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This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Portfolio Data Operations Analyst in India.
This role sits at the core of global investment data operations, ensuring that complex portfolio information is accurately processed, validated, and delivered within strict service timelines. You will work with high-volume financial datasets covering trades, positions, and market data to ensure integrity across client portfolios. The position plays a key role in monitoring data pipelines, resolving processing exceptions, and maintaining the accuracy of investment information used by financial professionals worldwide. You will collaborate closely with internal operations teams, engineering, product, and external data providers to troubleshoot issues and improve workflows. The environment is fast-paced and highly detail-oriented, requiring strong analytical thinking and disciplined execution. This is an opportunity to contribute directly to the reliability of a large-scale financial data platform powering global investment decisions.
Accountabilities:
- Perform daily validation and verification checks to ensure accuracy, completeness, and timeliness of client portfolio data within defined SLAs.
- Investigate, troubleshoot, and resolve data pipeline issues, trade processing exceptions, and position discrepancies in collaboration with support and engineering teams.
- Handle data-related queries from clients, internal teams, and external data providers in a timely and structured manner.
- Support the processing and reconciliation of portfolio transactions, ensuring data consistency across systems and workflows.
- Maintain operational documentation, workflows, and procedural guides while ensuring accurate tracking of key operational metrics.
- Collaborate with Product and Engineering teams to identify process inefficiencies and contribute to automation and tooling improvements.
- Assist regional teams with operational tasks, workflow support, and cross-functional data initiatives.
Requirements:
- 2+ years of experience in financial services, investment operations, asset management, or capital markets environments.
- Strong understanding of trade lifecycle, portfolio data, and middle/back-office operations processes.
- High attention to detail with proven ability to execute structured processes accurately under tight deadlines.
- Strong analytical and problem-solving skills with the ability to investigate complex data issues.
- Excellent communication and interpersonal skills to interact with internal teams, clients, and external data partners.
- Ability to multitask, prioritize effectively, and remain composed in a fast-paced operational environment.
- Proficiency with tools such as Excel, Google Workspace, Jira, Confluence, or similar financial systems; SQL or Salesforce is a plus.
- Willingness to work US business hours (6:30 PM to 3:30 AM IST) and adapt to flexible schedules.
Benefits:
- Competitive compensation aligned with experience and industry standards.
- Remote-friendly or flexible work arrangements depending on team structure.
- Opportunity to work with global financial datasets and leading investment institutions.
- Exposure to advanced data platforms, financial systems, and operational tooling.
- Career development in a high-growth, data-driven investment technology environment.
- Collaborative, learning-focused culture with strong emphasis on ownership and innovation.
- Inclusive workplace supporting diversity, growth, and continuous improvement.
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