**
HUB24 is seeking a Portfolio Data Analyst to lead the integration of clients' portfolio data into its Portfolio Accounting System, with a focus on IRESS IPS data sources. The ideal candidate should have extensive experience in financial services and technology, particularly in investment portfolio data, and must demonstrate strong analytical and communication skills.
**
Job Summary
The role involves leading the successful integration of clients' portfolio data into the Portfolio Accounting System with a focus on IRESS IPS sources.
Candidates must ensure data integrity, accuracy, and timeliness while developing monitoring tools to improve troubleshooting efficiency.
HUB24 offers an innovative culture that empowers employees to bring ideas to work without being bogged down by bureaucracy.
Matching Summary
Match Score: 75
**
HUB24 is seeking a Portfolio Data Analyst to lead the integration of clients' portfolio data into its Portfolio Accounting System, with a focus on IRESS IPS data sources. The ideal candidate should have extensive experience in financial services and technology, particularly in investment portfolio data, and must demonstrate strong analytical and communication skills.
**
Skills & Requirements
Must-have
5+ years Financial Services experience
IRESS IPS portfolio data integration
SQL or Python in Databricks proficiency
Investment portfolio accounting knowledge
Corporate actions and security pricing expertise
Nice-to-have
Strong stakeholder communication skills
Hands-on problem-solving approach
Experience with alternative assets
Collaborative team culture fit
Strategic prioritization abilities
Key Requirements
5+ years working in Financial Services & Technology
Expertise in portfolio accounting and reporting
Proficiency in SQL or Python within Databricks
Strong knowledge of marketable securities and alternative assets