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Financial Data Analyst – Wealth Tech
CanopyFinancial data analyst managing investment and portfolio data operations for a wealth technology platform. Reconciling holdings, improving aggregation systems, and supporting stakeholders across eligible Southeast Asian markets.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in data extraction, aggregation, and reconciliation processes, with a strong focus on accuracy and compliance with regulatory requirements. Proficient in utilizing tools like Microsoft Excel, Python, and SQL to analyze large datasets and improve data workflows.
Highest-signal resume keywords
Data ReconciliationMicrosoft Excel ProficiencyPython ProficiencySQL ProficiencyFinancial Instruments Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data ExtractionData AggregationData AnalysisProblem-SolvingAttention to DetailFinancial Data UnderstandingData WranglingReconciliation ProcessesWorkflow Improvement
Soft Skills
Strong CommunicationInterpersonal SkillsTeam CollaborationProactive Approach
Tools & Technologies
TableauTrifactaProprietary Aggregation Software
Industry Keywords
Investment PortfolioRegulatory ComplianceAsset ClassesClient Data Management
Tech Stack
Tools & technologiesPythonSQLTableau
About the role
Key responsibilities & impact- Ensure the accuracy, completeness, and consistency of data extraction and aggregation of complex investment portfolio data using proprietary aggregation software
- Investigate and resolve aggregated data inconsistencies and errors across balances
- Reconcile trading history and end-of-day holdings data, identify account discrepancies, and find potential solutions
- Review reconciliation output and escalate aging exceptions in a timely manner
- Contribute to enhancements of internal systems for more efficient, accurate, and timely data aggregation
- Build tools and processes to improve and scale data reconciliation
- Collaborate with the product team on new features, including cost and process impacts
- Ensure security and privacy of sensitive data in compliance with regulatory requirements
- Serve as an escalation point for Sales, Client Success, and Product teams on client data-related questions
- Liaise with custodian representatives to address gaps in financial data sources
- Provide training and support to staff on data-related processes and systems
Requirements
What you’ll need- Bachelor’s degree in Finance, Accounting, Information Systems, or a related field
- Fresh graduates are welcome to apply
- Advanced proficiency in Microsoft Excel
- Proficiency in Python and SQL is a bonus
- Strong analytical and problem-solving skills
- Understanding of financial instruments across asset classes
- Willingness to work with large data sets
- Meticulous attention to detail and ability to work under pressure
- Strong communication and interpersonal skills
- Ability to work independently and as part of a team
- Proactive approach to workflow improvements
- Experience with Tableau, Trifacta, or other data wrangling tools is highly preferred
Benefits
Comp & perks- 🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Canopy Website LinkedIn All Job Openings 11 - 50 employees 💸 Finance 💳 Fintech 🔐 Security Finance
- Fintech
- Security Canopy is a wealth management software company that provides state-of-the-art reporting and analytics for family offices and wealth managers. Their platform consolidates data from a variety of asset types, including structured products, private equity, and real estate, into intuitive, flexible reports that can be customized to meet specific client needs. Canopy emphasizes data security, meeting international information security standards like IS0-27001 and employing advanced encryption techniques. Their software is trusted by top wealth managers and private banks, offering features such as custom analytics, portfolio consolidation, and secure access. With its headquarters in Singapore and an additional location in Zurich, Canopy serves prestigious clients worldwide, including several of the wealthiest family offices. Financial Data Analyst – Wealth Tech Job not on LinkedIn 🔥 0 minutes ago 🌐 Singapore, Malaysia, +3 more countries – Remote ⏰ Full Time 🟡 Mid-level 🟠 Senior 📉 Data Analyst Apply Now Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
- Ensure the accuracy, completeness, and consistency of data extraction and aggregation of complex investment portfolio data using proprietary aggregation software
- Investigate and resolve aggregated data inconsistencies and errors across balances
- Reconcile trading history and end-of-day holdings data, identify account discrepancies, and find potential solutions
- Review reconciliation output and escalate aging exceptions in a timely manner
- Contribute to enhancements of internal systems for more efficient, accurate, and timely data aggregation
- Build tools and processes to improve and scale data reconciliation
- Collaborate with the product team on new features, including cost and process impacts
- Ensure security and privacy of sensitive data in compliance with regulatory requirements
- Serve as an escalation point for Sales, Client Success, and Product teams on client data-related questions
- Liaise with custodian representatives to address gaps in financial data sources
- Provide training and support to staff on data-related processes and systems 🎯 Requirements
- Bachelor’s degree in Finance, Accounting, Information Systems, or a related field
- Fresh graduates are welcome to apply
- Advanced proficiency in Microsoft Excel
- Proficiency in Python and SQL is a bonus
- Strong analytical and problem-solving skills
- Understanding of financial instruments across asset classes
- Willingness to work with large data sets
- Meticulous attention to detail and ability to work under pressure
- Strong communication and interpersonal skills
- Ability to work independently and as part of a team
- Proactive approach to workflow improvements
- Experience with Tableau, Trifacta, or other data wrangling tools is highly preferred Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Web3 Security Data Analyst 🕒 July 24 Binance 1001 - 5000 ₿ Crypto 💳 Fintech Website LinkedIn All Job Openings Web3 Security Data Analyst analyzing on-chain data for Binance, enhancing transaction detection, and using machine learning techniques. 🇸🇬 Singapore – Remote 💰 Initial Coin Offering on 2020-12 ⏰ Full Time 🟡 Mid-level 🟠 Senior 📉 Data Analyst Product Manager, Analytics, Strategy Insights 🕒 June 30 Binance 1001 - 5000 ₿ Crypto 💳 Fintech Website LinkedIn All Job Openings Product Manager in Binance's Accelerator Program focusing on data analysis and strategy insights for Web3 growth. Collaborating on unique projects in a user-centric global organization. 🇸🇬 Singapore – Remote 💰 Initial Coin Offering on 2020-12 ⏰ Full Time 🟡 Mid-level 🟠 Senior 📉 Data Analyst Quantitative Analyst 🕒 June 26 Smartkarma 11 - 50 💸 Finance 💳 Fintech 🤖 Artificial Intelligence Website LinkedIn All Job Openings Independent Quantitative Analyst for Smartkarma connecting investment researchers with institutional asset managers. Expertise in systematic strategies and quantitative research needed. 🇸🇬 Singapore – Remote ⏰ Full Time 🟠 Senior 🔴 Lead 📉 Data Analyst Quantitative Analyst 🕒 June 12 Smartkarma 11 - 50 💸 Finance 💳 Fintech 🤖 Artificial Intelligence Website LinkedIn All Job Openings Independent Quantitative Analyst at Smartkarma focusing on systematic trading strategies and quantitative research for institutional clients. 🇸🇬 Singapore – Remote ⏰ Full Time 🟠 Senior 🔴 Lead 📉 Data Analyst Independent Quantitative Analyst 🕒 May 15 Smartkarma 11 - 50 💸 Finance 💳 Fintech 🤖 Artificial Intelligence Website LinkedIn All Job Openings Quantitative Analyst focusing on systematic trading strategies and research for institutional asset managers. Contributing to Smartkarma's investment research platform with quantitative insights and client engagement. 🇸🇬 Singapore – Remote ⏰ Full Time 🟠 Senior 🔴 Lead 📉 Data Analyst View More Data Analyst Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates About us Is Remote Rocketship legit? Privacy policy Terms of service Job board SEO course Remote Job Search MasterClass Resume Review AI Apply Copilot OpenClaw job finder Find jobs using your resume Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs