Financial Data Analyst – Wealth Tech

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🔥 0 minutes ago

🌐 Singapore, Malaysia, +3 more countries – Remote

🇸🇬 Singapore – Remote 🇲🇾 Malaysia – Remote 🇻🇳 Vietnam – Remote 🇮🇩 Indonesia – Remote 🇵🇭 Philippines – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

📉 Data Analyst

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Canopy

WebsiteLinkedInAll Job Openings

11 - 50 employees

💸 Finance

💳 Fintech

🔐 Security

Finance • Fintech • Security

Canopy is a wealth management software company that provides state-of-the-art reporting and analytics for family offices and wealth managers. Their platform consolidates data from a variety of asset types, including structured products, private equity, and real estate, into intuitive, flexible reports that can be customized to meet specific client needs. Canopy emphasizes data security, meeting international information security standards like IS0-27001 and employing advanced encryption techniques. Their software is trusted by top wealth managers and private banks, offering features such as custom analytics, portfolio consolidation, and secure access. With its headquarters in Singapore and an additional location in Zurich, Canopy serves prestigious clients worldwide, including several of the wealthiest family offices.

📋 Description

• Ensure the accuracy, completeness, and consistency of data extraction and aggregation of complex investment portfolio data using proprietary aggregation software • Investigate and resolve aggregated data inconsistencies and errors across balances • Reconcile trading history and end-of-day holdings data, identify account discrepancies, and find potential solutions • Review reconciliation output and escalate aging exceptions in a timely manner • Contribute to enhancements of internal systems for more efficient, accurate, and timely data aggregation • Build tools and processes to improve and scale data reconciliation • Collaborate with the product team on new features, including cost and process impacts • Ensure security and privacy of sensitive data in compliance with regulatory requirements • Serve as an escalation point for Sales, Client Success, and Product teams on client data-related questions • Liaise with custodian representatives to address gaps in financial data sources • Provide training and support to staff on data-related processes and systems

🎯 Requirements

• Bachelor’s degree in Finance, Accounting, Information Systems, or a related field • Fresh graduates are welcome to apply • Advanced proficiency in Microsoft Excel • Proficiency in Python and SQL is a bonus • Strong analytical and problem-solving skills • Understanding of financial instruments across asset classes • Willingness to work with large data sets • Meticulous attention to detail and ability to work under pressure • Strong communication and interpersonal skills • Ability to work independently and as part of a team • Proactive approach to workflow improvements • Experience with Tableau, Trifacta, or other data wrangling tools is highly preferred