Information Technology Analyst

Responsibilities

• Monitor daily automated workflow execution.
• Work independently to identify and resolve system breakdowns.
• Perform recurring month-end processing tasks, including security fair value pricing, investment accounting, and portfolio analytics and risk review.
• Support the evaluation and responsible use of AI-enabled tools to improve operational efficiency, issue detection, and workflow monitoring.
• Aid in managing system interoperability and data transmission, focusing on bilateral data feeds.
• Aid in the maintenance and enhancement of data acquisition, aggregation, and transformation processes.
• Contribute to foundational data quality efforts that support analytics use cases.
• Assist in troubleshooting technical issues related to 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.
• 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.
• Undertake other information technology related activities and tasks as assigned by senior team members.

Qualifications

• Strong analytical and problem-solving skills, with a detail-oriented and inquisitive approach.
• Strong oral, written, and presentation communication skills.
• Ability to work effectively both independently and in a collaborative, team-oriented environment.
• Demonstrated willingness to learn and adapt to new technologies, tools, and processes.
• Exposure to financial services or investment operations is a plus.
• Bachelor’s degree in Management Information Systems, Business Data Analytics, Finance, Economics, or a related field.
• Knowledge of SQL and experience supporting reporting, data analysis, or business intelligence solutions; experience with cloud-based BI tools is a plus.
• Experience using Python or similar scripting tools for data analysis, reporting, or process support is preferred.
• Proficiency in Microsoft Office Suite, particularly Excel; experience with VBA or macros is a plus.

Benefits

This is a full-time position with a base salary range of $85,000 - $100,000. The company offers a flexible, hybrid work environment where employees are required to be on-site three days per week in Conshohocken, PA. The company is committed to Equal Employment Opportunity (EEO).