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Partner Integration Portfolio Data Analyst
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Job Description
- Req#: 5066664008
Employer Industry: Financial Services
Why consider this job opportunity:
- Salary up to $66,000 USD
- Comprehensive benefits package, including health insurance, paid parental leave, and 401(k) retirement plan with company match
- Generous paid time off program and 14 company-paid holidays, including a full week off at Thanksgiving
- Opportunity to work in a flexible and remote environment
- Chance to make a meaningful impact on the financial lives of families across the country
- Collaborative work culture with a commitment to diversity and inclusion
What to Expect (Job Responsibilities):
- Lead the migration of acquired firms' client relationship management data from legacy systems to Salesforce
- Gather, organize, and validate client, account, transaction, performance, and fee data for migration to the Envestnet platform
- Interface with acquired firm employees and internal stakeholders to resolve post-migration data issues
- Generate Salesforce reports to match client households and individuals to account owners from pre-acquisition systems
- Ensure all accounts at custodians are on a direct or third-party data feed to Envestnet
What is Required (Qualifications):
- Bachelor's degree or equivalent experience
- Minimum of 3-5 years of financial services industry experience with knowledge in investments and investment operations
- Expert level Microsoft Excel skills
- Excellent analytical and organizational skills
- High attention to detail and commitment to data accuracy
How to Stand Out (Preferred Qualifications):
- Specific knowledge of portfolio management systems, including Salesforce, RedTail, Junxure, Envestnet, Tamarac, Morningstar, Orion, and Portfolio Center
- Experience working with high-level professionals in a demanding environment
#FinancialServices #DataAnalysis #CareerOpportunity #RemoteWork #DiversityAndInclusion
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