Financial Data Application Specialist

Company: VirtualVocations
Location: Vista
Posted on: May 24, 2025

Job Description:

A company is looking for an Application Specialist, Financial Data.
Key Responsibilities

Assist sales in demos and strategic trials of financial data solutions, including training calls
Work with account management to provide advanced training, customizations, and product consultations to drive customer adoption
Act as a subject matter expert to package and communicate insights for sales and account management teams

Required Qualifications

Strong foundation in Finance, such as pursuing a CFA or a bachelor's degree in Economics/Finance/Accounting
2-4 years of relevant experience in equity research, investment management, private equity, accounting, or consulting
Strong Excel abilities; knowledge of VBA is a plus
Experience in client-facing roles with high-profile fund managers and analysts
Familiarity with the institutional investor landscape and financial markets

Keywords: VirtualVocations, South Gate , Financial Data Application Specialist, Accounting, Auditing , Vista, California

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