Data Analyst, Team Lead – Financial Markets

Founded in 2001, Battea Class Action Services is the preeminent provider of securities class action recovery services to the institutional investment community. Battea processes detailed historical trade data and efficiently handles filings and collections of class action settlement recoveries on behalf of hedge funds and proprietary trading firms. Through its highly automated Claims Engine® technology, Battea provides institutional investors with a full‐service, outsourced solution for securities class action claims processing.

We are looking for a talented individual who possesses a unique combination of leadership skills, business acumen, technical skills, securities, and industry knowledge as well as strong interpersonal skills to provide team leadership, technical data analysis and innovative problem‐solving skills. The role entails in depth data analysis and collaboration with data team members and Customer Service Representatives to organize efforts, drive automation solutions, and to provide efficient and timely data processing.

As a Data Analyst, Team Lead at Battea – Class Action Services in our Stamford location, you will work with experienced industry leaders in a successful, fast growing organization focused on securities and derivative instruments litigation settlements. You will be responsible for new client kick‐off meetings, data on‐boarding and tracking, interpreting and analyzing data for quality and accuracy, creating reports, and working collaboratively with others to investigate and resolve issues. In this role, you will be a key member of the Data Analysis team which is highly visible and plays a critical role in achieving overall company goals. A competitive base salary and benefits package would be offered, commensurate with experience.


  • Provide leadership, organization, and ownership for the Data Operations group while working closely with your manager on priorities, initiatives, and other projects
  • Communicate effectively with account managers, operations, and clients
    o Meet with clients and account managers for new client kick‐offs and initial data onboarding
    o Maintain data specifications and other Data operations documentation
  • Work with software developers on system enhancements, project requirements and testing, and problem diagnosis
  • Create and utilize various Tableau reports for system monitoring, problem identification, and data visualization
  • Manage datasets of varying sizes and assist in retrieving and appraising new data
  • Work collaboratively with Data Operations team members, peer leaders and senior analysts on various initiatives and projects to improve overall processing efficiency and quality of results
  • Work closely with data analysts and client services to on‐board new dataset files, which involves, categorization, tracking, pre‐processing jobs, data loading and pre‐normalization
  • Work with SQL in querying data: data analysis, pre‐processing, issue investigation, and reporting
  • Process and analyze data to ensure accuracy and completeness via SQL
  • Research inquiries, validate data patterns, and solve assigned business problems using SQL and other tools
  • Responsible for tracking and handling post‐production requests which include, account management, record updates, and other claim related requests
  • Create, monitor and maintain various ETL jobs related to data on‐boarding, pre‐processing, data normalization and post‐production requests
  • Track data issues and satisfy ad hoc analysis requests in a timely fashion
  • Monitor, identify, track and resolve data operations issues, such as problems that occur in the data processing automation systems and various ETL jobs
  • Ensure procedures/policies are followed, while leveraging tools and reports to ensure data integrity across staging and production environments. Create new procedures/controls and improve existing procedures/controls where needed


  • Undergraduate degree in technology or finance preferred
  • Background in Information Systems, Math, Statistics, Economics or Finance. Financial Industry experience a plus
  • Experience in leading small to medium, agile teams managing day to day operations while progressing longer term goals for the team and company
  • Working knowledge of SQL, writing SQL queries and experience using MS Excel
  • Self‐motivated, responsible, reliable, inquisitive with a high level of integrity and able to work independently
  • Tableau report creation a plus
  • Business intelligence analytics and reporting a plus
  • Detail oriented with good analytical and creative problem‐solving ability with strong written and verbal communication skills
  • Flexible, comfortable working in a fast‐paced environment and able to adapt to change

Send your cover letter and resume to Battea Class Action Services today!