Senior Financial Data Analyst - ID
Canopy Pte Ltd, Indonesia
Job Description
Canopy (https://canopy.cloud/) is a "make sense of your data" financial technology startup. We provide aggregation, visualization, analytics, and reporting services to financial institutions, wealth managers, and high net-worth individuals.
We are currently recruiting Senior Financial Analyst who will be working in the Financial Data Transformation and Analysis joining a team of +10 Data Analysts tasked with unlocking the insights contained within their investment data - which we receive via PDF and bank datafeeds, working in the Financial Data Transformation and Analysis team. Working with External Asset Managers, High Networth Individuals and world renowned private banks such as Credit Suisse, Bank of Singapore and UBS.
We have developed an automated data extraction, standardization, enrichment, and aggregation tool (called Canopy Engine) which requires a human to help resolve exceptions, conduct sense checks, and tease out insights. The data and our insights will then be used by banks, wealth managers, and high-net-worth individuals. Our goal is to help our clients better understand their investment portfolio and thus make better investment decisions.
Data aggregation and analytics:
- Process financial data (from pdf/excel/datafeed) using various internal systems
- Reconcile, and interrogate the aggregated investment portfolio for inconsistencies and errors
- Design client presentations and enhance customised reporting experience
Product and process development:
- Actively contribute to the enhancement of our internal systems to make our process more efficient, accurate and timely
Client interactions:
- Partner closely with Analytics amp; sales team to resolve client's data related questions
Requirements
- At least 5 years of financial data analayst experience
- Python skills for task automation, data analysis, and data visualization
- For overseas applicants it will be fully remote
- Strong analytical skills with experience in handling large amount of data from pdf/excel
- Proficiency in Microsoft Excel is a must
- Demonstrable understanding of financial instruments (derivatives, funds, etc) is a significant advantage
- Meticulous attention to detail
- Ability to work under pressure
- Team player with good interpersonal skills
- Proactive at seeking improvements to workflows
- Experience with Tableau is highly preferred
- Experience with Trifacta or any Data Wrangling tools (ETL) is highly preferred
Benefits
- Fun start-up culture
- Chance to make a real impact - and be rewarded for it!
- Opportunities to accelerate your career and drive your passion
- Flat management structure
- Performance Bonus
- Employee Share Plan
- Medical Health Insurance
- Training Allowance
Remuneration
- Salary commensurate with experience