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Data Aggregation Specialist

Confirmed live in the last 24 hours



501-1,000 employees

Data aggregation and analytics for finance

Data & Analytics


Raleigh, NC, USA

Quality Control & Compliance
Supply Chain Management
Operations & Logistics
Required Skills
  • Bachelor’s degree in related field preferred
  • 1-3 years of experience in the financial services or related industry required
  • Overall understanding of the work environment and operational processes
  • Self-motivated and able to work independently
  • Working knowledge of the securities industry and investment vehicles
  • Understanding of General Securities rules and Financial Industry Regulations
  • Precise understanding of Operations within the Financial Services Industry
  • Knowledge of Investment and Financial Services Industry terminology
  • Ability to critically analyze information and make recommendations
  • Adaptability to changing priorities
  • Strong team collaboration skills
  • Information-gathering and troubleshooting skills
  • Proficiency in Microsoft Word and Excel
  • Strong math skills
  • Provide day-to-day operational support for data aggregation providers
  • Serve as the Data Aggregation resource for onboarding projects and conversions
  • Support issues related to Auto Claim and configuration requests
  • Monitor and review daily download and reconciliation data
  • Work directly with Data Aggregation providers to resolve problems and improve processes
  • Establish and maintain relationships with client service teams
  • Support internal groups working with firms/clients on Data Aggregation
  • Facilitate best practice process management
  • Daily monitoring of Data Aggregation Support Group Email Box
  • Adhere to Envestnet legal, compliance, risk, and administrative policies

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


Total Funding



Redwood City, California



Growth & Insights

6 month growth


1 year growth


2 year growth



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