Lead Analyst Digital Accelerator
About The Position
The Lead Analyst Digital Accelerator develops prioritization lists and reports status and accomplishments for aligned Investment/Investment Services departments. The role develops documentation standards and ensures the implementation of investment system projects and initiatives. It coordinates collaboration and training across Investment Digital Accelerators, mentors team members, and develops process enhancements through continuous improvement. The position leads department priority-setting and automation planning, maintains project lists and status reporting, recommends system enhancements and process automation practices, and manages communications using project management tools. It also coordinates team collaboration and training, establishes documentation standards for Alteryx and other applications, supports business owners with controls, partners with IT and systems development resources, and leads automation and internal process modernization projects.
Requirements
- Bachelor’s degree in Computer Science, Information Systems, Finance, or Accounting, or equivalent experience.
- Six or more years of securities operations or accounting experience in the investment administration area of a financial industry firm.
- Without a specialized degree, an additional four or more years of directly related experience is required.
- Software development background.
- Advanced Excel skills.
- Detail-oriented and self-starter.
- Must be authorized to work for any employer in the United States; employment visa sponsorship, including CPT/OPT, is unavailable.
Responsibilities
- Lead monthly meetings with Investment/Investment Services department managers and other Investment Digital Accelerators to align priorities and vision.
- Maintain evolving project lists for each aligned area and track priorities and accomplishments.
- Report at least quarterly to department senior leaders on the process automation roadmap, status, and accomplishments.
- Maintain sufficient understanding of department processes to recommend system enhancements that support department goals.
- Research and propose best-practice process automation to department managers.
- Use project management tools to communicate project plans and status updates.
- Coordinate regular Digital Accelerator team meetings, including with other company teams as appropriate, to share ideas.
- Mentor team members to develop their experience and efficiency.
- Identify and coordinate training as needed.
- Assess Digital Accelerator team capacity and skillsets and propose cross-functional collaboration where appropriate.
- Develop Alteryx and other application process-documentation standards for Investment Services and ensure documentation meets those standards.
- Support business owners in developing appropriate controls and end-user computing controls.
- Partner with internal IT and systems development resources to investigate process-flow issues.
- Lead automation and internal process modernization projects, emphasizing technical process enhancements, including developing and writing system-specific message files for processes using Alteryx, robotics, and other available tools.
- Establish and maintain organizational procedures and best practices, reviewing, recommending, and implementing changes to improve processes and workflow.
- Partner with IT to define and execute tactical steps that realize a strategic technical vision.
- Define and implement continuous improvement processes to elevate organizational capabilities and business value.
- Perform other projects as assigned.
Benefits
- Medical, dental, vision, and life insurance.
- 401(k) plan with company matching contributions up to 6%, financial advisory services, potential company discretionary contribution, and a broad investment lineup.
- Tuition reimbursement up to $5,250 per year.
- Business-casual environment with the option to wear jeans.
- Paid time off upon hire, ten paid company holidays, and three floating holidays each calendar year.
- Paid volunteer time of 16 hours per calendar year.
- Leave programs, including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA).
- Business Resource Groups open to all.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
