Investment Information Systems Analyst

First Financial Bank • Cincinnati, OH

2d • Onsite

About The Position

The Investment Information Systems Analyst supports the portfolio management, fixed income segment for Yellow Cardinal. The analyst will support investment managers and analysts with data management, portfolio strategy analytics, and system optimization. The role is critical in ensuring timely, accurate, and insightful data is available for portfolio decision-making. The analyst collaborates across teams to support operational and analytical needs.

Requirements

• Bachelor's degree in Finance, Economics, Mathematics, Information Systems, or a related field.
• Proficiency in Microsoft suite (high emphasis on excel) and other data analysis tools.
• Strong analytical and problem-solving skills; ability to interpret and present data.
• Excellent written and verbal communication skills.
• Ability to prioritize and manage multiple tasks in a deadline-driven environment.
• Attention to detail and commitment to data accuracy.

Nice To Haves

• Experience in banking or financial services
• Exposure to fixed income securities and portfolio concepts.
• Familiarity with SQL, Python, or other data querying/programming languages.
• CFA designation, or in process of obtaining is encouraged.
• Knowledge of investment compliance and operational procedures.

Responsibilities

• Gather and analyze portfolio data in support of fixed income strategies, preparing regular reports and ad hoc analyses for management.
• Assist with maintenance, enhancement, and troubleshooting of investment information systems, ensuring data integrity and system reliability.
• Collaborate with portfolio managers, analysts, and IT to identify system improvements and implement data solutions.
• Prepare and document system procedures, workflows, and user guides; ensure compliance with established standards and practices.
• Monitor and reconcile investment data from various sources, investigating discrepancies and recommending solutions.
• Maintain awareness of financial market developments and regulatory changes that may impact system functionality or reporting.
• Participate in testing and implementation of new system features and upgrades.

Benefits

• Relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing.
• Incentive eligibility for all roles (with exceptions for Co-Op, Intern, or Student positions).

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level