Data Consultant

Full Time
Mid Level

As a leading global technology solutions provider to the investment management industry, Confluence helps clients solve complex investment data challenges across the front, middle and back office. From innovative portfolio analytics to regulatory and financial reporting solutions, Confluence invests in the latest technology and data and in its team of industry experts to meet the evolving needs of asset managers and service providers. Headquartered in Pittsburgh, PA, Confluence services over 400 clients in 40 countries, with locations across Europe, North America, South Africa, Australia and Asia.

Our platform requires both an excellent understanding of client business challenges and the ability to translate this need into applied software solutions; each member of the team brings unique expertise based on industry experience in financial services and/or information technology. The Data Consultant is expected to have strong skills in both written and verbal communication, working knowledge of scripting and querying data (e.g., Oracle and/or SQL Server), and experience in data visualization and mapping (e.g., Tableau and/or MapForce).

Perform the following responsibilities at an intermediate level:

  • Deliver assigned tasks/projects and tickets (as applicable) on time and to the defined quality standards.
  • Use the Confluence solutions, tools and processes to meet the requirements of internal and external clients.
  • Demonstrate product competency and ability to implement best practices, share this knowledge with colleagues and clients. 
  • Collaborate with team members and external stakeholders/partners (as applicable) to ensure work priorities and stakeholder deliverables are scoped, met or escalated.
  • Analyze, research and resolve complex issues both independently and through interaction with clients, colleagues and other departments.
  • Demonstrate a working knowledge of company processes.
  • Independently provide solution design, configuration, testing and documentation activities to internal stakeholders to ensure governance standards are adhered to.
  • Flexible work hours to support 24/7 client coverage.  (some positions may require a different working pattern).
  • Communicate with stakeholders/partners in a competent and professional manner at all times.
  • Other duties as assigned.


Perform the following skills at an intermediate level:

  • Proficient problem-solving capabilities and ability to apply these to Confluence data driven investment management solutions.
  • Detail oriented, organized and capable of independently managing assigned workload and time.
  • Ability to handle multiple priorities and tasks as well as work with management and the wider team to load-balance work and priorities.
  • Self-starter, independent learner with the ability to share knowledge and train others.
  • Flexible and adaptable.
  • Key contributor to the team, working both collaboratively and autonomously as required.
  • Effective communicator with the ability to chair calls, advise others and present content to various stakeholders/partners and clients.
  • Highly proficient skills in Microsoft Office Suite.


Qualifications & Experience

  • Bachelor’s degree in related field or equivalent work experience.


  • Computer science, business systems or IT related degree preferred
  • 2 - 5 years’ experience

Confluence Technologies Inc. is an Equal Opportunity Employer.


To understand how and why we hold your data please view the relevant Privacy Statement:

Confluence Privacy Statement

Confluence Privacy Statement - South Africa


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