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Portfolio Analytics Architect

Salt Lake City, UTOnsite2+ YOE
Summary

Lead end-to-end data validation for investment portfolios, building scalable analytics in Databricks and writing Python logic to detect anomalies. Requires 2+ years in tech/finance/consulting and hands-on experience with complex investment datasets.

About the role

What You’ll Do

  • Lead the data validation process end-to-end with the client and internal projects teams
  • Develop scalable data analytics processes for validation in Databricks
  • Write custom Python logic to detect large-scale data anomalies and automate remediation
  • Facilitate recurring client sessions to track progress and steer the data validation project through to completion
  • Support clients with researching and identifying portfolio data performance discrepancies and make recommendations on how to best fix manual data issues
  • Review, compare and document system calculation methodologies differences
  • Coordinate across project teams communicating regular status updates for assigned data projects and while effectively setting expectations
  • Mitigate project risks by effectively escalating key impediments to stakeholders and executive leadership
  • Prioritize and context-switch effectively to complete simultaneous projects; seeing each through to the finish line
  • Identify and implement AI-driven automation and LLM integrations to streamline implementation

Who You Are

  • B.S in Finance, Mathematics, Statistics, Business or Economics
  • 2+ years experience working in Technology, Finance, or Consulting
  • Hands-on experience working with complex investment datasets, including multi-asset class portfolios, performance data, and market data from various sources
  • Proficiency in Python, Spark, and/or SQL with familiarity of ETL fundamentals
  • Working knowledge of REST APIs
  • Experience with Databricks and/or a cloud-based distributed data platform
  • Solution-oriented approach and a passion for problem solving
  • Proven ability to research, design and implement solutions for complex problems
  • Positive attitude, strong work ethic, proactive and a high contributing team player
  • Independent, adaptable and can thrive in a fast-paced environment
  • Excellent communication and presentation skills, with proficiency in handling client objections
Skills
PythonSparkSQLDatabricksETLREST APIsData ValidationData AnalyticsLLMAI Automation