Remote Digital Marketing Data Analytics Lead

Jobsultant Solutions; New York (NY); Remote; USD 70,000 - 90,000; Full time

Job summary

A financial services firm is seeking a Digital Marketing Data Analyst | Manager to manage daily reconciliation and processing tasks for Alternative Investments. The role involves analyzing transfer requests and regulatory obligations, as well as solving complex issues in client transactions. Strong analytical and problem-solving skills are essential for ensuring client satisfaction and successful operations. The ideal candidate should have experience with Salesforce and an understanding of trading processes.

Qualifications

• Experience in handling trade and reconciliation processes.
• Knowledge of regulatory obligations important for the role.
• Ability to communicate effectively with clients and team members.

Responsibilities

• Conduct daily reconciliation and processing of transactions.
• Analyze membership agreements or transfer requests.
• Provide solutions to internal and external issues.
• Timely processing of client transactions and returns.

Skills

Analytical skills

Problem-solving

Client communication

Regulatory compliance knowledge

Tools

Salesforce

Job description

A financial services firm is seeking a Digital Marketing Data Analyst | Manager to manage daily reconciliation and processing tasks for Alternative Investments. The role involves analyzing transfer requests and regulatory obligations, as well as solving complex issues in client transactions. Strong analytical and problem-solving skills are essential for ensuring client satisfaction and successful operations. The ideal candidate should have experience with Salesforce and an understanding of trading processes.