Analyst

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.

About the role

We are looking for a highly motivated and detail-oriented Analyst to join our Miami team, covering Latin American Institutions. 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

Platform & Product Expertise

• Develop expertise in structured products and derivatives and identify ways our platform can help clients understand and implement them within their portfolios.
• Become a go-to resource on the Luma platform for clients, and assist them to use it effectively to meet their business goals.

Client Relationship Management

• Build and maintain long-term relationships with key customer executives, product owners, and implementation teams.
• Understand each client's goals and business requirements to ensure their success on the platform.
• Support Key Account Managers with marketing materials, client account setup, and strategies to grow the client base.

Cross-Functional & Cross-Geography Collaboration

• Partner with Product and Engineering to relay client feedback and inform the product roadmap and development strategy.
• Work with internal AI tools to streamline processes and create projects and tasks.

Operations & Reporting

• Perform daily operational tasks and troubleshoot incoming support requests.
• Execute data validation and quality control across client-facing workflows and system components.
• Manage the full reporting lifecycle, including recurring issuance reports for clients and management.
• Track project tickets and timelines, supporting the planning and execution of new product rollouts.
• Maintain sales operations reporting (e.g., P&L tracking, recurring reports).

Sales & Marketing Support

• Contribute to sales and marketing meetings, presenting ideas and supporting timely campaign execution.

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