Portfolio Data Analyst

This role is for one of Weekday's clients
Salary range: Rs 700000 - Rs 2000000 (ie INR 7-20 LPA)
Min Experience: 2 years
Location: Tamil Nadu, Coimbatore
JobType: full-time

Requirements

About the role

Role Overview:

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:

• 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 modelling, 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.