Data Client Support Analyst

Accountabilities

• Respond to client inquiries concerning portfolio data feeds and data product functionality, ensuring timely and accurate resolutions within established service-level agreements (SLAs).

• Manage requests from internal Data teams that require client communication or action to investigate and resolve data verification issues.

• Investigate client-reported bugs, data discrepancies, and processing problems, escalating technical issues to Product and Engineering teams when necessary.

• Collaborate with Account Managers, Solutions Architects, and go-to-market stakeholders to coordinate data-related escalations and achieve positive client outcomes.

• Communicate clearly with clients, data providers, and internal teams to gather information, clarify issues, and keep relevant stakeholders informed.

• Contribute to cross-functional projects that improve internal workflows, strengthen data management processes, and support the introduction of new product features and services.

• Maintain accurate documentation of team processes, recurring issues, and troubleshooting procedures.

• Identify opportunities to improve workflows, increase operational efficiency, and enhance the overall client support experience.

Requirements:

• At least 3 years of professional experience in the financial investment or advisory industry.

• Solid understanding of capital markets, portfolio accounting, and customer relationship management.

• Excellent written and verbal communication skills, with the interpersonal ability to work effectively with clients and cross-functional teams.

• Strong attention to detail and the ability to investigate data issues methodically, manage competing priorities, and deliver accurate outcomes.

• A self-motivated and proactive approach, with a willingness to take ownership of responsibilities and follow issues through to resolution.

• A collaborative mindset and a strong commitment to client satisfaction and service quality.

• Experience documenting processes, identifying workflow inefficiencies, and recommending practical improvements.

• Flexibility to work the required US business-day schedule, from6:30 p.m. to 3:30 a.m. India Standard Time (IST).

• Familiarity with Microsoft Office applications, Salesforce, Atlassian tools, SQL, Bloomberg, Thomson Reuters, or other financial services systems is preferred.

• Must have legal authorization to work in India from the first day of employment.Visa sponsorship is not available for this position.

Benefits:

• Opportunity to work with financial data products that support investment professionals and portfolio management workflows.

• Collaboration with client-facing, data, product, and engineering teams in a cross-functional environment.

• Exposure to financial technology, portfolio data management, and data quality initiatives.

• Opportunities to contribute to process improvements, product development initiatives, and operational enhancements.

• A culture that values ownership, collaboration, client success, innovation, and continuous learning.

• Salary, healthcare coverage, paid leave, and other specific benefits are not detailed in the available job description.