Information Management Analyst

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Job Description:

As part of Wealth Management Operations (WMO), Investment Information Management Organization, this position is an Information Management Analyst within Wealth Management Performance Operations group. This group is responsible for maintaining timeliness and accuracy of client investment performance returns for branch office network.

Responsibilities:

• Performs quality assurance reviews, testing and training to ensures high performance accuracy of performance metrics and quality standards

• Supports inquiries and requests received from the line of business in a timely manner

• Evaluates efficiencies and identifies areas of improvement and growth to the overall process

• Ensures all assigned daily initiatives, deliverables, and events are completed timely and accurately

• Supports risk management and audit processes, including identification of issues, development of mitigation strategies, and exam preparation

• Reviews and updates procedures as needed to ensure they are accurate and up to date

• Adhering to record retention guidelines and standards

Required Skills:

• Ability to work well with internal and external team partners

• 1 plus year of Investment Performance Reporting Experience

• Able to manage workload during high volume periods

• Strong written and verbal communication skills

• Strict attention to detail and accuracy

• Must be available to work extended hours during periods of high volume.

• Excellent organization skills; ability to prioritize and handle multiple tasks independently

• Proficient PC skills, including Microsoft Excel and Outlook

Desired Skills:

• Prior experience working with the review or reconciliation of transactional/security data for investment products (i.e. cost basis, pricing, corporate actions, etc.)

• Strong understanding of financial markets and investment assets, to include equity, fixed income, and alternative investment securities.

• Process Efficiency

• Oral Communication

• Written Communication

• Critical Thinking

• Data Analysis

• Research

• Problem Solving

• Multitasking

• Collaborating

• Presentation Skills

• Risk Management

• Microsoft Excel

• Microsoft Outlook

Shift:
1st shift (United States of America)

Hours Per Week:
40

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