Investment Analyst

• Ensure quality data across multiple domains: Security, Analytics, Benchmarks, and Pricing for daily and monthly processes
• Review and reconcile security holdings, analytics, and performance data to ensure consistency, accuracy, and logical outcomes
• Move, format, and validate large data sets using Excel
• Ability to make sense of large volumes of data
• Create or update securities, such as Corporate Bonds, by adhering strictly to procedures and templates—precision is critical
• Follow standard operating procedures for all security updates, with attention to each unique instance and its nuances
• Support ongoing process completion, maintaining a focus on meeting customer/client needs and ensuring all steps are properly documented
• Apply technical skills and business understanding to monitor, improve, and guarantee data integrity within investment systems

• Bachelor’s degree in Finance, Economics, Business, or related field
• Experience working with extensive data sets and advanced proficiency in Excel (formatting, data review, validation)
• Demonstrated accuracy and attention to detail, with a strong process orientation
• Understanding of investment mechanics (e.g., differences between bonds, equities, and other securities) preferred
• Ability to follow structured procedures and adapt to variations in workflow
• Excellent communication skills and a collaborative team approach

Understanding of investment mechanics (e.g., differences between bonds, equities, and other securities)

• medical
• vision
• dental
• life and disability insurance
• 401(k) plan