About Luma Financial Technologies
Founded in 2018, Luma Financial Technologies (“Luma”) has pioneered a cutting-edge fintech software platform that has been adopted by broker/dealer firms, RIA offices, and private banks around the world. By using Luma, institutional and retail investors have a fully customizable, independent, buy-side technology platform that helps financial teams more efficiently learn about, research, purchase, and manage alternative investments as well as annuities .Luma gives these users the ability to oversee the full, end-to-end process lifecycle by offering a suite of solutions. These include education resources and training materials; creation and pricing of custom structured products; electronic order entry; and post-trade management. By prioritizing transparency and ease of use, Luma is a multi-issuer, multi-wholesaler, and multi-product option that advisors can utilize to best meet their clients’ specific portfolio needs. Headquartered in Cincinnati, OH, Luma also has offices in New York, NY, Miami, FL, Zurich, Switzerland and Lisbon, Portugal . For more information, please visit Luma’s website
About the role
The Operations Team is responsible for creating and maintaining product data that ensures a high-quality user experience through strong data governance. The Product Data Specialist plays a key role in managing and ensuring the accuracy of product to support the Luma Platform.
What you'll do
- Perform product documentation review, data entry, data analysis, and reconciliation.
- Collaborate across internal teams to ensure timely and accurate execution of requests and relay key information to client support.
- Maintain required logs, documentation, and compliance with standard procedures.
- Escalate issues promptly to appropriate personnel.
- Contribute to process improvements by developing and enhancing templates, policies, and procedures.
- Serve as an internal resource for product knowledge.
Qualifications
- Experience with Microsoft, Excel, and SQL a plus.
- Passion for industry and product knowledge and a commitment to excellence
- Demonstrated experience as a problem solver, with above average organizational and communication skills
- Bachelor's degree in Finance, Economics, Accounting, Business, or related equivalent work experience desired
What Makes you Stand Out?
- A willingness to roll up your sleeves and work in a fast paced and high-pressure environment.
- Strong verbal and written communication skills.
- Ability to work independently with minimal supervision, prioritize requests, and sustain a high level of attention to detail.
Top Skills
What We Do
Luma Financial Technologies provides the leading, independent, multi-issuer platform for structured products and annuities. Luma is an award-winning platform that has been used by broker dealers and their advisors nationwide for nearly a decade to more efficiently source, configure, compare and price structured products and annuities that meet their customer’s specific investment needs. Luma's advisor-centric design, renowned education and training capabilities, fully customizable deployment and complete product lifecycle support help drive the further adoption and growth of the structured products and annuities market.
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