Investment Data Analyst

About the position

To provide data domain aligned support to Investment Management Group (IMG), Enterprise Investment Services (EIS), and other enterprise data clients and stakeholders to enhance investment decisions and fund oversight. To serve as the point of contact for EIS, IMG and other enterprise data clients for investment data related inquiries and partner with internal teams to ensure integrity of investment and fund data. To provide oversight of operational activities to ensure accurate and timely service delivery. This operations-based role involves a variety of tasks on a daily, weekly, and monthly basis.

Responsibilities

• Overseeing the organization, storage, and accessibility of data.
• Providing guidance on methodology and standard processes.
• Basic understanding of financial products (mutual funds & ETFs) or accounting book of records, or willingness to learn.
• Proficiency in SQL and Python is a plus, as these tools are frequently used for data analysis and automation.
• Completes daily and ad hoc tasks while working under tight deadlines, managing competing priorities, and analyzing multiple inputs to meet operational objectives.
• Analyzes and resolves complex data issues supporting Data Management as a process expert per assigned data domain.
• Proactively identifies and leads process enhancement initiatives to gain efficiencies and improve quality.
• Reviews and performs root cause analysis of data errors and provides short-term and long-term solutions for issues.
• Provides direct client support to enhance business decisions, anticipating client's needs and exceeding expectations.
• Develops a strong and consistent knowledge of funds and securities assigned and obtains an end-to-end knowledge of the operational processes being supported.
• Participates in new product implementations and other improvement projects by capturing, documenting, and validating business requirements.
• Recommends changes that will enhance workflows and procedures.
• Participates in special projects and performs other duties as assigned.

Requirements

• Undergraduate degree (preferably in accounting, finance, economics, or related field).
• Minimum of three years relevant work experience, including one year of project management experience preferred.
• Excellent analytical capabilities, research, problem solving, and time management skills required.
• Proficiency in Data Management procedures and strong knowledge of data domain workflows preferred.
• Strong verbal and written communication skills, interpersonal skills, and the ability to build solid business relationships.
• Excellent judgment and ability to analyze issues quickly and independently.
• Strong, demonstrated problem identification, analysis, and resolution skills.
• Demonstrated ability to function in a fast paced, ambiguous working environment with multiple and diverse responsibilities.
• Advanced knowledge and skills using current versions of the Microsoft Office Suite.
• VBA, SQL, Power BI, and Python is a significant plus.
• Detail oriented with a high level of energy.
• Proven self-starter with ability to work independently and within teams.
• Ability to work effectively in a team environment.