* Performs data management activities in support of day-to-day functions of Mutual Fund and ETF valuation and Security Master building. Reviews exceptions and takes corrective action.
* Under minimal supervision, compiles, synthesizes and reports on the Bank's or market data sources; provides support with access, maintenance, and security activities. May manage moderately complex databases, feeds, etc. and assists with data sources. Conducts preliminary, basic calculations for more senior colleagues and helps develop reports.
* Interprets findings and prepares initial drafts of standard reports.
* Works with internal and external datasets, and client reference data, and provides analysis in market development for securities data. Applies techniques such as querying to extract data for analysis.
* Monitors moderately complex databases and spreadsheets. Performs basic calculations, initiates the execution of data modeling programs and prepares initial drafts of simple charts, graphs or reports.
* Provides information based on data-related questions from internal and external clients and may help provide solutions. Ensures that all customer responses are thoroughly documented and verified.
* No direct reports; may provide guidance to more junior roles. Contributes to the achievement of team objectives.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to
HR@insightglobal.com.
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https://insightglobal.com/workforce-privacy-policy/ .
* Bachelor's degree (most preferred: finance, economics, accounting or general business)
* 0+ years of experience working in the financial services industry or ok with someone straight out of college
* Experience or knowledge handling security reference data using tools such as Bloomberg, Radar, or ICE
* Proficient in excel (v- lookups, pivot tables, macros & micros)
* Good communication
* Experience examining queries that contain security reference data
* Ability to multi task
* SQL experience or Python
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.