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.

Department: Product - Analytics
Employment Type: Permanent - Full Time
Location: Boston, US
Workplace type: Hybrid
Reporting To: Timothy Stratton

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!

What do we offer?

Confluence offers generous benefit packages for team members. As a growing, global organization, we are always looking for ways to ensure that our employees can access benefits that matter to them 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 - Upto $3,000 per successful referral

🚀 Plus many more!

More about the Location

We offer flexible working options for all employees.

#LI-Hybrid East Coast preferred with proximity to Boston / Pittsburgh / New York for periodic in‑person collaboration. 🗺️🤗

Values

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.

If you believe that this job posting is noncompliant, please email us at recruitment@confluence.com.

Pre-Employment Screening Disclaimer
As part of our recruitment process, we carry out identity checks on all candidates. Offers of employment are conditional upon the completion of satisfactory background checks prior to the commencement of work. These checks may include verification of identity, right to work in the UK, employment history, and other relevant pre-employment screening.

Please note that additional checks may be required depending on the nature of the role and the jurisdiction in which the role is based or operates. These may include, but are not limited to, criminal record checks or financial background checks where applicable.

About Confluence Technologies

As a leading global technology solutions provider to the investment management industry, Confluence helps clients solve complex investment data challenges across the front, middle and back office. Headquartered in Pittsburgh, PA, Confluence services over 1000 clients in 40 countries, with locations across Europe, North America, South Africa, Australia and Asia.