Client Delivery Specialist Associate
$104,000–$145,600 year
Remote · Stamford, Connecticut, United States or Salt Lake City, Utah, United States
Stamford, Connecticut, United States or Salt Lake City, Utah, United StatesRemoteContract$104,000–$145,600 yearMid LevelBachelors DegreeUnknown
Type
Contract
Level
Mid Level
Education
Bachelors Degree
Company size
Unknown
Job Summary
Join the Automation team as a Client Delivery Specialist Associate where you'll ensure a seamless flow of financial data and support critical processes within the Data Solution department. This hybrid contract position emphasizes innovation in financial data management and requires a strong understanding of portfolio systems and data transformation.
Required Qualifications
- Bachelor's degree with a concentration in finance, computer science, statistics, mathematics, data science, or a similar field
- 2-5+ years in the financial industry
- Strong background working with financial custodial data
- Demonstrated history of automating data-related processes
Desired Qualifications
- Expertise with Addepar and familiarity with other portfolio management systems
- Advanced proficiency in Excel and text file manipulation
- Experience with Python, SQL, or Power Automate
- Understanding of Salesforce, Monday.com, Jira, and GitLab
- Achievement of or working towards MS/MBA, CFA, CAIA, or CFP
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