Boston - Hybrid
Why Confluence
At Confluence weve always been driven by a commitment to innovation precision and partnership in the investment data space. Our global footprint now spans multiple countries giving our employees the opportunity to get exposure to other countries and cultures. And it stands to reason that none of this would have been possible without the hundreds of hard-working employees who work at Confluence.
More about the role & team
The Senior Data Integration Specialist role manages and optimizes data flow to our performance reporting platform utilized by Institutional Investment Consultants and Asset Owners. The primary responsibility of this position is to build and maintain robust integrations with custodial banks and other financial institutions. The individual will oversee all aspects of custodial data management including vendor management data acquisition and mapping and ingestion into PARis our performance reporting platform.
This function is critical in automating customer workflows which is one of our key strategic objectives. The individual is expected to work closely with vendors clients and related third parties so strong client-facing skills relationship building and a positive attitude are required.
What skills and experience do I need to succeed
What youll bring
- Custodial data mastery and how transactions/positions translate into performance systems (PARis).
- Investment performance & accounting knowledge (e.g. positions transactions TWR).
- SQL (querying) and Python for analysis/automation youre a selfservice problemsolver not necessarily a fulltime developer.
- Familiarity with financial instruments (stocks bonds indices) and large datasets/data quality.
- Communication persistence and a gogetter mindset to move complex admin processes forward.
Nice to have
- Experience at custodial banks
- Background with data/aggregation or performance providers
- Exposure to building integration workflows and ETL
Who we serve
Institutional Investment Consultants and Asset Owners who rely on timely accurate performance reporting and on you to make the data click.
Growth & Opportunity
Join us on the ground floor and help build something industrydefining.
If this sounds like you wed love to hear from you!
What do we offer
Confluence offers generous benefit packages for team members. As a growing global organization we are always looking for ways to ensure that our employees can access benefits that matter to them and their families. This includes:
Generous Time Off packages including additional half days with each public holiday in your location.
Global Career Development opportunities
Social Events
Referral Bonus scheme - Upto $3000 per successful referral
Plus many more!
More about the Location
We offer flexible working options for all employees.
#LI-Hybrid-East Coast preferred with proximity to Boston / Pittsburgh for periodic inperson collaboration.
Values
We look for people who align with our 4 values.
Integrity
Face reality with honesty courage and accountability
Imagination
Deal creatively with challenges and envision what the world could be
Discipline
Build good habits into reflexes which become a part of our life
Service
Committed to the success of others
Please note that additional checks may be required depending on the nature of the role and the jurisdiction in which the role is based or operates. These may include but are not limited to criminal record checks or financial background checks where applicable.