Tech Stack
PythonSQLTableau
About the role
- Work with internal and external stakeholders and other key points of contact in a professional manner to resolve issues with urgency and accuracy
- Research , analyze, and resolve operational issues, increasingly using data-driven methods
- Communicate with internal and external contacts regularly to resolve issues, confirm information, provide status updates or information, among others
- Collect observations and turn into actionable insights and recommendations for improvement
- Complete daily assigned operations transactions
- Perform verification checks on similar work done by others on the team, to ensure accuracy of information
- Ensure thorough and accurate record keeping/maintenance of client records and files
- Maintain metrics, data and documentation
- Support the adoption of new tools and solutions in Operations
- Assist with development and roll out of innovation initiatives
Requirements
- Associate degree or bachelor's degree, with a concentration in STEM fields or Finance, Accounting, Economics with strong technical aptitude
- Strong Proficiency in Microsoft Office programs
- Preferred familiarity in one or more of: Alteryx, Tableau, SQL, Python or similar
- Ability to analyze, interpret and manage high volumes of data with tight deadlines
- Strong attention to detail & highly process-oriented mindset
- Strong problem solving and analytical skills
- Ability to work independently under tight deadlines, while also contributing effectively in teams
- Leadership skills are encouraged
- Excellent written and verbal communication skills
- Strong interest in starting a career in the investment management industry
- Must be able to work full-time (40 hours a week) by the program start date
- Medical
- Prescription Drug
- Dental
- Vision
- Health Savings Account
- Dependent Day Care Savings Account
- Life Insurance
- Disability and Other Insurance Plans
- Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually)
- 10 Paid Holidays
- 401(k)
- Short/Long Term Disability
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
data analysisdata-driven methodsMicrosoft OfficeAlteryxTableauSQLPythonrecord keepingmetrics maintenanceoperational issue resolution
Soft skills
communicationproblem solvinganalytical skillsattention to detailprocess-oriented mindsetindependenceteam collaborationleadershiptime managementurgency
Certifications
associate degreebachelor's degree