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Tier-1 brand, metro location, mid-level generalist role, and common candidate profile increase applicant density.
Role requires finance/capital markets experience and vendor platform knowledge, limiting cross-industry transferability.
Explicit MBA requirement and 3–5 years experience plus finance domain expectations raise hiring rigidity.
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Support submission, validation, reconciliation, and accuracy of client interaction and engagement data across internal and vendor platforms.
Identify, investigate, and resolve data breaks and exceptions within defined timelines; deliver customized reports and dashboards to clients and senior management.
Collaborate with cross-functional teams to improve data processes, guide IT on automation/UAT, and implement AI-enabled tools (e.g., Copilot) to enhance efficiency and data integrity.
3–5 years experience in financial services, operations, data management, analytics, or related field.
Proficiency in MS Excel (formulas, pivot tables), MS Office; experience with vendor platforms like Bloomberg, Dealogic, or CorpAxe.
Basic exposure to automation or data tools (e.g., VBA, Python, Alteryx, Power BI) preferred; exposure to AI-enabled productivity tools preferred.
Work Experience Required: 3–5 years; Notice Period: Not explicitly mentioned in the JD.
Experienced in financial services or capital markets with strong operational and data management background.
Analytically strong, detail-oriented, and proficient in handling large datasets and complex data reconciliation.
Comfortable driving process improvements and automation initiatives using technology and collaborating with IT and cross-functional teams.