Product Data Specialist jobs in United States
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Luma Financial Technologies · 20 hours ago

Product Data Specialist

Luma Financial Technologies is a pioneering fintech company that provides a customizable platform for managing alternative investments and annuities. The Product Data Specialist will perform product documentation review, data analysis, and collaborate with internal teams to ensure accurate execution of requests.

BankingFinancial ServicesFinTechRetail
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H1B Sponsor Likelynote

Responsibilities

Perform product documentation review, data entry, data analysis, and reconciliation
Collaborate across internal teams to ensure timely and accurate execution of requests and relay key information to client support
Maintain required logs, documentation, and compliance with standard procedures
Escalate issues promptly to appropriate personnel
Contribute to process improvements by developing and enhancing templates, policies, and procedures
Serve as an internal resource for product knowledge

Qualification

SQLMicrosoft ExcelFinance knowledgeProblem solvingCommunication skills

Required

Experience with Microsoft, Excel, and SQL a plus
Passion for industry and product knowledge and a commitment to excellence
Demonstrated experience as a problem solver, with above average organizational and communication skills
Bachelors degree in Finance, Economics, Accounting, Business, or related equivalent work experience desired

Preferred

A willingness to roll up your sleeves and work in a fast paced and high-pressure environment
Strong verbal and written communication skills
Ability to work independently with minimal supervision, prioritize requests, and sustain a high level of attention to detail

Company

Luma Financial Technologies

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Luma is an independent multi-issue platform that provides banks and brokers and dealers an order entry system.

H1B Sponsorship

Luma Financial Technologies has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (2)
2023 (2)
2022 (5)
2021 (1)
2020 (7)

Funding

Current Stage
Growth Stage
Total Funding
$100.1M
Key Investors
Sixth Street
2025-04-16Series C· $63M
2021-12-20Series Unknown· $30.07M
2020-05-13Series Unknown· $7.03M

Leadership Team

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Timothy J. Bonacci
President & CEO
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Bob Jenkins
Chief Financial Officer
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Company data provided by crunchbase