Data Specialist (Finance)

Join Forage AI as a Data Specialist working with financial datasets. If you're detail-oriented, comfortable with tech, and genuinely enjoy working with data, this could be a great fit. You'll be part of a collaborative team alongside engineers building cutting-edge solutions in data science and automation.

Responsibilities:

Our finance data specialists play an integral role in ensuring that our clients consistently receive high-quality datasets in a timely manner. You will collaborate with our dev team to ensure the end-to-end completion of the Extraction-QA-Feedback-Delivery process. You will meet our end goal of ensuring that our clients receive carefully curated datasets that are customized and structured as per their requirements. Here's what you'll do:

Extract, QC, audit, and deliver completed and approved datasets meeting predetermined deadlines with a goal of complete accuracy.

Research and troubleshoot issues associated with data and/or tools provided.

Catch and report bugs by highlighting trends and exceptions that require fixes.

Suggest process improvement ideas that will bring efficiency and structure to workflows.

Implement automation solutions to make our QA processes more robust and efficient.

Work closely with our team of developers to manage ETAs and deliverables

Assist our AI and RPA models by manually parsing data for delivery or process automation. Conduct domain-specific preliminary research for building subject matter expertise

Own end-to-end operations process for your daily project deliverables.

Respond to client inquiries related to ongoing projects.

Requirements:

Must have at least a bachelor's degree in any field. (Degrees in finance or commerce would be preferred)

Must have worked on Excel / Google Sheets for at least 1 year.

Knowledge of Private Market and Mergers and Acquisitions is a must

Good knowledge of the financial data industry and the capital market

Some hands-on experience in financial data handling and research

Familiarity with XPath, SQL, or any query/coding language would be a plus. Excellent attention to detail and proven ability to perform under pressure.

A quick learner with a strong analytical mindset who is tech-savvy and enjoys working with data.

An open-minded, motivated self-starter with a positive approach to problem-solving.

An active listener who can effectively translate instructions into action.

Other Infrastructure Requirements:

Since this is a completely work-from-home position, you will also require the following -

High-speed internet connectivity for video calls and efficient work.

Capable business-grade computer (e.g., modern processor, 8 GB+ of RAM)

Dedicated workspace (at home) for uninterrupted and efficient work.

Headphones with clear audio quality.

Stable power connection and backups in case of internet/power failure.

Additional Information:

While we do have separate teams for AI & ML, this job does not guarantee an organic segue into these roles.

This is not an opportunity to develop a career solely in data visualization.