Develop deep knowledge of our FinTech platform, including custodial feeds, performance calculations, data aggregation, account management tools, and reporting features. * Collaborate with product ...
Develop deep knowledge of our FinTech platform, including custodial feeds, performance calculations, data aggregation, account management tools, and reporting features. * Collaborate with product ...
Develop deep knowledge of our FinTech platform, including custodial feeds, performance calculations, data aggregation, account management tools, and reporting features. * Collaborate with product ...
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Develop deep knowledge of our FinTech platform, including custodial feeds, performance calculations, data aggregation, account management tools, and reporting features. * Collaborate with product ...
Master Data Manager
Chicago, IL ยท On-site
Aggregation of structured, unstructured data and siloed databases * Formulate a high level of questions to be answered by the data * Formulate standard visualizations * Perform data assessments
Master Data Manager
Chicago, IL ยท On-site
Aggregation of structured, unstructured data and siloed databases * Formulate a high level of questions to be answered by the data * Formulate standard visualizations * Perform data assessments
Envestnet SME/BSA - Cleveland, OH
Chicago, IL ยท On-site
Envestnet, Yodlee, Yodlee Data APIs, FastLink * SME, Business Analyst, Wealth Platform SME * Account Aggregation, Transactions, Investments, Holdings * Wealth Management, Banking, FinTech, WealthTech
Envestnet SME/BSA - Cleveland, OH
Chicago, IL ยท On-site
Envestnet, Yodlee, Yodlee Data APIs, FastLink * SME, Business Analyst, Wealth Platform SME * Account Aggregation, Transactions, Investments, Holdings * Wealth Management, Banking, FinTech, WealthTech
Envestnet SME/BSA - Cleveland, OH
Chicago, IL ยท On-site +1
Envestnet, Yodlee, Yodlee Data APIs, FastLink * SME, Business Analyst, Wealth Platform SME * Account Aggregation, Transactions, Investments, Holdings * Wealth Management, Banking, FinTech, WealthTech
Envestnet SME/BSA - Cleveland, OH
Chicago, IL ยท On-site +1
Envestnet, Yodlee, Yodlee Data APIs, FastLink * SME, Business Analyst, Wealth Platform SME * Account Aggregation, Transactions, Investments, Holdings * Wealth Management, Banking, FinTech, WealthTech
Corp Data Analyst II
Downers Grove, IL ยท On-site
$65K - $95K/yr
Support data aggregation/data automation efforts across key external KPIs for the company to provide timely intelligence to business units, the corporate strategy team and senior management. * Author ...
Corp Data Analyst II
Downers Grove, IL ยท On-site
$65K - $95K/yr
Support data aggregation/data automation efforts across key external KPIs for the company to provide timely intelligence to business units, the corporate strategy team and senior management. * Author ...
Corp Data Analyst II
Downers Grove, IL ยท Hybrid
$65K - $95K/yr
Support data aggregation/data automation efforts across key external KPIs for the company to provide timely intelligence to business units, the corporate strategy team and senior management. * Author ...
Corp Data Analyst II
Downers Grove, IL ยท Hybrid
$65K - $95K/yr
Support data aggregation/data automation efforts across key external KPIs for the company to provide timely intelligence to business units, the corporate strategy team and senior management. * Author ...
Corp Data Analyst II
Downers Grove, IL ยท Hybrid
$65K - $95K/yr
Support data aggregation/data automation efforts across key external KPIs for the company to provide timely intelligence to business units, the corporate strategy team and senior management. * Author ...
Corp Data Analyst II
Downers Grove, IL ยท Hybrid
$65K - $95K/yr
Support data aggregation/data automation efforts across key external KPIs for the company to provide timely intelligence to business units, the corporate strategy team and senior management. * Author ...
Corp Data Analyst II
Downers Grove, IL ยท Hybrid
$65K - $95K/yr
Support data aggregation/data automation efforts across key external KPIs for the company to provide timely intelligence to business units, the corporate strategy team and senior management. * Author ...
Quick apply
Corp Data Analyst II
Downers Grove, IL ยท Hybrid
$65K - $95K/yr
Support data aggregation/data automation efforts across key external KPIs for the company to provide timely intelligence to business units, the corporate strategy team and senior management. * Author ...
Senior Data Engineer - Scheduling & Decisions Systems
$129K - $152K/yr
Build pipelines that aggregate clinical and behavioral attributes to support unsupervised learning ... You will transform raw availability data into clean inputs for linear programming and constraint ...
Senior Data Engineer - Scheduling & Decisions Systems
$129K - $152K/yr
Build pipelines that aggregate clinical and behavioral attributes to support unsupervised learning ... You will transform raw availability data into clean inputs for linear programming and constraint ...
Senior Data Engineer - Scheduling & Decisions Systems
Chicago, IL ยท On-site
$129K - $152K/yr
Build pipelines that aggregate clinical and behavioral attributes to support unsupervised learning ... You will transform raw availability data into clean inputs for linear programming and constraint ...
Senior Data Engineer - Scheduling & Decisions Systems
Chicago, IL ยท On-site
$129K - $152K/yr
Build pipelines that aggregate clinical and behavioral attributes to support unsupervised learning ... You will transform raw availability data into clean inputs for linear programming and constraint ...
Reporting & Analytics Manager
Chicago, IL ยท On-site
$143K/yr
Use tools like Funnel.io, Looker Studio, Tableau, Power BI, or similar platforms to aggregate and visualize data. * Create scalable dashboard templates and reporting frameworks that can be used ...
Reporting & Analytics Manager
Chicago, IL ยท On-site
$143K/yr
Use tools like Funnel.io, Looker Studio, Tableau, Power BI, or similar platforms to aggregate and visualize data. * Create scalable dashboard templates and reporting frameworks that can be used ...
Senior Data Management Analyst
Chicago, IL ยท Hybrid
$54K - $103K/yr
This role includes data engineering to allow for maintenance and support key Actuarial data aggregation. This Data management role will work closely with IT teams to assure proper controls are in ...
Senior Data Management Analyst
Chicago, IL ยท Hybrid
$54K - $103K/yr
This role includes data engineering to allow for maintenance and support key Actuarial data aggregation. This Data management role will work closely with IT teams to assure proper controls are in ...
Experience with data aggregation tools like ZoomInfo & Apollo and how to source company and contact information. * 8-12 years of experience in similar role. * Exceptional attention to detail, with a ...
Quick apply
Experience with data aggregation tools like ZoomInfo & Apollo and how to source company and contact information. * 8-12 years of experience in similar role. * Exceptional attention to detail, with a ...
PAID SEARCH & ANALYTICS SPECIALIST
Chicago, IL ยท On-site +1
Experience with Funnel.io or similar data aggregation/reporting tools is a plus. KEY RESPONSIBILITIES GOOGLE ADS & OTHER PAID CHANNEL MANAGEMENT * Build, manage, and optimize Google Ads campaigns ...
PAID SEARCH & ANALYTICS SPECIALIST
Chicago, IL ยท On-site +1
Experience with Funnel.io or similar data aggregation/reporting tools is a plus. KEY RESPONSIBILITIES GOOGLE ADS & OTHER PAID CHANNEL MANAGEMENT * Build, manage, and optimize Google Ads campaigns ...
AVP, Global Markets Data Management (GMDM)
Chicago, IL ยท On-site
$110K - $175K/yr
Lead in enhancing Risk processes, ensuring adherence to regulatory policies, risk data aggregation standards, and enterprise-mandated standards. Work with Technology on strategic initiatives and data ...
AVP, Global Markets Data Management (GMDM)
Chicago, IL ยท On-site
$110K - $175K/yr
Lead in enhancing Risk processes, ensuring adherence to regulatory policies, risk data aggregation standards, and enterprise-mandated standards. Work with Technology on strategic initiatives and data ...
Contribute to financial analysis, data aggregation, and ad-hoc reporting projects as needed by internal Adams Street team members. Requirements: We seek an individual who is detail-oriented ...
Contribute to financial analysis, data aggregation, and ad-hoc reporting projects as needed by internal Adams Street team members. Requirements: We seek an individual who is detail-oriented ...
Sr. Lead, IT Risk and Controls - KRI Development, Metrics & Automation
Chicago, IL ยท On-site
$95K - $162K/yr
Identify opportunities to automate manual reporting, data aggregation, KRI refreshes, workflow handoffs, and control-monitoring activities using tools such as Power BI, Power Automate, SQL, Python ...
Sr. Lead, IT Risk and Controls - KRI Development, Metrics & Automation
Chicago, IL ยท On-site
$95K - $162K/yr
Identify opportunities to automate manual reporting, data aggregation, KRI refreshes, workflow handoffs, and control-monitoring activities using tools such as Power BI, Power Automate, SQL, Python ...
Sr. Lead, IT Risk and Controls - KRI Development, Metrics & Automation
Chicago, IL ยท On-site
$95K - $162K/yr
Identify opportunities to automate manual reporting, data aggregation, KRI refreshes, workflow handoffs, and control-monitoring activities using tools such as Power BI, Power Automate, SQL, Python ...
Sr. Lead, IT Risk and Controls - KRI Development, Metrics & Automation
Chicago, IL ยท On-site
$95K - $162K/yr
Identify opportunities to automate manual reporting, data aggregation, KRI refreshes, workflow handoffs, and control-monitoring activities using tools such as Power BI, Power Automate, SQL, Python ...
Identify opportunities to automate manual reporting, data aggregation, KRI refreshes, workflow handoffs, and control-monitoring activities using tools such as Power BI, Power Automate, SQL, Python ...
Identify opportunities to automate manual reporting, data aggregation, KRI refreshes, workflow handoffs, and control-monitoring activities using tools such as Power BI, Power Automate, SQL, Python ...
Data Aggregation information
What are the key skills and qualifications needed to thrive in the Data Aggregation position, and why are they important?
To thrive in Data Aggregation, you need strong analytical skills, attention to detail, and a solid understanding of data management principles, often supported by a degree in statistics, information technology, or a related field. Familiarity with data aggregation tools and platforms such as SQL, Excel, Python, and business intelligence software is highly beneficial. Excellent problem-solving abilities, organizational skills, and effective communication are crucial soft skills in this role. These competencies ensure accurate, efficient compilation and validation of data from multiple sources, enabling valuable insights and informed business decisions.
What are some common challenges faced by professionals working in data aggregation roles?
Professionals in data aggregation roles often encounter challenges such as dealing with large and inconsistent datasets, ensuring data accuracy, and integrating information from multiple, sometimes incompatible sources. Addressing data quality issues and maintaining robust documentation require meticulous attention and a systematic approach. Teamwork and communication are also important, as these roles typically involve collaboration with data analysts, IT specialists, and business stakeholders to deliver comprehensive reports or analyses. Adaptability and a willingness to learn new tools can help you excel when facing evolving data needs or organizational requirements.
What is a Data Aggregation job?
A Data Aggregation job involves collecting, processing, and organizing large datasets from multiple sources to provide meaningful insights. Professionals in this role ensure data accuracy, consistency, and accessibility for analysis or reporting. They may work with databases, APIs, and automation tools to streamline data collection. This role is essential in industries like finance, marketing, and healthcare, where data-driven decisions are critical.
What jobs make $1,000,000 a year?
What is the highest paying job in data?
Is data analytics a good career?
What does a data aggregator do?

Job description
Primary Responsibilities
- Serve as the primary contact for clients via ticketing and phone, addressing inquiries specific to custodial data, performance calculations, new data feeds, data aggregation, account reconciliation, and account and security merges.
- Learn back-end resources and tools the Data Team utilizes to efficiently solve data related issues.
- Investigate and resolve product or service issues, escalating to technical teams when necessary.
- Develop deep knowledge of our FinTech platform, including custodial feeds, performance calculations, data aggregation, account management tools, and reporting features.
- Collaborate with product, development, and sales teams to relay client feedback and contribute to continuous product improvement.
- Maintain up-to-date records of client interactions using CRM and support ticketing systems.
- Collaborate on support documentation, user guides, and training resources that will assist in reducing outreach for support.
- Monitor service-level agreements (SLAs) and ensure timely resolution of support tickets.
- Strong understanding of financial products and support systems.
- Excellent problem-solving skills and the ability to explain complex concepts in simple terms.
- Experience with CRM platforms (e.g., Salesforce, RedTail) and support tools (e.g., HubSpot, Jira).
- Empathetic communicator with a client-first mindset and a passion for financial technology.
Service Performance & Operational Excellence
- Meet or exceed service KPIs including:
- Tickets resolved per day/week
- First Response Time (FRT)
- Time to Resolution (TTR)
- First Contact Resolution (FCR)
- Maintain high quality standards in communication and accuracy.
- Achieve and sustain strong CSAT scores on resolved interactions.
- Ensure proper prioritization during high-volume or market-driven activity periods.
- Tickets resolved per period
- SLA adherence (FRT & TTR)
- Backlog management and ticket aging
- CSAT scores
- First Contact Resolution (FCR)
- Reopen rate
- QA audit scores
- Knowledge base contributions
- Identification of recurring issues and workflow improvements
- Effective escalation and cross-functional coordination
- Contribute to internal knowledge base articles, troubleshooting guides, and macros related to Quantum.
- Identify recurring issues or workflow friction and provide structured feedback to leadership.
- Assist in refining playbooks and escalation paths for trading-related support.
- Support training initiatives for peers or new hires as expertise develops.
- Partner with:
- Consulting/Onboarding to smooth post-implementation transitions.
- Product and Engineering to relay recurring issues, edge cases, and enhancement requests.
- Offshore data teams
- Participate in internal discussions to improve service processes and product usability.
Requirements
- Bachelor's degree in Business, Finance, Computer Science, or a related field preferred.
- 2+ years of experience in client support, customer success, or technical support-preferably in a FinTech, SaaS, or financial services environment.
- Experience with portfolio accounting systems, portfolio reconciliation and/ or account aggregation preferred.
Compensation based on experience:
Jr Level - $60k with a $10k bonus opportunity
Sr Level - $70k with a $15k bonus opportunity
This is a hybrid position at our Lisle or Chicago locations.