Senior Data Integration Specialist
Permanent - Full TimeJob Overview
Boston-Hybrid
Why Confluence?
At Confluence, we’ve always been driven by a commitment to innovation, precision, and partnership in the investment data space. Our global footprint now spans multiple countries, giving our employees the opportunity to get exposure to other countries and cultures. And it stands to reason that none of this would have been possible without the hundreds of hard-working employees who work at Confluence.
More about the role & team
The Senior Data Integration Specialist role manages and optimizes data flow to our performance reporting platform utilized by Institutional Investment Consultants and Asset Owners. The primary responsibility of this position is to build and maintain robust integrations with custodial banks and other financial institutions. The individual will oversee all aspects of custodial data management including vendor management, data acquisition and mapping, and ingestion into PARis, our performance reporting platform.
This function is critical in automating customer workflows, which is one of our key strategic objectives. The individual is expected to work closely with vendors, clients and related third parties so strong client-facing skills, relationship building and a positive attitude are required.
What skills and experience do I need to succeed?
What you’ll bring 🧠
- Custodial data mastery and how transactions/positions translate into performance systems (PARis). 💾➡️📊
- Investment performance & accounting knowledge (e.g., positions, transactions, TWR). 📈📚
- SQL (querying) and Python for analysis/automation — you’re a self‑service problem‑solver, not necessarily a full‑time developer. 🐍🧮
- Familiarity with financial instruments (stocks, bonds, indices) and large datasets/data quality. 📘📈
- Communication, persistence, and a go‑getter mindset to move complex admin processes forward. 💬⚡
Nice to have 🌈
- Experience at custodial banks such as BNY Mellon, State Street, JPMorgan, Northern Trust, Schwab, Fidelity, Citi, M&T. 🏦
- Background with data/aggregation or performance providers like MSCI, Cygnus, PCR, Clearwater, Atapar, ByAllAccounts, Broadridge. 🧰
- Exposure to building integration workflows and ETL
Who we serve 🙌
Institutional Investment Consultants and Asset Owners who rely on timely, accurate performance reporting — and on you to make the data click. 🧩📈
🚀 Growth & Opportunity
“Join us on the ground floor and help build something industry‑defining.”
If this sounds like you, we’d love to hear from you!