Data Analyst
Current- Fintech company specializing in portfolio management and financial reporting software
- Perform daily reconciliation on investment transactions/positions and make appropriate adjustments where in order to deliver accurate performance data
- Work with clients directly to address and correct portfolio data discrepancies
- Engage with financial custodians and brokers to troubleshoot and correct data issues
- Innovate with team members to create improved accuracy and efficiency with data delivery and processing
- Assist with system and product development enhancements