Senior Data Integration Specialist

Overview

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 exposure to other countries and cultures. This has been possible thanks to the hundreds of hard-working employees who work at Confluence.

Department: Product - Analytics

Employment Type: Permanent - Full Time

Location: Boston, US

Reporting To: Timothy Stratton

Boston - Hybrid

The Senior Data Integration Specialist role manages and optimizes data flow to our performance reporting platform used by Institutional Investment Consultants and Asset Owners. The primary responsibility is to build and maintain robust integrations with custodial banks and other financial institutions. The role oversees 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.

• Manage and optimize data flow to the PARis performance reporting platform.
• Build and maintain integrations with custodial banks and other financial institutions.
• Oversee custodial data management including vendor management, data acquisition and mapping, and ingestion into PARis.
• Automate customer workflows to support key business objectives.
• Collaborate with vendors, clients, and third parties; demonstrate strong client-facing skills and relationship-building.

• 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 — self-service problem-solving, 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.
• Experience at custodial banks.
• Background with data/aggregation or performance providers.
• Exposure to building integration workflows and ETL.

Confluence offers generous benefit packages for team members. As a growing, global organization, we provide benefits that matter to employees and their families. This includes:

• 🕚 Generous Time Off packages including additional half days with each public holiday in your location.
• 🌎
  Global Career Development opportunities.
• 🎊
  Social Events
  .
• 💵
  Referral Bonus scheme - Up to $3,000 per successful referral.
• 🚀 Plus many more.

We offer flexible working options for all employees. East Coast preferred with proximity to Boston / Pittsburgh for periodic in-person collaboration.

We look for people who align with our 4 values:

• Integrity
  :
  Face reality with honesty, courage and accountability.
• Imagination
  :
  Deal creatively with challenges and envision what the world could be.
• Discipline
  :
  Build good habits into reflexes which become a part of our life.
• Service
  :
  Committed to the success of others.

If you would like to find out more about a Career at Confluence, please apply today.

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As part of our recruitment process, we carry out identity checks on all candidates. Offers of employment are conditional upon satisfactory background checks prior to the commencement of work. Checks may include verification of identity, right to work, employment history, and other relevant pre-employment screening. Additional checks may be required depending on the role and jurisdiction, including criminal or financial background checks where applicable.