The Lead Analyst develops, enhances, and maintains complex operational processes supporting the Company’s general and separate accounts, leveraging multiple front-office investment systems to support portfolio management
Job Summary
The Lead Analyst develops, enhances, and maintains complex operational processes supporting the Company’s general and separate accounts, leveraging multiple front-office investment systems to support portfolio management.
This role researches and fulfills complex, ad hoc investment data needs to ensure efficient and accurate data flow, and supports portfolio management, board, risk management, and client reporting.
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own.
Matching Summary
The Lead Analyst develops, enhances, and maintains complex operational processes supporting the Company’s general and separate accounts, leveraging multiple front-office investment systems to support portfolio management.
Skills & Requirements
Must-have
Fixed income financial instruments
Commercial mortgage loans
Investment data flows
Portfolio management support
Data integrity and consistency
Advanced Excel and Access skills
Nice-to-have
Fluid career paths
Welcoming and inclusive environment
Commitment to diversity
Professional development focus
Key Requirements
Bachelor's degree in finance, Economics, Math, Accounting or Business Administration
10+ years of experience in finance, accounting, math or investment operational role
MBA, CFA or other professional designation preferred