Portfolio Data Analyst

We are seeking dynamic Portfolio Data Analysts to join our team and collaborate closely with our founders, financial analysts, product managers, and engineers. In this role, you'll play a pivotal part in supporting our client onboarding and success team. You'll need a strong ability to analyze financial data, translate insights into actionable strategies, and effectively guide clients through our platform's features to drive their success. Responsibilities: Analyze and onboard portfolio data fr…