Senior Financial Data Analyst - Id

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:

• Design client presentations and enhance customised reporting experience
• Process financial data (from pdf/excel/datafeed) using various internal systems
• Reconcile, and interrogate the aggregated investment portfolio for inconsistencies and errors

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 & sales team to resolve client's data related questions

Requirements

• Python skills for task automation, data analysis, and data visualization
• For overseas applicants it will be fully remote
• Team player with good interpersonal skills
• Meticulous attention to detail
• 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
• Proactive at seeking improvements to workflows
• Experience with Trifacta or any Data Wrangling tools (ETL) is highly preferred
• At least 5 years of financial data analayst experience
• Experience with Tableau is highly preferred
• Ability to work under pressure

Benefits

• Training Allowance
• Flat management structure
• Fun start-up culture
• Opportunities to accelerate your career and drive your passion
• Medical Health Insurance
• Employee Share Plan
• Performance Bonus
• Chance to make a real impact - and be rewarded for it!

Remuneration

• Salary commensurate with experience