Financial Data Integration Specialist

Through our client-facing brands and our other specialist brands, Momentum Group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Group provides practical financial solutions for people, communities and businesses.
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Role Purpose
The Financial Data Integration Specialist plays a crucial role in managing and maintaining accurate External Asset Manager (EAM) Holdings and Instrument Static data within the organization's systems. This role involves liaising with financial institutions to obtain monthly statements of clients' investment holdings and ensur...