Client Delivery Specialist Associate at Above and Beyond Talent Acquisition, Inc

Job DescriptionJob DescriptionPosition Title: Client Delivery Specialist AssociateLocation:  TBDStatus: Contract — 6 months, Status: TBDShift / Schedule: To be determined Pay Range: Open to Market/ W-2 Our client is seeking a Client Delivery Specialist Associate to join the Automation team within the Data Solution department. This role will ensure a seamless flow of financial data for the client and internal teams. This individual will support business critical processes from portfolio management system conversions to performance reconciliation.This role offers the opportunity to contribute directly to our mission by ensuring the accuracy and integrity of our financial data. This person will be a part of a dynamic team focused on innovation and efficiency, working with cutting-edge technology to streamline client onboarding and reporting. QualificationsBachelor's degree with a concentration in finance, computer science, statistics, mathematics, data science, or a similar field2-5+ years in the financial industry, demonstrating a proven track record of financial product support, technical proficiency, and solid accounting knowledgeExpertise with Addepar and familiarity with other portfolio management systems, such as Advyzon, APX, Axys, Black Diamond, Orion, Ridgeline, TamaracStrong background working with financial custodial data and proficiency supporting alternative financial instrumentsAdvanced proficiency in Excel and text file manipulation. Familiarity with other data formats, such as JSON, XML, and unstructured-to-structured transformation is a plusExperience with at least one of the following: Python, SQL, Power Automate or other large data set software, demonstrating the ability to extract and transform dataDemonstrated history of automating data-related processes such as data integration, including log file creation and maintenanceUnderstanding of Salesforce, Monday.com, Jira, and GitLabComfort working with a geographically dispersed teamStrong interpersonal verbal and written communication skills and comfortable communicating with clients as neededAchievement of, or working towards, an MS/MBA, CFA, CAIA, or CFP is a plusKey Responsibilities: Lead data conversion projects, including extracting, transforming, and loading (ETL) data between portfolio management systems. This involves understanding source system requirements, mapping data to new system standards, and managing the conversion of large datasets from legacy systems.Integrate historical financial data by converting potentially complex and unstructured data files and statements into structured formats suitable for backfilling.Provide support for automated data feeds, troubleshooting issues and ensuring the seamless transformation of daily financial transactions and positions into source system imports. This requires a strong understanding of the automated data processing system.Respond to ad-hoc data requests from client-facing teams, providing timely and accurate information.  Perks of working with US / What we offer:Competitive Salary.Health, dental, and vision insurance.Company 401K plan.Strong commitment to individual Professional Development and growth opportunitiesEngaging in team-building events and recognition.For more information and to express interest, please contact our recruiting team via Email: [email protected] ​****  Above and Beyond Talent is an equal opportunity employer and staffing firm. We are committed to providing equal employment opportunities without regard to race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, veteran status, or any other characteristic protected by law. We believe that diversity enriches our work community and enhances the quality of our services. We actively encourage interest from clients and candidates of all backgrounds, and we are dedicated to hiring and fostering a diverse team that reflects the global communities in which we operate.Company DescriptionA&B Talent Acquisition was founded by CEO Keith Harper, whose career achievements include driving over $500 million in revenue for previous employers, with a mission to redefine talent acquisition through excellence and client-centered partnerships. Since its inception, A&B Talent has grown nearly 1,000% annually over its first three years in business, establishing itself as a premier partner in staffing, with a unique approach that prioritizes both technical skill and cultural fit. Backed by over 50 years of combined industry expertise, our leadership team specializes in technical, executive, and professional placements across diverse sectors, delivering results that help clients meet ambitious goals.We’re excited to bring this commitment and expertise to every project, driving impactful workforce solutions together.Company DescriptionA&B Talent Acquisition was founded by CEO Keith Harper, whose career achievements include driving over $500 million in revenue for previous employers, with a mission to redefine talent acquisition through excellence and client-centered partnerships. \r\rSince its inception, A&B Talent has grown nearly 1,000% annually over its first three years in business, establishing itself as a premier partner in staffing, with a unique approach that prioritizes both technical skill and cultural fit. Backed by over 50 years of combined industry expertise, our leadership team specializes in technical, executive, and professional placements across diverse sectors, delivering results that help clients meet ambitious goals.\r\rWe’re excited to bring this commitment and expertise to every project, driving impactful workforce solutions together.