Sr Analyst Digital Accelerator

Grow your career with a growing organization

Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

Senior Analyst Digital Accelerator is responsible for building and enhancing reporting and data solutions for the front office portfolio management team and across the investment administration functions. Digital Accelerators need the technical know-how to code and build the queries, automation processes, and reports themselves, as well as drive strategic initiatives and best practices across the department.

DUTIES / RESPONSIBILITIES / ESSENTIAL FUNCTIONS:
•    Responsible for project work related to automation opportunities and internal process modernization, with an emphasis on technical process enhancements. This includes developing and writing system specific message files to support processes using Alteryx, robotics, and other tools available.
•    Develop new reporting tools in areas such as portfolio reporting and analysis, market surveillance, and investment policy compliance.
•    Work as needed with internal IT and systems development resources to research process flow issues in Investment Operations and make recommendations for system enhancements.
•    Mentor team members to build on their experience and efficiency.
•    Establish and maintain procedures and best practices for the organization, including reviewing, recommending, and implementing changes to improve processes and workflow.

EDUCATION:
•    Bachelor’s Degree in Computer Science/Information Systems, Finance or Accounting, or equivalent experience.

OTHER PREFERRED QUALIFICATIONS:
•    5-10 years working at a financial firm, ideally in a technical/reporting or investment analysis capacity.
•    Familiarity with many different types of financial instruments, especially US fixed income.
•    General familiarity and understanding of regulatory and compliance requirements and investment mandates.
•    Knowledge and experience working with investment data and investment attributes.
•    Experience and proficiency working with different financial database technologies for analytical and reporting needs.
•    Experience working with and understanding the needs of stakeholders from different areas of the firm (portfolio management, investment administration, compliance, etc.).
•    Advanced Microsoft Office skills (Excel, Access, and PowerPoint).
•    Experiencing using additional software such as Bloomberg, PAM, PLM, Alteryx, Microsoft Power BI, SAP, and Oracle. Ability and capacity to transition and learn others as needed.
•    Coding abilities using SQL, VBA, Python, Power Query, DAX. Ability and capacity to transition and learn others as needed.

This job description is not intended to be an exhaustive list of all duties, responsibilities and qualifications of the job.  The employer has the right to revise this job description at any time.   You will be evaluated in part based on your performance of the responsibilities and/or tasks listed in this job description.   You may be required perform other duties that are not included on this job description. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason, as per terms and conditions of your employment contract.

We are an equal opportunity employer with a commitment to diversity.  All individuals, regardless of personal characteristics, are encouraged to apply.  All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.