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Client Delivery Specialist Associate
2 weeks ago
Position Title: Client Delivery Specialist Associate Location: Stamford, CT or Salt Lake City, UT Status: Contract - 6 months, Status: Hybrid- 4 days a week, onsite Shift / Schedule: To be determined Pay Range: Open to Market/ W-2 Our client is seeking a Client Delivery Specialist Associate to join the Automation team within the Data Solution department. This role will ensure a seamless flow of financial data for the client 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 our mission by ensuring the accuracy and integrity of our 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. Qualifications 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. 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, CFA, CAIA, or CFP is a plus Key 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. 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. Perks of working with US / What we offer: Competitive Salary. Health, dental, and vision insurance. Company 401K plan. Strong commitment to individual Professional Development and growth opportunities Engaging in team-building events and recognition. For more information and to express interest, please contact our recruiting team via Email: Apply@aandbtalent.com Above and Beyond Talent is an equal opportunity employer and staffing firm. We are committed to providing equal employment opportunities without regard to race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, veteran status, or any other characteristic protected by law. We believe that diversity enriches our work community and enhances the quality of our services. We actively encourage interest from clients and candidates of all backgrounds, and we are dedicated to hiring and fostering a diverse team that reflects the global communities in which we operate.
