Data Onboarding Specialst

Data Onboarding Specialist

💸 Series A Wealthtech

🌎 NYC Hybrid Role

💰 $85,000-100,000 Base Salary + Benefits Paakcage

We are currently partnering with a Series A Wealthtech company in the heart of NYC that is looking to add a Data Onboarding Specialist to their team!

Responsibilities:

• Own the data onboarding and implementation process for large-scale enterprise clients.
• Contact investment managers on behalf of clients.
• Liaise with clients to complete necessary documentation.
• Increase the breadth and quality of data that is tracked, monitored and analyzed for both internal use and client reporting.
• Collaborate closely with Client Engagement Manager and the Operations, Business Development, and
• Engineering teams to provide a seamless implementation experience.
• Assist with the creation of detailed status reports and implementation updates.
• Reconcile investment data to ensure completeness and accuracy.
• Analyze and audit data for potential issues.

Requirements:

• Have experience with SQL and data visualization tools such as Tableau or Power BI.
• Have 2+ years of experience in a data operations or analyst role.
• Pride yourself in delivering an exceptional product and experience to clients, and feel a high level of investment in the success and satisfaction of clients.
• Have developed queries from multiple data stores to extract data.
• Are extremely detail-oriented and checklist-obsessed.
• Have been part of a high-volume or high-growth team and thrive in a fast-paced environment.
• Are highly effective when faced with ambiguity; feel comfortable making executive decisions and moving the ball forward.
• Enjoy working with financial data.