About Luma Financial Technologies
Founded in 2018, Luma Financial Technologies (“Luma”) has pioneered a cutting-edge fintech software platform that has been adopted by broker/dealer firms, RIA offices, and private banks around the world. By using Luma, institutional and retail investors have a fully customizable, independent, buy-side technology platform that helps financial teams more efficiently learn about, research, purchase, and manage alternative investments as well as annuities. Luma gives these users the ability to oversee the full, end-to-end process lifecycle by offering a suite of solutions. These include education resources and training materials; creation and pricing of custom structured products; electronic order entry; and post-trade management. By prioritizing transparency and ease of use, Luma is a multi-issuer, multi-wholesaler, and multi-product option that advisors can utilize to best meet their clients’ specific portfolio needs. Headquartered in Cincinnati, OH, Luma also has offices in New York, NY, Miami, FL, Zurich, Switzerland and Lisbon, Portugal. For more information, please visit Luma’s website
About the role
The Operations Team is responsible for the creation and maintenance of product data, new client implementation set up, demo account creation, development release testing product and account support, and Learning Center administration. The Operations team is essential in ensuring the quality of the user experience by governing product data quality and user account permissions. The Product Data Specialist plays an important role in providing and governing accurate product and client/user data to support the Luma Platform.
What you'll do
- Responsible for product documentation analysis, data entry and analysis, as well as data reconciliation.
- Participate in the continuous improvement of the department's processes and collaborates with Luma internal teams to ensure timely and accurate execution of requests.
- Abide by standard procedures and practices.
- Master systems such as Bloomberg, SQL, and Access data management systems.
- Maintain required logs and supporting documentation.
- Promptly escalate issues to appropriate personnel.
- Proactively develop and improve standard templates, materials, policies and procedures.
- Relay key information in a timely to the client support team.
- Serve as an internal resource for product and platform knowledge.
Qualifications
- Experience with Microsoft Access, Excel, and SQL a plus.
- Passion for industry and product knowledge and a commitment to excellence
- Demonstrated experience as a problem solver, with above average organizational and communication skills
- Bachelor's degree in Finance, Economics, Accounting, Business, or related equivalent work experience desired
- A willingness to roll up your sleeves and work in a fast paced and high-pressure environment
- Strong verbal and written communication skills
- Ability to work independently with minimal supervision, prioritize requests and sustain a high level of attention to detail