Collect, validate, and reconcile client data using established analytics methodologies
Assist in preparing and executing compliance testing for the Firm’s investment fund clients
Build and maintain structured excel models to evaluate/test relevant fund thresholds
Author professional compliance summaries and reports
Maintain accurate and organized records of compliance testing work and assist with file management
Support responses to client inquiries and preparation of client communications
Identify opportunities for automation in database/testing methods
Participate in training and professional development to stay current on ERISA regulations and practice developments
Perform other tasks as needed
Be flexible to adjust hours to meet departmental need

Bachelor’s degree
Highly proficient in Microsoft excel and database systems (Advanced Formulas, Pivot Tables, VBA/Macros, SQL)
Experienced with data modeling and management of a live/actionable database
Strong logical reasoning and ability to apply complex rule-based frameworks
High attention to detail and error-proofing with zero tolerance for ambiguity in compliance calculations
Strong reading comprehension and capacity to review technical writing
Excellent organizational and communication skills
Able to work in a fast-paced environment, both independently and on a team
Flexibility, time management and ability to prioritize tasks and deadlines
Process-oriented mindset with focus on repeatability and documentation
Self-starter who can organize, plan and multi-task to complete work activities
Flexibility to work late and on holidays/weekends, and travel when necessary.

Paralegal Specialist, ECEB Compliance – Analytics

Key skills