Data Operations Analyst - Enterprise Shape Management
December 6
Description
• Performance Trust Capital Partners is seeking a data-driven individual for ESM Operations team. • Responsible for gathering and managing client data loaded into financial software. • Work with third-party vendors for accurate data handling. • Identify process improvements and automation opportunities.
Requirements
• Bachelor’s degree with outstanding academic performance that demonstrates strong analytical background and quantitative skills • Advanced skills in MS Excel • Intermediate understanding of Python with the ability to apply programming knowledge to real life projects and processes; ability to convert R Scripts to Python a plus • Intermediate SQL experience • 1-2 years of previous work experience • Ability to pass the SIE exam and successfully complete the Series 7 exam within one year of start date • Previous financial software experience/exposure a plus but not required
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