CareerPlan

Market Data Financial Analyst

Boston, MA, USFull-time$76k2026-11-08 → 2026-11-09
Hybrid

Core

Oversee budget, forecast, and invoice management for market data vendor services to optimize costs and ensure seamless access to research tools for investment professionals.

Role type

Financial Analyst (Vendor Management & Budgeting)

Builds

Market Data budget, forecasts, and vendor service agreements

Domain

Financial Services / Investment Management

Deliverable

dashboards & analysis

Required skills

Budget forecasting, Invoice validation, Vendor relationship management, Financial analysis, Excel (VBA, Power Query, Dashboards), Accounting principles

Preferred skills

TRG Screen Optimize Spend experience, Market data domain knowledge

Responsibilities

Support construction of Market Data budget and update forecasts, Review and validate invoices against contracts, Lead month-end close accruals, Maintain dashboard reporting for executives, Negotiate vendor terms, Manage purchase orders