Financial Data Solution Consultant

2 weeks ago

Stamford CT, United States Benchmark IT - Technology Talent Full time

Financial Data Solution Consultant – On-site
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.

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.

5+ years in the financial industry, demonstrating a proven track record of financial product support, technical proficiency, and solid accounting knowledge
~ 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
~ 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, , Jira, and GitLab
~ 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. Message and data rates may apply. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:

  • Financial Data Solution Consultant

    4 weeks ago

    Stamford, United States Benchmark IT - Technology Talent Full time

    Financial Data Solution Consultant - Orion Platform - On-site - 5504About the RoleFor our direct client, we seek a 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 Solution Consultant

    3 weeks ago

    Stamford, United States Benchmark IT - Technology Talent Full time

    Financial Data Solution Consultant – On-site About the RoleFor 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...

  • Orion Platform Data Solutions Consultant

    3 weeks ago

    Stamford, United States Benchmark IT - Technology Talent Full time

    A financial technology recruitment firm is seeking a Financial Data Solution Consultant in Stamford, CT. This on-site role will focus on leading data conversion projects and ensuring high accuracy in financial data management. Candidates should possess at least 5 years of experience in the financial industry, subject matter expertise in the Orion platform,...

  • Financial Data Solution Consultant

    2 weeks ago

    Waterbury, CT, United States Benchmark IT - Technology Talent Full time

    Financial Data Solution Consultant – Remote About the Role For our direct client, we seek an financial technology candidate with experience with the Orion platform, to work on a 12-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...

  • Financial Data Solution Consultant

    2 weeks ago

    West Hartford, CT, United States Benchmark IT - Technology Talent Full time

    Financial Data Solution Consultant – Remote For our direct client, we seek an financial technology candidate with experience with the Orion platform, to work on a 12-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...

  • Java Developer – Financial Systems

    2 weeks ago

    Stamford, Connecticut, United States Learning Consultant Full time $140,000 - $170,000 per year

    About The CompanyWe're a leading financial services organization recognized for innovation, growth, and long-term stability.About The RoleWe're looking for an experiencedJava Developerto join our Financial Systems Engineering team. This team designs and maintains core backend systems, internal tools, and client-facing applications that drive our financial...

  • AI&Data Data Management Solutions Manager

    3 weeks ago

    Stamford, United States NY Staffing Full time

    Data Management Solutions Manager (Banking)Join our AI & Engineering team in transforming technology platforms, driving innovation, and helping make a significant impact on our clients' success. You'll work alongside talented professionals reimagining and re-engineering operations and processes that are critical to businesses. Your contributions can help...

  • Technology Solutions Consultant

    20 hours ago

    Stamford, United States Northwestern Mutual Full time

    Join Northwestern Mutual: Where Trust and Growth Thrive! At Northwestern Mutual, we believe relationships are built on trust. Our commitment to making a positive impact has been the cornerstone of our company for nearly 160 years. Today, we invite you to be part of this incredible journey! Why Northwestern Mutual? Strong and Growing: This is an exciting time...

  • Data Solutions Architect

    3 weeks ago

    Stamford, United States Insight Global Full time

    Location/Onsite: Hybrid in Stamford, CT preferredOpenings: 1Duration: 6-month C2HInterview Process: 1st round with HM, 2nd round panel Must-haves:Strong Solution Architecture experience with deep expertise in Data ArchitectureAbility to design holistic architecture proposals, covering networking, security, and engineering requirementsStrong focus on data...

  • Financial Consultant

    3 weeks ago

    Stamford, United States Edward Jones Full time

    Job Overview This job posting is anticipated to remain open for 30 days, from 17-Nov-2025. The posting may close early due to the volume of applicants. If you’re ready for a rewarding change in your career, consider becoming a financial consultant with us. You will play a vital role in helping clients achieve their long-term financial goals, including...