Job Description
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Job Description Summary
The individual will be a member of the Portfolio Analytics team within the firm’s Data Office. The role will have exposure to a range of activities including team management, data governance and analysis, data expansion and assist in any continuous improvement projects as needed. The role requires a collaborative individual able to communicate clearly and effectively both strong written and verbal communication skills. Ability to work independently and as part of a team. Must have excellent analytical and reporting skills. Familiarity with financial statements and financial concepts. Ability to manage priorities, solid data management knowledge and attention to detail.
Job Skills and Abilities
· Pro-active, creative, energetic, self-assured professional with high personal integrity and ability to develop good interpersonal relationships with others
· Proven ability to manage multiple and often competing priorities, adept at problem solving, identifying creative solutions, driving to decisions, and deliver results consistently
· Ability to lead and assist in the development and management of high performing team; prior management experience is preferred
· Strong emotional intelligence when leading and managing directly and indirectly
· Operates with a high level of attention to detail and willingness to proactively solution risks in data quality
· Experience with reporting, dashboard, and other analytical tool design/creation/maintenance
· Experience with data governance and managing large sets of data
· Experience with creating, developing and managing new processes
· Self-starter who thrives in an entrepreneurial environment
· Has enthusiasm for the mission of the company and for its diverse and inclusive culture
· Proficient in MS Teams, Apps, PowerPoint, Word
· Advanced Excel skills, Bloomberg experience a plus
· General knowledge of CapitalIQ, Pitchbook, Microstrategy
Responsibilities
Data Governance: 80%
· Aid in instituting best practices for data management within Portfolio Analytics
· Lead team in enhancing data governance initiatives within Portfolio Analytics
· Increase scope of data governed within Portfolio Analytics team
· Drive data quality remediation
Team Leadership: 10%
· Mentor and coach indirect reports in support of the Firm’s performance and development process
· Active listener who will foster and encourage a team-orientated atmosphere
· Proactively manage the team so that work is being done efficiently and assist with prioritization as needed
· Hire, train, mentor, assign/monitor workload, where applicable
· Perform annual reviews, where applicable
Technology Development & Enhancements: 10%
· Maintain accurate information across systems
· Trouble-shoot problems as they arise
· Testing, as needed
· Document processes, as needed
Education
BS/BA or equivalent
Work Experience
10+ years financial services experience