Information Management Analyst

Role Overview

• Performs moderately complex activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data according to the established guidelines and procedures
• Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
• Reviews and approves required account documentation
• Identifies risk and opportunities for process improvement based on an understanding of how the work impacts other operational units
• Maintains knowledge of operational processes and assists in training less experienced team members
• Performs quality assurance reviews, testing and training to ensure 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.
• Adheres to record retention guidelines and standards.

Requirements

• Ability to work well with internal and external team partners
• 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
• Investment Performance Reporting Experience (desired)
• Prior experience working with the review or reconciliation of transactional/security data for investment products (i.e. cost basis, pricing, corporate actions, etc.) (desired)
• Strong understanding of financial markets and investment assets, to include equity, fixed income, and alternative investment securities (desired).

Benefits

• Industry-leading benefits
• Access to paid time off
• Resources and support to employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.