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Upgrade to ProYou are a Client Data Engineer at Fidelity. The wealth management division is preparing a client segmentation report. Before running the segmentation model, you need to clean missing user fields and enrich each user record with portfolio statistics. Specifically, the team wants to know how many portfolios each user holds and whether any of them are margin accounts, which indicates higher risk appetite.
You are a Client Data Engineer at Fidelity. The wealth management division is preparing a client segmentation report. Before running the segmentation model, you need to clean missing user fields and enrich each user record with portfolio statistics. Specifically, the team wants to know how many portfolios each user holds and whether any of them are margin accounts, which indicates higher risk appetite.