Information Technology Analyst

Penn MutualWashington Township, PA
$83,000 - $93,000Hybrid

About The Position

The Information Technology Analyst position will provide essential technical support and assistance to the Information Technology team and portfolio management operations within PMAM. This role will focus on providing technical support to overall infrastructure and applications, assisting in daily and month-end business processing automation, supporting the production of reports, and collaborating with the senior team members to enhance IT and investment operations processes. The primary responsibility of this position is to ensure the smooth operation of technology systems and processes related to investment management. We are looking for a result-driven, execution-focused individual with a collaborative style who will contribute to our winning culture. We’ve embraced a flexible, hybrid approach to work. Based on your role and personal preference, we empower you to choose where you work best. This model allows you to balance your life and bring your whole self to work. Candidate Note: For this position, you will be required to work onsite in our Conshohocken, PA office at least three days each week.

Requirements

  • 2-3 years of work experience required
  • Excellent oral, written communication and presentation skills
  • Ability to work effectively in a collaborative, team-oriented environment
  • Willingness to learn and adapt to new technologies and processes
  • Strong analytical skills and inquisitive mind
  • Bachelor's Degree
  • Bachelor's degree in Management of Information System, Computer Science, Finance or Accounting
  • Excellent knowledge of relational data modeling and structured query language (SQL).
  • Programming experience in Java, Python, and .NET C#
  • Knowledge of building business intelligence reports; experience with any cloud based BI tools is a plus
  • Proficiency in Microsoft Office Suite and ability to write EXCEL VBA and macros

Nice To Haves

  • Some experience in financial services is a plus
  • Knowledge of Oracle database is a plus

Responsibilities

  • Troubleshoot technical issues related to trading infrastructure, investment-related desktop tools and on-premise/cloud enterprise applications.
  • Provide timely support to end-users, addressing their technical queries and issues.
  • Install hardware, software, and perform routine maintenance.
  • Procedural documentation for issue resolution.
  • Monitor daily automated workflow execution.
  • Work independently to identify the underlying issues and assist senior team members in resolving system breakdown.
  • Perform recurring month-end processing tasks. Tasks include but not limited to security fair value pricing, price variance analysis, and portfolio analytics and risk review.
  • Assist Operations team in the production of daily derivative reporting, investment portfolio review, investment accounting review, portfolio performance reporting and other client reporting packages as required.
  • Aid in managing system interoperability and data transmission, with a focus on bilateral data feeds.
  • Assist in the maintenance and enhancement of data acquisition, aggregation, and transformation processes.
  • Maintain production of source files for reconciliation, including holdings and transaction files on a monthly basis.
  • Collaborate on ad-hoc reconciliation of investment data from various service providers to support investment operations.
  • Collaborate with broader multidisciplinary functional teams across PMAM to enhance and automate existing processes and workflows.
  • Assist in the implementation of new technology solutions to improve overall investment data management.
  • Undertake other information technology related activities and tasks as assigned by senior team members.

Benefits

  • Comprehensive suite of competitive products and services
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