Location: San Diego, CA
Job Summary:
Job Duties
- Support investment professionals with data insights
- Aggregate and analyze portfolio and market data
- Develop and enhance data management solutions
- Collaborate with clients for tailored guidance
- Ensure the accuracy and integrity of financial data
Required Skills
- Data analysis
- Financial modeling
- Client relationship management
- Technical proficiency (software/tools relevant to data management)
- Strong communication skills
Required Experiences
- Experience in financial services or investment management
- Background in data analytics or software development
- Proven track record of client-facing roles
- Familiarity with portfolio management systems
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