Posted 10/02/23

THE TEAM YOU WILL BE JOINING:

WHAT THEY OFFER YOU:

Culture: Excellent work environment that fosters collaboration
Growth: Ability to make an impact on the direction of the organization
Opportunity: Gain hands-on experience working with cutting-edge technology
Stability: Recent financial performance of the company has reported record profits

WHY THIS ROLE IS IMPORTANT:

Provides solutions for IT and business management concerning the application of technology to business opportunities, planning and implementation of cross-functional applications.
Monitors feedback on the use of business applications, enhancing system productivity as needed.
Translates business requirements into application requirements, while working with all members of the team to execute the application successfully.
Reviews cost estimates of various system solutions and reviews project plans to provide input into decisions about prioritizing projects and allocating IT resources.
Engages client teams and explains complex security initiatives in an understandable manner, while also addressing any hesitations or concerns from the client.
Monitors the efficiency and effectiveness of application operations and troubleshooting problems, as necessary.
Coaches and sometimes delegates work to lower level professionals.

THE BACKGROUND THAT FITS
Required Skills:

Bachelor’s Degree or equivalent of four (4) years of related work experience
Minimum of three (3) years of 3 years of data analyst or similar experience
Experience automating processes through use of tools including but not limited to Excel, VBA, SharePoint Designer or other low code development
Strong technical, analytical and business skills
Experience with processes including creation and maintenance of documentation
Demonstrated experience performing analyses and solving problems and developing a solution
Demonstrated ability to connect data and analysis to drive actions to make decisions in a consultative manner
Direct experience with SQL analysis and reporting tools such as Tableau
Proven ability to deliver results in a growing and changing environment
Experience in extracting, transforming, loading and analyzing large data sets using Python and/or Alteryx
Preferred:
Experience working with retirement plans and services.
Experience working across functions / businesses in a matrix environment that may include Product, Marketing, Legal, Risk, Compliance, Technology, Client Relationship Sales, Client Services, etc.
Understand asset allocation and managed account products and services