Description
This role will be responsible for on-boarding some of our largest clients and most complex assets, including everything from determining how best to model certain securities, loading the assets onto our system, as well as establishing data feeds that allow for automated reconciliation and reporting.
Responsibilities
1. Re-engineer inefficient processes with the goal of improving system automation, speed, accuracy, and operational workflow
2. Leverage SQL and VBA to gather and analyze data to resolve problems and inconsistencies
3. Work on a dynamic and fast paced team, applying your analytical and problem-solving skills for maximum impact across the organization and industry
4. Strategize with development teams to improve our client on-boarding experience, shorten delivery time frames, and develop repeatable, scalable processes
5. Effectively communicate and collaborate with a global team to accurately and efficiently resolve problems and client inquiries
6. Import, normalize, enrich, load, and validate investment holdings and transactions data using state-of-the-art software tools and systems
7. Collaborate with multiple teams and departments to ensure accuracy and consistency of financial records and data
8. Develop and apply domain knowledge regarding complex financial instruments and accounting principles
Requirements
9. Bachelor's degree in relevant field
10. Excel proficiency
11. Experience with SQL or other relational databases is beneficial
12. Excellent organizational and interpersonal skills
13. Work with minimal direction and be able to coordinate complex activities in an evolving, agile environment
14. Dynamic problem solving skills, and an innate sense of curiosity
Internal Applicants: this role is open to Grade 4.2 or 5 applicants