Lead Analyst Middle Office Investment

Grow your career with a growing organization

Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

The Lead Middle Office Investments Analyst develops and maintains complex operational processes for the Company s general and separate accounts using various front office investment systems to support portfolio management. Research ad-hoc complex investment data needs to determine efficient and accurate data flow, and responsible for portfolio management, board, risk management and client reporting.

What you will do

• Serve as a Portfolio Manager's primary point of contact with investment operations, compliance, client service, and business analysts. Incumbents directly support portfolio managers, including: monitoring portfolio performance; conducting statistical analyses; assembling and reviewing data; completing performance attribution analyses; monitoring cash flows; maintaining target allocations and completing ad hoc and recurring analyses.

• May provide guidance and/or training to junior operations staff but does not have formally assigned management authority. Coordinates, performs and documents complex investment operational processes.

• Prepares daily, monthly and quarterly reporting for portfolio management, board, risk management and client reporting purposes. Includes creation, documentation and presentation of new report packages to management based on management requirements.

• Continues to research, determine and document process improvements and system enhancements to increase overall effectiveness and efficiency to support trading and portfolio manager initiatives.

• Will assist with new process implementation.

• Reconciliation, review and management of investment data within the investment systems.

What you will bring

• Bachelor's Degree in Finance, Economics, Math, Accounting or Business Administration required.

• MBA, CFA or other professional designation preferred

• Ten plus years of experience in finance, accounting, math or investment operational roles

• Familiarity or prior experience with private equity modeling, data management and reporting highly desired

What will set you apart

• Strong understanding and experience with fixed income financial instruments and the markets as well as strong analytical and quantitative skills

• Intermediate in MS Office (Excel, Access and Power Point) required

• Experience with SAP Crystal Reports, SAP Business Objects Web Intelligence (WEBi) or similar report design software,

• Bloomberg, Barclays Live, Barclays POINT is highly desired

• Strong communication skills and attention to detail required

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.

Base Salary Range

$88,200.00 - $124,500.00

The salary range above shows the typical minimum to maximu