Analyst Jobs

About The Position

Requirements

• Knowledge of financial and investment markets.
• Knowledge of financial research and reporting methods and tools.
• Knowledge of federal, state, and local laws and regulations.
• Knowledge of data management using a variety of reporting and database systems.
• Knowledge of Excel, Word, and PowerPoint.
• Bachelor's Degree (typically in Finance) OR 4-6 years of progressive work experience (typically in Statistics).
• 0-3 years of progressive work experience (typically in Statistics).
• General office conditions, including minimal lifting.

Nice To Haves

• Understanding of financial markets.
• Excellent written and oral communication skills.
• Ability to read, understand, and explain legal and compliance documents.
• Excellent organizational skills and attention to detail.
• Bachelor's degree in finance or economics.
• Experience in investments, investment accounting, or financial audit.

Responsibilities

• Facilitate adoption and customization of STO's third-party compliance system.
• Assist in the development, distribution, and maintenance of compliance documentation, including disclosure documents, gift logs, pre-trade clearance requests, travel and entertainment logs, and manager attestations.
• Assist in the development and maintenance of compliance training materials.
• Schedule staff training.
• Document training attendance and the collection of comments and questions from training.
• Monitor both pre-trade (Bloomberg) and post-trade (JP Morgan) compliance reporting.
• Research and escalate pre-trade and post-trade compliance notifications.
• Develop the capability to inventory, review, edit, and create rules in Bloomberg and request rule changes in the JPMorgan system.
• Assist in the development of various compliance and proxy voting reports.
• Produce and maintain those reports as required.
• Maintain lists of all accounts in compliance and proxy voting systems, ensuring that all relevant accounts are live and active in the required systems.
• Monitor proxy voting reports, ensuring that all ballots have been received and can be voted on, and all votes are scheduled to be voted on as per policy.
• Miscellaneous tasks as assigned.

Benefits

• Comprehensive health, dental, and vision insurance
• Paid vacation, sick leave, FMLA, and holidays
• Retirement - Pension and 457B plans
• Flexible schedules and work-life balance options
• Meaningful work that makes a difference for Wyoming communities