Investment Systems Analyst

Job Responsibilities

• Provide front-line process and system support for assigned business staff, systems, and processes.
• Partner with Engineering teams and other ISAs to improve the reliability and effectiveness of investment systems and data solutions.
• Interface regularly with internal customers to understand business needs, priorities and changing workflows.
• Support the successful movement and integrity of key data through complex systems and processes.
• Partner with Investment Technology, Data and Operations teams to help reinforce system and process standards throughout the investment department.
• Participate in initiatives that implement new or enhanced processes, systems, and/or data visualizations, contributing to requirements, planning, testing and execution activities.
• Build working relationships with external peers and vendors to stay current on technology capabilities and industry trends.
• Partner with Reporting Analysts and Engineers to provide effective reports and develop efficient reporting methods.

Required Job Qualifications

• Bachelor’s degree.
• 3+ years of experience in the asset management industry; with experience in an Investment Systems Analyst, Business Intelligence Analyst, Business Systems Analyst, Data Analyst, or other similar position.
• Experience with Aladdin or similar Portfolio Management systems.
• Working knowledge of data visualization tools such as Power BI.
• Experience communicating effectively with portfolio managers, operations, IT, and market solution providers.
• Ability to learn and understand the investment business and related processes.
• Customer focus, strong sense of urgency, thrives on getting things done.
• Deliver quality, accurate outcomes utilizing all tools, systems, methods, resources available.
• Strong analytical and problem-solving skills; while remaining open minded.
• Teamwork approach demonstrated by daily interaction and collaboration with peers and stakeholders.
• Continuous improvement mindset regarding execution, data quality, business process, and operational risk.

Preferred

• Exposure to portfolio accounting or investment data platforms.
• Industry certifications preferred (CFA / CIPM / MBA or in progress preferred).
• Experience with scripting or analytical tools such as R or Python and SQL/Snowflake.
• Experience with FactSet and Bloomberg.
• Knowledge of Fixed Income securities and benchmarks.