Information Management Analyst

About the Role

This job is responsible for moderately complex activities supporting the assignment, sourcing, gathering, furnishing, and movement of financial and client information and data.

Key Responsibilities

• Fund setup
• Client identification data
• Pricing
• Cost basis reporting
• Review of onboarding documents received from fund companies which provide instructions for the setup of Mutual Funds, Alternative Investments, Unit Investment Trusts, and various other products
• Analysis of received data to ensure system supportability
• Data entry to add products to the proprietary platform
• Quality review of data entered
• Testing of system enhancements based upon business initiatives
• Frequent communication with internal and external business partners
• Assist with project work as needed

Requirements & Tech Stack

• Microsoft Office Suite with a strong background in Excel

Qualifications

• Ability to provide effective ownership and accuracy with an emphasis on attention to detail
• Intellectually curious with a desire to identify and implement innovative solutions
• Ability to prioritize and handle multiple job related duties including day to day tasks and project work in a deadline oriented environment
• Ability to think critically while effectively managing and finding resolutions to complex situations independently
• Ability to act proactively to identify, control, and mitigate risks
• Excellent follow-up and organizational skills
• Provide outstanding personalized service and exhibit professionalism in all situations

Desired Qualifications

• Knowledge of Alternative Investments

Skills

• Account Management
• Attention to Detail
• Customer and Client Focus
• Written Communications
• Analytical Thinking
• Oral Communications
• Prioritization
• Problem Solving
• Collaboration
• Recording/Organizing Information
• Research
• Result Orientation
• Numerical Reasoning