Product Data Specialist

Luma Financial Technologies, LLC; Lisboa; Presencial; EUR 30 000 - 50 000; Tempo integral

Resumo da oferta

Luma Financial Technologies, LLC is seeking a Product Data Specialist in Lisbon, Portugal. This role involves performing product documentation review, managing data accuracy, and enhancing processes for a high-quality user experience. Ideal candidates will have strong organizational skills and a bachelor's degree in a relevant field.

Your expertise in Excel and SQL, along with commitment to product excellence, will make you a crucial part of our Operations Team.

Qualificações

• Experience with Microsoft, Excel, and SQL is a plus.
• Passion for industry and product knowledge.
• Demonstrated experience as a problem solver.

Responsabilidades

• Perform product documentation review, data entry, data analysis, and reconciliation.
• Collaborate across internal teams to ensure timely and accurate execution of requests.
• Maintain required logs, documentation, and compliance with standard procedures.

Conhecimentos

Microsoft Excel

SQL

Communication skills

Organizational skills

Formação académica

Bachelor's degree in Finance, Economics, Accounting, Business

Descrição da oferta de emprego

Founded in 2018, Luma Financial Technologies (“Luma”) has pioneered a cutting‑edge fintech software platform that has been adopted by broker/dealer firms, RIA offices, and private banks around the world. By using Luma, institutional and retail investors have a fully customizable, independent, buy‑side technology platform that helps financial teams more efficiently learn about, research, purchase, and manage alternative investments as well as annuities .Luma gives these users the ability to oversee the full, end‑to‑end process lifecycle by offering a suite of solutions. These include education resources and training materials; creation and pricing of custom structured products; electronic order entry; and post‑trade management. By prioritizing transparency and ease of use, Luma is a multi‑issuer, multi‑wholesaler, and multi‑product option that advisors can utilize to best meet their clients’ specific portfolio needs. Headquartered in Cincinnati, OH, Luma also has offices in New York, NY, Miami, FL, Zurich, Switzerland and Lisbon, Portugal . For more information, please visit Luma’s website

About the role

The Operations Team is responsible for creating and maintaining product data that ensures a high‑quality user experience through strong data governance. The Product Data Specialist plays a key role in managing and ensuring the accuracy of product to support the Luma Platform.

What you'll do

• Perform product documentation review, data entry, data analysis, and reconciliation.
• Collaborate across internal teams to ensure timely and accurate execution of requests and relay key information to client support.
• Maintain required logs, documentation, and compliance with standard procedures.
• Escalate issues promptly to appropriate personnel.
• Contribute to process improvements by developing and enhancing templates, policies, and procedures.
• Serve as an internal resource for product knowledge.

Qualifications

• Experience with Microsoft, Excel, and SQL a plus.
• Passion for industry and product knowledge and a commitment to excellence
• Demonstrated experience as a problem solver, with above average organizational and communication skills
• Bachelor's degree in Finance, Economics, Accounting, Business, or related equivalent work experience desired

What Makes you Stand Out?

• A willingness to roll up your sleeves and work in a fast paced and high‑pressure environment.
• Strong verbal and written communication skills.
• Ability to work independently with minimal supervision, prioritize requests, and sustain a high level of attention to detail.