Lead Analyst – Digital Accelerator

This is a fully remote position, open to applicants in United States.

📋 Description

• Create prioritization lists and provide status reports and achievements for Investment and Investment Services departments.

• Establish documentation standards and ensure the execution of investment system projects and initiatives.

• Facilitate monthly meetings with department managers and Digital Accelerators to synchronize priorities and vision.

• Keep track of project lists, priorities, and accomplishments.

• Deliver quarterly updates to senior leadership on the process automation roadmap, current status, and achievements.

• Suggest system enhancements and investigate best-practice process automation strategies.

• Utilize project management tools to convey project plans and status updates.

• Organize meetings and training sessions for the Digital Accelerator team.

• Provide mentorship to team members and coordinate their training efforts.

• Evaluate team capacity and skills, proposing cross-functional collaboration opportunities.

• Create and uphold Alteryx and application process documentation standards.

• Assist business owners with controls and end-user computing oversight.

• Collaborate with IT and systems development teams to address process-flow challenges.

• Spearhead automation and internal process modernization projects, including system-specific message files utilizing Alteryx, robotics, and other tools.

• Develop procedures and best practices while implementing workflow enhancements.

• Collaborate with IT to carry out tactical steps that support a strategic technical vision.

• Define and execute continuous improvement processes.

• Undertake other assigned projects.

⛳️ Requirements

• Bachelor’s Degree in Computer Science, Information Systems, Finance, Accounting, or equivalent experience.

• A minimum of six (6) years of experience in securities operations or accounting within the investment administration sector of a financial industry firm.

• If lacking a specialized degree, an additional four (4) years of directly related experience is required.

• Background in software development.

• Proficiency in advanced Excel functionalities.

• Attention to detail and self-motivated.

• Candidates must be authorized to work for any employer in the U.S.; no employment visa sponsorship or transfer of sponsorship, including CPT/OPT.

• For remote work, a reliable high-speed internet connection with a wired setup and an appropriate home workspace are mandatory.

🏝️ Benefits

• Medical, dental, vision, and life insurance coverage.

• Retirement savings options, including a 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contributions, and a diverse investment lineup.

• Tuition reimbursement of up to $5,250 per year.

• A business-casual work environment with the option to wear jeans.

• Generous paid time off from the start, including a paid time off program, ten paid company holidays, and three floating holidays each calendar year.

• Paid volunteer time of 16 hours per calendar year.

• Leave of absence programs that include paid parental leave, short- and long-term disability, and Family and Medical Leave (FMLA).

• Business Resource Groups (BRGs) that promote inclusion and collaboration within the business and across the communities where we operate; open to all employees.

• Opportunity for a bonus program for non-sales positions.

• Reliable high-speed internet with a wired connection; necessary computer equipment provided.