FundGuard is a global FinTech firm with offices in Boston, London, Tel Aviv, NYC and Toronto. Our primary customers are global custody banks, asset servicers and institutional asset managers. We are driving the future of AI-driven investment accounting SaaS! In fact, we were recently named to CB Insights’ List of the 100 Most Innovative Fintech Startups and Forbes’ list of best startup employers.
As a Financial Data Analyst, You will play an integral part of our R&D Software engineering team. As a Data Analyst, you will lead the charge in extracting value from data by facilitating the creation of high-quality data solutions that drive decision-making and operational efficiency. You’ll use your skills to provide subject matter expertise and complete in-depth data analysis, which contributes to the strategic efforts of the team. You will work in an agile development team to review and study historical and new data trends to assist in problem solving using that data, through the formulation of forecasts and critical insights. In addition, you will assist in the design and maintenance of data systems and databases as they support our key software development lifecycle.
Key Responsibilities:
- Develop and maintain comprehensive data mapping documents and work closely with data engineering teams to ensure accurate data integration and transformation
- Partner with Business Analysts, Architects and Data engineers to validate datasets, optimize queries and perform reconciliation
- Support the design and delivery of Investment data and reporting solutions, including data pipelines, reporting dashboards
- Integrate customer data into FundGuard’s Financial Data model
- Develop real-life financial use cases to enhance the product capabilities and robustness
- Take part in the new customer Proof of concept and onboarding process
- Collaborate with the Business product team as well as with FundGuard's customers
- Working closely with and supporting the development teams
- Partners with others to deliver meaningful results in complex business situations. Establishes relationships to obtain data and subject knowledge needed to support the data pipelines
- Periodic reports to stakeholders about the health of the production environment
Requirements:
- 8+ years of experience in the fintech or financial domain (A MUST)
- Experience with Python and/or other scripting languages(A MUST)
- Bachelor’s degree in Economics, Accounting Computer Science, Engineering, Information Systems or related technical field
- 8+ years of experience as a Data Analyst or similar role supporting data analytics projects
- 5+ years of advanced experience in SQL
- In-depth experience of working in capital markets and financial instruments
- In-Depth subject matter expertise in fund accounting and/or accounting
- Experience working with Git/repo
- Production experience with managing data pipelines
- Excellent communication skills
- Ability to work independently in a fast-paced environment
- Strong problem-solving skills; including the ability to tackle complex problems
- MUST be willing to work in office 3 days per week on-site in Dedham, MA, USA
- Permanent U.S. work authorization Required(NOT STEM-OPT)
Preferred Requirements:
- Master’s degree
- Domain knowledge of Investment Management operations including Security Masters, Securities Trade and Recon Operations, Reference data management, Pricing
- Investment Operations exposure - Critical Data Elements (CDE), data traps and other data recons
- Familiarity with data engineering concepts: ETL/ELT, data lakes, data warehouses
- Experience with BI tools like Power BI, MicroStrategy, Tableau
- Experience in Agile/Scrum and working with cross-functional delivery team
- Proficiency in financial reporting tools (e.g., Power BI, Tableau)
- Hands-on experience with IBOR products such as Blackrock Alladin, CRD, Eagle STAR (ABOR), Eagle Pace, and Eagle DataMart
- Experience with cloud data platforms like Snowflake and Databricks
- Background in data governance, metadata management, and data lineage frameworks
About FundGuard:
FundGuard is the new generation investment accounting utility for asset managers and their service providers. Our cloud-native, AI-powered operating system and technology platform are transforming investment operations to enable reduced fees and the ability to offer new and innovative products, including crypto-asset services while scaling for the future.
The company is led by an experienced team with successful exits and has raised more than $150 million, backed by strategic partners including Citi and State Street, and investment firms Blumberg Capital, Key1 Capital, LionBird Ventures, and Team8 among others.
We offer an exciting work opportunity where you’ll develop one of the more robust enterprise applications with deep financial engines while using cutting-edge cloud technologies.
Explore exciting career opportunities at fundguard.com/careers and follow us on LinkedIn: linkedin.com/fundguard.