Provide support by performing analysis and reporting, to provide recommendations for the business. Identify process improvements and adjustments to existing reporting models. Provide expertise for small to medium projects, which may involve developing solutions for problems within the business. Resolve problems or issues through methods of trouble shooting and separate analysis. Using sound information and theory, provide management with recommended actions to resolve issues or create value for the business.

REQUIRED QUALIFICATIONS

• Associate degree in business or applicable experience.
• Strong relationship and communication skills in working with colleagues on recommendations and analysis.
• Ability to thrive in rapidly changing environment - proactive, flexible and able to handle and prioritize multiple projects simultaneously.
• 3-5 years of analyst experience
• Strong analytical, quantitative, and problem-solving skills
• Develop solutions for complex problems for the business unit. Identify and recommend changes to policies, procedures, and business model.

PREFERRED QUALIFICATIONS

• Bachelor’s degree in business
• Solid analytical, quantitative & problem-solving skills
• Ability to establish and maintain strong relationships across the organization.
• Strong knowledge of business operations and processes in more than two areas.
• Ability to communicate effectively recommended results from analysis.
• Knowledge of SS&C systems.
• Knowledge of Mutual Fund, 529 and Collective Investment Trust products.

• Perform routine reporting and analysis while making recommendations that best meet business objective. Lead a variety of projects, which may involve developing solutions for problems within the business unit by effectively summarizing and communicating results. Maintain project plans and task lists for projects. Projects will largely be product related initiatives.
• Perform routine to more complex reporting and analysis, which may involve creating reports from initiation to completion. Make process improvements and adjustments to existing reporting models. Assist with Intermediary Fee invoice review and payment processing.
• Develop solutions for routine to more complex problems for the business. Identify and recommend changes to policies, procedures, and business models. Provide accurate, timely & responsive services to the business. Maintain product data across multiple sources including fund databases and industry repository.
• Make recommendations that best meet client and business objectives by knowledge sharing to increase efficiencies and encourage a culture of continuous improvement.
• Assist with other projects and initiatives as needed.