Financial Market Data & Research Operations Analyst

Optima Forma LDA; Loulé; Híbrido; EUR 40 000 - 50 000; Tempo integral

Resumo da oferta

A financial research technology startup is seeking a Research Operations Analyst to support their analytical and data workflows. This hybrid role in Loulé, Algarve, requires 3–6 years of experience in research operations or financial data analysis. The position offers a competitive salary of €40,000 – €50,000, and relocation support for candidates within Europe to enjoy the Algarve lifestyle.

Serviços

Relocation support

Competitive compensation

Innovative career opportunities

Qualificações

• 3–6 years in sell-side or buy-side research operations.
• Experience in reconciling or normalizing financial datasets.
• Familiarity with financial data standards.

Responsabilidades

• Design and maintain unified research ontology.
• Normalize financial data and validate mappings.
• Partner with QA team for User Acceptance Testing.

Conhecimentos

sell-side or buy-side research operations

investment-banking research

financial-data analysis

consensus / estimates data

RIXML

GICS

ISIN

CUSIP

taxonomy

ontology

Formação académica

Bachelor's degree in Finance, Economics, Business Administration, Information Systems, or related field

Ferramentas

Excel

SQL

BI tools

Monday.com

Jira

Confluence

Descrição da oferta de emprego

Financial Market Data & Research Operations Analyst – Hybrid Algarve, Portugal

We're excited to help our client Aiera.com, a fast-growing, well-funded American startup in the financial research technology industry, to build their team in the Algarve.

Overview

Aiera is hiring a Research Operations Associate to support the analytical, data-mapping, and ontology-governance workflows that power its global financial research and AI ecosystem.

This position focuses on structuring consensus data, aligning taxonomies, and validating analytical relationships across multiple market-data and research feeds.

We’re looking for candidates with 3–6 years of experience in sell-side or buy-side research operations, investment-banking research, or financial-data analytics who understand how research, estimates, and financial data are created, classified, and reconciled across providers.

The ideal candidate combines analytical depth with data-quality discipline and has a passion for improving how financial research is organized and delivered through AI systems.

NOTE

• This is not a traditional investment-banking or equity-research role. It is designed for professionals who understand how research data is structured and standardized, not those who author valuation reports or client recommendations.
• This is not a data-engineering position — the role is analytical and operational. The focus is on mapping, validation, and ontology alignment, not coding or pipeline development.

This is a hybrid role based around Loulé / Faro, Algarve (2–3 days per week at the office).

Competitive compensation in the range of €40,000 – €50,000 gross annual, plus relocation support for candidates within Europe to make the move to the Algarve to enjoy a Mediterranean lifestyle along with an innovative career in financial research intelligence.

Overview

We are seeking a Research Operations Analyst to assist in the operational execution, data governance, and research provider management activities that underpin Aiera’s research and data ecosystem. Working directly with the Director of Research Operations, this role owns the end-to-end workflows governing research ingestion, entitlement management, taxonomy alignment, and data integrity — ensuring a unified structure across all sell-side providers.

This role is well-suited for candidates with sell-side research operations experience, strong organizational skills, and a working knowledge of data workflows, entitlements, and market-data integration. The ideal candidate is detail-oriented, analytical, and comfortable navigating both operational and technical workflows within a fast-paced fintech environment.

About Aiera

Aiera is a rapidly growing fintech company developing responsible AI solutions for financial professionals. Partnering with leading global institutions, Aiera transforms how research, events, and market data are discovered and consumed through real-time intelligence and AI-driven insights.

We value curiosity, accountability, and precision — fostering a collaborative culture where every team member contributes directly to building scalable, compliant, and data-driven research infrastructure.

Key Responsibilities

1. Research Ontology & Taxonomy Alignment

• Design, document, and maintain the unified research ontology used to classify research reports, analysts, sectors, and themes.
• Align Aiera’s internal taxonomy with external standards (GICS, RIXML, ISIN, CUSIP).
• Reconcile discrepancies in provider naming conventions and ensure consistency across systems.

2. Consensus Mapping & Data Validation

• Support the normalization and reconciliation of financial data and estimates across multiple feeds.
• Validate accounting mappings, author attributions, and cross-feed linkages to ensure analytical consistency.
• Participate in QA and UAT testing to confirm readiness of new data models or ontology updates.

3. QA & UAT Support

• Partner with the QA team to design and execute User Acceptance Testing (UAT) for new data-model updates or feed integrations.
• Identify anomalies or data gaps and document corrective actions.
• Contribute to version-controlled SOPs and data-quality dashboards.

4. Prompt-Engineering Support

• Work closely with the AI / Product teams to refine prompt logic for research data extraction and summarization.
• Provide domain context and structured examples to improve AI accuracy on financial research content.

5. Cross-Team Collaboration

• Liaise with sell-side data providers, internal research operations, and engineering teams to ensure alignment on taxonomy, mapping, and data standards.
• Maintain precise documentation and governance materials for data standards and workflows.

Skills and Experience

1. Must Have Experience

1. 3–6 years in sell-side or buy-side research operations, investment-banking research, or financial-data analysis.
2. Experience reconciling or normalizing consensus / estimates data or managing financial-research datasets.
3. Familiarity with RIXML, GICS, ISIN, CUSIP, and financial data standards.
4. Exposure to taxonomy, ontology, or data-mapping frameworks used in financial systems.

2. Technical Skills

1. Proficiency with Excel; experience using SQL, BI tools, or analytics dashboards to validate and reconcile datasets.
2. Familiarity with APIs, SFTP, and data-integration methods to work with research data feeds (e.g. Bloomberg, Refinitiv)
3. Experience using AI-assisted research or data-analysis tools (e.g., ChatGPT, Claude, AlphaSense, or similar LLM interfaces
4. Experience with project-management or workflow platforms (e.g., Monday.com, Jira, Confluence).

3. Soft Skills

• Analytical mindset with precision in taxonomy and metadata work with meticulous attention to detail.
• Excellent verbal and written communication skills in English; able to convey technical information clearly.
• Curiosity about AI and data-driven research automation.
• Proactive, ownership-driven approach — able to balance multiple projects in a fast-paced, data-intensive, international environment.

4. Education

1. Bachelor’s degree in Finance, Economics, Business Administration, Information Systems, or related field.

• Advanced coursework in financial analysis, data governance, or information management is a plus.

What You’ll Gain

• Opportunity to grow within a scaling fintech organization shaping the next generation of research operations and AI-driven insights.
• Direct collaboration with global research providers and data-standard organizations.
• Exposure to AI-driven prompt-engineering workflows for financial data.
• Career growth toward data‑governance, ontology architecture, or AI data‑training roles.
• Support to relocate and enjoy the celebrated Algarve lifestyle, alongside a community of international professionals.