Benchmark IT - Technology Talent

Financial Data Solution Consultant - On-site  About the Role For our direct client, we seek an financial technology candidate with experience with the Orion platform, to work on a 6-month project with potential extension, in the client's automation team within the Data Solution department. This role will ensure a seamless flow of financial data for their customers and internal teams. This individual will support business critical processes from portfolio management system conversions to performance reconciliation. This role offers the opportunity to contribute directly to the mission by ensuring the accuracy and integrity of financial data. This person will be a part of a dynamic team focused on innovation and efficiency, working with cutting-edge technology to streamline client onboarding and reporting. Responsibilities

• Lead data conversion projects, including extracting, transforming, and loading (ETL) data between portfolio management systems. This involves understanding source system requirements, mapping data to new system standards, and managing the conversion of large datasets from legacy systems.
• Reconcile loaded data in source system against positions, tax lots, and performance.

• 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. This requires a strong understanding of the automated data processing system.
• Respond to ad-hoc data requests from client-facing teams, providing timely and accurate information.

Qualifications

• 5+ years in the financial industry, demonstrating a proven track record of financial product support, technical proficiency, and solid accounting knowledge
• Subject matter expert in Orion and Black Diamond
• Familiarity with other portfolio management systems, such as Addepar, Advyzon, APX, Axys, Ridgeline, Tamarac
• Strong background working with financial custodial data and proficiency supporting alternative financial instruments
• Advanced proficiency in Excel and text file manipulation.  Familiarity with other data formats, such as JSON, XML, and unstructured-to-structured transformation is a plus
• Experience with at least one of the following: Python, SQL, Power Automate or other large data set software, demonstrating the ability to extract and transform data
• 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
• Achievement of, or working towards, an MS/MBA or CFA

Please note that this is an on-site position, four days per week, based in either the Stamford, CT or Salt Lake City, UT office. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Benchmark IT, LLC and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: https://bmarkits.com/privacy-policy/