Financial Data Application Specialist
Company: VirtualVocations
Location: Vista
Posted on: May 24, 2025
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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, La Mirada , Financial Data Application Specialist, Accounting, Auditing , Vista, California
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