Canopy (https://canopy.cloud) is a Singapore based fintech that offers next generation account aggregation, portfolio analytics and client reporting solutions for high net-worth individuals and wealth professionals. We are a B2B player and collaborate with private banks, family offices, external asset managers, trust companies and other private wealth institutions.
Our Product Development team designs and delivers attractive and high performing products to our global partners and clients. We are looking for a Data Analyst to join our team.
The Data Analyst - Client Reporting owns the entire lifecycle of client reporting which includes requirement gathering, scope definition, cost estimation, report creation, data validation, documentation, maintenance and customer support activities
Client/Stakeholder Management
- Work with clients to understand requirements, define scope, design and deliver custom solutions, answer report related queries in a timely manner
- Ensure good flow of communication with clients as well as internal teams to ensure that deliverables are completed within agreed timelines
Report Delivery
- Manage the list of reporting requests and prioritize them based on internal/external feedback
- Produce high quality client reports and dashboards using Tableau and Stimulsoft
- Provide quality assurance support by reviewing reports for inconsistencies, validating output against requirements, reporting criteria and formatting criteria
- Where applicable, work with product and technical teams to ensure completeness of solution and removal of any blockers to execution
- Continuously enhance the reporting standard solutions available to include new types of analyses, improve quality of existing analyses to enhance usability of these reports
Process/Product Improvement
- Actively contribute to the enhancement of our internal systems to make our processes more efficient, accurate and timely
- Evaluate changes and updates to source production systems to ensure impact to client reports are managed proactively
- Work cross-functionally to ensure operations can be scaled up effectively to support business growth
Requirements
- Knowledge of financial/investments products and portfolio evaluation metrics
- Proficiency with data visualization tools such as Tableau and willingness to learn new tools like Stimusoft
- Proficiency in SQL
- Proficiency in Python would be an added advantage
- Strong analytical/data analysis as well as data wrangling skills
- Solid organizational and time management skills including attention to detail and multitasking
- Ability to work well independently as well as part of a team
- Excellent communication and presentation skills
Related Job Searches:
- Company:
Canopy Pte Ltd - Designation:
Data Analyst Intern - Client Reporting - Profession:
Banking / Finance - Industry:
Finance