Data Validation & Maintenance:
- Support a specific data model and asset class focus. Identify, reconcile, and resolve data issues of low complexity.
- Look for errors in data models.
- Analyze and understand existing internal tools and data warehouses to identify data quality.
- Analyze and understand existing internal tools and data warehouses to confirm data quality.
- Review automated validation controls and complete issue resolution. Assist with setup of new accounts.
Reporting:
- Run existing standard reports and queries from Risk systems and databases. Ensure reports are delivered to the appropriate client(s) and/or provided via automated processes to downstream systems according to defined SLAs and time frames.
- Review, understand, and respond to basic ad-hoc requests for risk statistical information supporting Risk, Investment Management, Marketing, and other constituent teams.
- Work closely with Technology team to test production enhancements to the Risk systems and reports.
Data Analytics:
- Manage existing analytics and create new ones if needed.
- Respond to specific requests for portfolio characteristics and risk statistics information.
- What ideal qualifications, skills & experience would help someone to be successfulBachelor s degree in finance, statistics, mathematics, operations research, engineering, or computer science, or related field
- Higher education or relevant industry certifications like CFA, FRM, preferable
- 4 to 6 years relevant work experience in the Asset Management Industry, in particular working in the front office with exposure to investment, trading, Portfolio and risk data
- Data Quality, Data Analytics and/or Data Management experience preferred
- Database and SQL (Structured Query Language), Tableau or Power BI and any programming language experience required.
Knowledge, Skills and Abilities:
- Database/ SQL (Azure, Snowflake, AWS): Ability to use basic functionality to collect data from a single or multiple sources
- Data Science/ Analytics (Excel, Databricks, coding, Python, Machine learning, AI): Ability to use basic coding functionality to compile, clean and search through large data sets for usable information
- Visualization (Power BI, Tableau): Ability to use basic screens to help visualize the information
- Data Modelling (Barra, Port, Axioma): Ability to model portfolio securities terms and conditions appropriately in selected risk system and create user defined instruments for commonly used derivatives.
- Business & Risk Knowledge: Cursory knowledge of investment management and investment risk concepts. Eager to seek out organized educational opportunities pertaining to business, risk, financial services, and investment management. Demonstrates ability to use interactions with peers as occasions to gain knowledge.
- Industry Trends: Learning and skill development stage of industry trend awareness. Demonstrates eagerness to learn about data modeling, research, and insight methods by gaining knowledge from peers and organized educational opportunities.
- Initiative, Organization & Time Management: Good organization & time management skills. Ability to prioritize work and deliverables to meet committed timelines.
- Communication: Effective written and verbal communication skills
Problem Solving and Decision Making:
- Ability to make independent decisions related to day to day job duties
- Ability to independently solve problems of moderate scope and complexity
Travel Requirements:
- Possibly on occasion and could require global travel
Physical Requirements:
- Ability to hear and speak to employees and outside business associates on the phone and in person
- Ability to view letters and numbers on a computer screen for long hours at a time
- Ability to maintain a professional image