerging technologies.
- Strong analytical, problem-solving, organizational, interpersonal, written, and verbal communication skills.
- Experience with AI tools such as Claude, ChatGPT, or Replit and lightweight automation is advantageous but not required.
Nice to have
- Process improvement, querying, scripting, or no-code automation experience.
- Portfolio analysis, performance measurement, or investment analytics expertise.
- Microsoft Excel proficiency.
- Progress toward CFA, CAIA, CIPM, or FRM.
- Training, consulting, or client presentation experience.
Culture & Benefits
- Flexible working arrangements, advanced technology, and collaborative workspaces.
- Comprehensive employee benefits tailored to location, supporting financial security, health, and wellbeing.
- Global Orientation program and access to Learning@, AI Learning Center, and LinkedIn Learning Pro.
- Professional development through learning opportunities, internal mobility, and expanded roles.
- Inclusive environment supported by eight Employee Resource Groups.
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