Data Analyst - Implementation (Capital Market)- B2B Saas Fintech

Posted 11 Days Ago
Pune, Maharashtra
Junior
Software • Analytics
The Role
The Data Analyst - Implementation will focus on onboarding client portfolio data and ensuring data consistency, while transforming data for integration into the reporting platform. Key responsibilities include managing project deliverables, providing updates to clients, and collaborating with the implementation and product teams.
Summary Generated by Built In

Description

Landytech is on a mission to revolutionize the way that investment managers, asset owners and their advisors access asset information. Powered by Sesame, an industry-leading investment reporting platform, we are helping clients in over 15 countries make informed investment decisions and deliver insights faster.

The company is growing rapidly and it's an exciting time to join, having secured $12M in Series B funding in January 2023. In just four years, it has gone from two co-founders to a team of almost 100 staff, with offices in London and Paris. At Landytech, we see diversity as our strength with a team from over 15 countries and 14 languages spoken.


Team & Role


The Data Analyst - Implementation will be responsible for the efficient and timely onboarding of client portfolio and investment data. This role is crucial in supporting our company’s growth and helping our clients get the most out of our platform. 

What we are looking for

  • Monitor and ensure the successful onboarding of client portfolio data, including data collection, analysis, importing, and reconciliation.
  • Transform data according to client requirements, asset classes, and investment types for seamless integration into our reporting platform.
  • Reconcile client portfolio performance and holdings to ensure data consistency.
  • Break down complex project deliverables into manageable tasks for efficient execution.
  • Provide timely and transparent updates to customers, working closely with the implementation team.
  • Understand and address customer data and reporting needs to deliver effective, data-driven solutions.
  • Collaborate with product and development teams to drive process improvements and contribute to product development.

Skills and Expertise

  • You have 2+ years of experience as a Data Analyst in Capital Markets, Fintech, Brokerage, or a related industry.
  • You have a Bachelor’s degree in Finance, Accounting, Business, or a related field.
  • You have a strong understanding of portfolio management, investment strategies, and financial instruments.
  • You have experience processing complex financial data to deliver actionable insights.
  • You have excellent analytical skills, with the ability to synthesize and summarize detailed information.
  • You are exceptional in verbal and written communication skills in English.
  • You have a proven ability to build strong relationships with stakeholders.
  • You have knowledge of asset valuation, including private assets, bonds, derivatives, swaps, FX forwards, commodities, and equities.
  • You have advanced Excel skills, with intermediate knowledge of SQL and Excel VBA.
  • You have an FRM/CFA certification (preferred but not required).
  • You have the ability to work during UK business hours.


Our Benefits

  • An opportunity to work in a fast-growing fintech revolutionizing investment reporting
  • Regular socials and being part of an international team with an HQ in London, UK and office in Paris, France as well
  • Hybrid style of work/ 2 days working from our office in Pune, India Private medical insurance for you and your family members.

Top Skills

Excel
Excel Vba
SQL
The Company
HQ: London
110 Employees
On-site Workplace
Year Founded: 2018

What We Do

For asset owners, managers, and advisors who manage complex multi-asset portfolios, Landytech's Sesame is the investment management platform that provides a golden source of truth on your investment data, and the tools you need to power performance.

With institutional-grade analytics, automated reporting, and the best data connections and security in Europe, Sesame allows your team to spend their time building value, not spreadsheets.

For more on how Sesame can be your investment management command centre, visit landytech.com.

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