Client Delivery Specialist - Associate - Automation

Client Delivery Specialist – Associate – Automation

Bachelor’s degree with a concentration in finance, computer science, statistics, mathematics, data science, or a similar field
2-5+ years in the financial industry, demonstrating a proven track record of financial product support, technical proficiency, and solid accounting knowledge
Expertise with Addepar and familiarity with other portfolio management systems, such as Advyzon, APX, Axys, Black Diamond, Orion, Ridgeline, Tamarac
Strong background working with financial custodial data and proficiency supporting alternative financial instruments
Advanced proficiency in Excel and text file manipulation
Experience with at least one of the following: Python, SQL, Power Automate or other large data set software
Demonstrated history of automating data-related processes such as data integration, including log file creation and maintenance
Understanding of Salesforce, Monday.com, Jira, and GitLab
Comfort working with a geographically dispersed team
Strong interpersonal verbal and written communication skills and comfortable communicating with clients as needed

Lead data conversion projects, including extracting, transforming, and loading (ETL) data between portfolio management systems
Integrate historical financial data by converting potentially complex and unstructured data files and statements into structured formats suitable for backfilling
Provide support for automated data feeds, troubleshooting issues and ensuring the seamless transformation of daily financial transactions and positions into source system imports
Respond to ad-hoc data requests from client-facing teams, providing timely and accurate information