Financial Data Solution Consultant - Orion Platform - On-site - 5504 (Stamford)

Financial Data Solution Consultant On-site

About the Role

For our direct client, we seek an financial technology candidate with experience with the Orion platform, to work on a 6-month project with potential extension, in the client's automation team within the Data Solution department. This role will ensure a seamless flow of financial data for their customers and internal teams. This individual will support business critical processes from portfolio management system conversions to performance reconciliation.

This role offers the opportunity to contribute directly to the mission by ensuring the accuracy and integrity of financial data. This person will be a part of a dynamic team focused on innovation and efficiency, working with cutting-edge technology to streamline client onboarding and reporting.

Responsibilities

• Lead data conversion projects, including extracting, transforming, and loading (ETL) data between portfolio management systems. This involves understanding source system requirements, mapping data to new system standards, and managing the conversion of large datasets from legacy systems.
• Reconcile loaded data in source system against positions, tax lots, and performance.
• Integrate historical financial data by converting potentially complex and unstructured data files and statements into structured formats suitable for backfilling.
• Provide support for automated data feeds, troubleshooting issues and ensuring the seamless transformation of daily financial transactions and positions into source system imports. This requires a strong understanding of the automated data processing system.
• Respond to ad-hoc data requests from client-facing teams, providing timely and accurate information.

Qualifications

Please note that this is an on-site position, four days per week, based in either the Stamford, CT or Salt Lake City, UT office.

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