Partnering with our EQIS team and cross-functional partners to support the Equity Portfolio Management team
Communicate effectively with many levels of management
Lead projects in support of Equity’s strategic initiatives and business operations
Develop and implement workflows to support and scale the Equity business
Liaise and manage relationships with multiple internal groups who support Equity as well as external vendors on implementation activities
Coordinate with technology partners and key stakeholders to develop and refine requirements and prioritization needs across Equity
Guide discussions and activities to ensure clear communication and collaboration among Equity business partners
Manage and communicate program status to stakeholders of various initiatives
Identify and articulate program risks and help to resolve issues as they surface

Requirements

3-5 years’ work experience in or working with investment operations in financial services industry
Bachelor’s Degree
Strong communication and analytical skills
Must be highly organized, meticulous, detail oriented and can work independently
Effective relationship management skills across numerous strategic business partners
Demonstrated experience utilizing Python and SQL to streamline workflows, automate repetitive tasks, and deliver actionable data insights.
Ability to perform multiple tasks simultaneously and comfortable in an environment of shifting priorities
Excellent judgment, issue management, and problem-solving skills
Self-motivated, comfortable taking the initiative, and meet deadlines independently
Positive attitude and 'can do' work ethic

Benefits

Comprehensive health care coverage and emotional well-being support
Market-leading retirement
Generous paid time off and parental leave
Charitable giving employee match program
Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

PythonSQLworkflow developmentdata analysisautomation

Soft Skills

communicationanalytical skillsorganizational skillsrelationship managementproblem-solvingjudgmentinitiativedetail-orientedself-motivatedpositive attitude

Certifications

Bachelor’s Degree