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Analyst (PB)

Luma Financial Technologies · Miami, FL, United States · On Site · Active · Rippling ATS

Job facts

FieldValue
CompanyLuma Financial Technologies
TitleAnalyst (PB)
Normalized title-
Department / teamSales
LocationMiami, FL, United States
Work modelOn Site
Employment typeFull Time
Salary-
Statusactive
ATS providerRippling ATS
Posted / first seen2026-06-02 / 2026-06-03
Changed / last seen2026-06-06 / 2026-06-06

Related slices

PageWhat it containsOpen
Company jobsActive postings from Luma Financial Technologies.Open
Company breakdownsRole, location, ATS, and work model facets for this company.Open
ATS provider jobsActive postings observed through Rippling ATS.Open
Provider filtered searchThe same provider as a filtered job collection.Open
City jobsActive postings in Miami.Open
Department jobsActive postings in Sales.Open
Work model jobsActive On Site postings.Open
Lifecycle eventsOpen, update, close, and reopen events for this posting.Open
Original postingCanonical source or apply URL captured from the ATS.Open

Linked records

CompanyLuma Financial Technologies
Source4daf43da-0621-4e2e-beb6-399a045fae82
ATS providerRippling ATS

Description

company About Luma Financial Technologies Founded in 2018, Luma Financial Technologies (“Luma”) has pioneered a cutting-edge fintech software platform that has been adopted by broker/dealer firms, RIA offices, and private banks around the world. By using Luma, institutional and retail investors have a fully customizable, independent, buy-side technology platform that helps financial teams more efficiently learn about, research, purchase, and manage alternative investments as well as annuities. Luma gives these users the ability to oversee the full, end-to-end process lifecycle by offering a suite of solutions. These include education resources and training materials; creation and pricing of custom structured products; electronic order entry; and post-trade management. By prioritizing transparency and ease of use, Luma is a multi-issuer, multi-wholesaler, and multi-product option that advisors can utilize to best meet their clients’ specific portfolio needs. Headquartered in Cincinnati, OH, Luma also has offices in New York, NY, Miami, FL, Zurich, Switzerland and Lisbon, Portugal. For more information, please visit Luma’s website . role About the role We are looking for a highly motivated and detail-oriented Analyst to join our Miami team, covering Private Banks. The ideal candidate will play a critical role in supporting platform operations, project management, client servicing, and the full lifecycle management of complex financial products. This position is critical for ensuring the accuracy and smooth operation of our client technology. It requires significant cross-functional collaboration and the ability to work closely with developers, clients, and internal stakeholders to ensure the accurate delivery of services and the successful introduction of new features. What you'll do I. Data and System Integrity Execute comprehensive data validation and quality control across all client-facing workflows and system components. Ensure user access and entitlement controls are accurate, confirming personnel only view assigned information. Conduct core system integration checks to guarantee data cleanliness, proper mapping, and consistency with source systems. Resolve all identified data discrepancies and conduct final health checks prior to major platform updates or releases. II. Platform Operations and Support Manage daily system performance checks and provide effective troubleshooting for all incoming support requests. Establish and maintain user accounts and permissions, ensuring security and proper authorization levels. Develop a structured support process for early-adopter user groups, managing issue reporting, escalation, and ownership. Create standardized system views and configurations to ensure consistency in team reporting and access. III. Financial Product and Reporting Accuracy Manage the full reporting lifecycle, preparing and distributing recurring issuance reports for clients and third parties. Enhance reporting functionality to accurately handle and display divested or sold holdings. Coordinate price discovery, validation, and contract interpretation to ensure accurate structured product pricing. IV. Project Execution and Enablement Serve the support channel, coordinating with development and operations teams to drive project completion. Manage project tickets, monitor timelines, and assist in the planning and execution of new product rollouts. Provide system demos to stakeholders and advocate for platform improvements based on user feedback. Qualifications Education & Experience Bachelor's degree in Finance, Economics, Business, Computer Science, or a related field Exposure to structured products, annuities, or alternative investments is a plus; willingness to learn is required Technical & Analytical Skills Strong proficiency in Excel and/or Google Sheets; comfort working with large datasets and identifying discrepancies Soft Skills & Working Style Exceptionally detail-oriented — you catch things others miss and take data accuracy personally Strong written and verbal communication skills; comfortable presenting demos or updates to stakeholders A self-starter who can manage multiple workstreams and shifting priorities without losing the thread Collaborative by nature — you build trust with developers, clients, and internal teams equally Comfortable in ambiguity; you ask the right questions to move forward rather than waiting for perfect information A service mindset — you treat client issues with urgency and close the loop

Full job record

Job ID19a3d68c449ead2f97994f5d073382daec0bd00c
Org IDc1101e3e-81ce-44b0-84ad-4b4ecf7b9317
Source ID4daf43da-0621-4e2e-beb6-399a045fae82
Board ID4daf43da-0621-4e2e-beb6-399a045fae82
Providerrippling
Provider Job Keyc6785c8c-a464-414e-bcc4-ef1a9492c48f
TitleAnalyst (PB)
Normalized Title—
Statusactive
Activeyes
Location TextMiami, FL, United States
DepartmentSales
Team—
Employment Typefull_time
Workplace Typeon_site
Remote Policy—
CountryUnited States
RegionFL
CityMiami
Salary Raw—
Salary Min—
Salary Max—
Salary Currency—
Salary Period—
Source URLhttps://ats.rippling.com/luma-financial-technologies/jobs/c6785c8c-a464-414e-bcc4-ef1a9492c48f
Apply URLhttps://ats.rippling.com/luma-financial-technologies/jobs/c6785c8c-a464-414e-bcc4-ef1a9492c48f
First Seen At2026-06-03 12:15:34Z
Last Seen At2026-06-06 20:15:30Z
Last Checked At2026-06-06 20:15:30Z
Last Changed At2026-06-06 20:15:30Z
Inactive At—
Source Posted At2026-06-02 13:34:32Z
Source Updated At—
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Event Fields
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    "description": {
      "role": "<meta><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:7pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><b><strong style=\"font-size:14pt;white-space:pre-wrap;\">About the role</strong></b></p><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;text-align:start;\"><span style=\"white-space:pre-wrap;\">We are looking for a&nbsp;</span><b><strong style=\"white-space:pre-wrap;\">highly motivated and detail-oriented Analyst</strong></b><span style=\"white-space:pre-wrap;\">&nbsp;to join our Miami team, covering Private Banks. The ideal candidate will play a critical role in supporting platform operations, project management, client servicing, and the full lifecycle management of complex financial products.</span><br><span style=\"white-space:pre-wrap;\">This position is critical for ensuring the accuracy and smooth operation of our client technology. It requires significant cross-functional collaboration and the ability to work closely with developers, clients, and internal stakeholders to ensure the accurate delivery of services and the successful introduction of new features.</span></p><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;text-align:start;\"><br></p><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:7pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><b><strong style=\"font-size:14pt;white-space:pre-wrap;\">What you'll do</strong></b></p><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;text-align:start;\"><span style=\"white-space:pre-wrap;\">I. Data and System Integrity</span></p><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;\"><li style=\"font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"white-space:pre-wrap;\">Execute comprehensive data validation and quality control across all client-facing workflows and system components.</span></li><li style=\"font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"white-space:pre-wrap;\">Ensure user access and entitlement controls are accurate, confirming personnel only view assigned information.</span></li><li style=\"font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"white-space:pre-wrap;\">Conduct core system integration checks to guarantee data cleanliness, proper mapping, and consistency with source systems.</span></li><li style=\"font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"white-space:pre-wrap;\">Resolve all identified data discrepancies and conduct final health checks prior to major platform updates or releases.</span></li></ul><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;text-align:start;\"><span style=\"white-space:pre-wrap;\">II. Platform Operations and Support</span></p><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;\"><li style=\"font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"white-space:pre-wrap;\">Manage daily system performance checks and provide effective troubleshooting for all incoming support requests.</span></li><li style=\"font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"white-space:pre-wrap;\">Establish and maintain user accounts and permissions, ensuring security and proper authorization levels.</span></li><li style=\"font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"white-space:pre-wrap;\">Develop a structured support process for early-adopter user groups, managing issue reporting, escalation, and ownership.</span></li><li style=\"font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"white-space:pre-wrap;\">Create standardized system views and configurations to ensure consistency in team reporting and access.</span></li></ul><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;text-align:start;\"><span style=\"white-space:pre-wrap;\">III. Financial Product and Reporting Accuracy</span></p><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;\"><li style=\"font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"white-space:pre-wrap;\">Manage the full reporting lifecycle, preparing and distributing recurring issuance reports for clients and third parties.</span></li><li style=\"font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"white-space:pre-wrap;\">Enhance reporting functionality to accurately handle and display divested or sold holdings.</span></li><li style=\"font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"white-space:pre-wrap;\">Coordinate price discovery, validation, and contract interpretation to ensure accurate structured product pricing.</span></li></ul><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;text-align:start;\"><span style=\"white-space:pre-wrap;\">IV. Project Execution and Enablement</span></p><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;\"><li style=\"font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"white-space:pre-wrap;\">Serve the support channel, coordinating with development and operations teams to drive project completion.</span></li><li style=\"font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"white-space:pre-wrap;\">Manage project tickets, monitor timelines, and assist in the planning and execution of new product rollouts.</span></li><li style=\"font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"white-space:pre-wrap;\">Provide system demos to stakeholders and advocate for platform improvements based on user feedback.</span></li></ul><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:7pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><b><strong style=\"font-size:14pt;white-space:pre-wrap;\">Qualifications</strong></b></p><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><b><strong style=\"font-size:11pt;white-space:pre-wrap;\">Education &amp; Experience</strong></b></p><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;\"><li style=\"color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:11pt;white-space:pre-wrap;\">Bachelor's degree in Finance, Economics, Business, Computer Science, or a related field</span></li><li style=\"color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:11pt;white-space:pre-wrap;\">Exposure to structured products, annuities, or alternative investments is a plus; willingness to learn is required</span></li></ul><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><b><strong style=\"font-size:11pt;white-space:pre-wrap;\">Technical &amp; Analytical Skills</strong></b></p><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;\"><li style=\"color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:11pt;white-space:pre-wrap;\">Strong proficiency in Excel and/or Google Sheets; comfort working with large datasets and identifying discrepancies</span></li></ul><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><b><strong style=\"font-size:11pt;white-space:pre-wrap;\">Soft Skills &amp; Working Style</strong></b></p><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;\"><li style=\"color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:11pt;white-space:pre-wrap;\">Exceptionally detail-oriented — you catch things others miss and take data accuracy personally</span></li><li style=\"color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:11pt;white-space:pre-wrap;\">Strong written and verbal communication skills; comfortable presenting demos or updates to stakeholders</span></li><li style=\"color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:11pt;white-space:pre-wrap;\">A self-starter who can manage multiple workstreams and shifting priorities without losing the thread</span></li><li style=\"color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:11pt;white-space:pre-wrap;\">Collaborative by nature — you build trust with developers, clients, and internal teams equally</span></li><li style=\"color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:11pt;white-space:pre-wrap;\">Comfortable in ambiguity; you ask the right questions to move forward rather than waiting for perfect information</span></li><li style=\"color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:11pt;white-space:pre-wrap;\">A service mindset — you treat client issues with urgency and close the loop</span></li></ul>",
      "company": "<meta><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:7pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><b><strong style=\"font-size:14pt;white-space:pre-wrap;\">About Luma Financial Technologies</strong></b></p><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><span style=\"font-size:11pt;white-space:pre-wrap;\">Founded in 2018, Luma Financial Technologies (“Luma”) has pioneered a cutting-edge fintech software platform that has been adopted by broker/dealer firms, RIA offices, and private banks around the world. By using Luma, institutional and retail investors have a fully customizable, independent, buy-side technology platform that helps financial teams more efficiently learn about, research, purchase, and manage alternative investments as well as annuities. Luma gives these users the ability to oversee the full, end-to-end process lifecycle by offering a suite of solutions. These include education resources and training materials; creation and pricing of custom structured products; electronic order entry; and post-trade management. By prioritizing transparency and ease of use, Luma is a multi-issuer, multi-wholesaler, and multi-product option that advisors can utilize to best meet their clients’ specific portfolio needs. Headquartered in Cincinnati, OH, Luma also has offices in New York, NY, Miami, FL, Zurich, Switzerland and Lisbon, Portugal. For more information, please visit&nbsp;</span><a href=\"https://lumafintech.com/\" target=\"_blank\" class=\"css-173makr-linkStyle\" style=\"color:rgb(30,74,169);cursor:pointer;\"><span style=\"font-size:11pt;white-space:pre-wrap;\">Luma’s website</span></a><span style=\"font-size:11pt;white-space:pre-wrap;\">.</span></p>"
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GET https://api.bluedoor.sh/job-postings/v1/jobs/19a3d68c449ead2f97994f5d073382daec0bd00c?include=descriptionJSON
GET https://api.bluedoor.sh/job-postings/v1/orgs/c1101e3e-81ce-44b0-84ad-4b4ecf7b9317JSON
GET https://api.bluedoor.sh/job-postings/v1/sources/4daf43da-0621-4e2e-beb6-399a045fae82JSON
GET https://api.bluedoor.sh/job-postings/v1/jobs/19a3d68c449ead2f97994f5d073382daec0bd00c/eventsJSON

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