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Full-Time

Data Support Analyst

Posted on 6/12/2024

Yodlee

Yodlee

501-1,000 employees

Data aggregation and analytics for finance

Data & Analytics
Fintech

Entry

Berwyn, PA, USA

Category
Customer Support
Customer Success & Support
Required Skills
Word/Pages/Docs
PowerPoint/Keynote/Slides
Requirements
  • College degree or equivalent working experience
  • Working knowledge of the securities industry and various types of investment vehicles
  • Intermediate understanding of quality control methods
  • Highly organized with strong attention to detail
  • Ability to work under pressure
  • Basic level skills to critically analyze information
  • Strong math skills
  • Proficient with Microsoft Word, Excel, and PowerPoint
Responsibilities
  • Implement/Build new investment products based on instructions
  • Maintain/Edit products as required
  • Communicate with money management firms and data providers
  • Obtain information for onboarding new money management firms
  • Perform daily duties including problem resolution
  • Escalate issues and assist with problem-solving
  • Research and resolve intermediate level issues
  • Participate in root cause analyses
  • Establish and maintain relationships with internal departments
  • Support scorecard goals and objectives
  • Participate in special projects
  • Adhere to Envestnet policies and procedures

Envestnet | Yodlee is a global leader in data aggregation and analytics, offering solutions for consumers and financial institutions, including data aggregation, analytics, account verification, and APIs for personalized FinTech experiences with comprehensive and accurate data. Their technology products encompass data aggregation, analytics, account verification, and easy-to-implement APIs, catering to the needs of over 1,400 financial institutions and FinTech companies, including 15 of the top 20 U.S. Banks.

Company Stage

M&A

Total Funding

$742M

Headquarters

Redwood City, California

Founded

1999

Growth & Insights
Headcount

6 month growth

-7%

1 year growth

-16%

2 year growth

-42%

Benefits

Medical (High Deductible Health Plan, Kaiser HMO and PPO), Dental, Vision

401(k) Match

On-site Flu Shots

On-site Biometrics Screening

Employee Assistance Program (EAP)

Life Insurance and AD&D

Short and Long Term Disability

On-site Gym

Fully Stocked Kitchen

Tuition Reimbursement

Employee Referral Bonus

Casual Dress Code

Mobile Reimbursement

INACTIVE