Financial Data Specialist
il y a 7 heures
Bertrange, Luxembourg
Apply Now
As a member of the Palana Team, you'll join a
dynamic, fast-growing firm
delivering high-quality advice and services to Asset & Wealth Managers and Asset Servicers across vanilla, private equity, real estate and infrastructure products.
In this
Financial Data Specialist
role you'll join our Data and AI team. This role is primarily operational and business-oriented, focusing on the management, quality, and usability of data received from clients and third-party providers. You will play a key role in ensuring that data supporting our services to investment funds is accurate, complete, timely, and fit for regulatory and operational reporting.
This position sits at the intersection of data operations and regulation. Rather than developing complex systems, you will oversee data flows, coordinate with internal and external stakeholders, and contribute to continuous improvement of data processes that support our asset-management clients.
What You'll Bring
- Experience working in a financial services / reporting / operational environment, with exposure to recurring production cycles and strict deadlines
- Comfort working with client-delivered files and reporting inputs, ensuring accuracy, consistency, and timely upload into the relevant systems
- Ability to collaborate across teams and support continuous improvement in reporting operations
- Solid technical literacy: ability to understand how data moves between systems, common file formats (CSV/Excel/XML), and basic automation concepts
- Excellent command of Excel (advanced formulas, pivot tables) and strong MS Office skills
- Strong attention to detail, analytical mindset, and ability to investigate discrepancies in production data
- Strong communication skills and confidence interacting with internal stakeholders and clients when resolving issues.
Why Palana?
You'll work at the intersection of finance, sustainability and technology, shaping and automating our data-driven processes while expanding your technical toolkit in a collaborative culture that values innovation, continuous learning and professional growth.
Ready to Grow?
Join us at a company that values your growth and offers amazing benefits. Learn alongside accomplished leaders and become the next standout member of our team. Your journey to an exciting and fulfilling career starts here at Palana.
Apply Now and Make Your Mark
Customer Relationship
Personal Evolution
Autonomy
Administrative Work
Technical Expertise
Responsibilities
- Data Intake & Coordination: Collect and manage data from clients and third-party providers; act as the main contact for data-related queries and follow-ups
- Data Quality & Validation: Perform data checks, reconciliations, and issue resolution to ensure accuracy, consistency, and completeness
- Data Preparation & Reporting: Prepare and validate datasets for internal use, client deliverables, and regulatory reporting using Excel, SQL, or basic Python where required
- Process Improvement: Identify inefficiencies in data workflows and contribute to process standardisation and automation initiatives
- Client & Stakeholder Support: Support clients and internal teams by explaining data outputs and resolving operational data issues
Must Have
- Bachelor Degree or Higher in Finance, Economics, Business Analytics, Data Science, or a related quantitative discipline
- Financial data knowledge, especially fund data knowledge.
- 0 to 2 years of experience in similar role or a related field of study
- Highly creative and autonomous, appetite to learn, great team player
- Perfect fluency in English, good command of French or German as a strong advantage
- Valid work permit for Luxembourg
Nice to have
- Understanding of the Investment Fund or Private Banking sectors dynamics and products
- Strong analytical skills
- Additional languages
What's great in the job?
- Great team of smart people, in a friendly and open culture
- Important learning and development opportunities: expand your knowledge of complex topics in the European Center for investment funds and investment products of all asset classes
- Real involvement and challenges in a fast-evolving company where inclusion, team spirit, personal development, technology to facilitate your work, client service quality and sustainability are part of the core foundations
- No waste of time in enterprise processes, real responsibilities and autonomy combined with lots of coaching and help from experienced teammates
- No micro-managers, very flat hierarchy where everyone is involved in defining the company's future in a flexible work environment
Our Company
Discover Palana
READ
What We Offer
Each employee has a chance to see the impact of her/his work. You can make a real contribution to the success of the company and influence its future.
Start-up mindset with focus on, and impactful results in, client satisfaction and personal development.
Package
A full-time position
Attractive And Complete Package Including Additional Benefits
Trainings
Extensive coaching by senior experts and on the job learning
Tailor-made training and certification plan
Office environment
A great and colorful workplace, in a campus offering many services: daycare, conciergerie, employee restaurant, social events, etc.
Apply Now
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