Sr. Data Analyst, Hartford CT (Hybrid)
Conning & Company - hartford, CT
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We are seeking professionals with diverse backgrounds who can contribute to our success. If you thrive in a fast-paced, intellectually stimulating environment and desire to work with a strong team of investment professionals and industry experts, we would like to hear from you. Position Summary: Maintain data quality at an enterprise level for various investment and market data elements including but not limited to security master; corporate actions; security valuations; asset classifications and quality ratings for fixed income and equity securities. Interact closely with data providers and consumers to address issues and concerns regarding data accuracy, consistency, and completeness. The position will provide exposure to all aspects in the life cycle of a security including but not limited to trading, new issue set up, credit/quality ratings, portfolio compliance, corporate actions, and pricing. Essential Responsibilities: Creates, implements, and maintains master data management solutions that enable users to optimize system capabilities. Analyze/Research SMF investment data, reconciling data between various sources and internal systems. Support daily/monthly pricing functions. Uses knowledge of end-to-end data processes to analyze, cleanse, and enrich master data elements, and ensure that data flows efficiently and consistently between users and stakeholders. Work with Risk Management, Portfolio Management, Performance Management, Clients, Investment Operations, 3rd party consultants and external auditors to support a wide range of production related issues. Liaison with all front office departments to identify data requirements and appropriate data source(s) to meet the need. Collaborate among internal teams to introduce/create and maintain standard taxonomies for critical enterprise-wide data such as asset classifications and quality ratings. Provides data governance and ensures data integrity by coordinating data management efforts across the organization. Troubleshoots issues related to master data management and identifies opportunities for improving data management processes. Collaborate with IT when modifications to the existing configuration are deemed necessary in the Enterprise Data Management tool. Support all vendor management-related processes as needed. Level 2 (Senior Associate) Bachelor's degree in Business, or related field Requires 2-4 years of related experience Occasionally directed in several aspects of the work Gaining exposure to some of the complex tasks within the job function Moderate interaction with internal & external customers Intermediate organizational, verbal and written communication skills Detail oriented, analytical mentality with problem solving, research, and follow-up skills Ability to meet tight deadlines and multitask Ability to work both independently and in a team environment Intermediate prioritization skills; experience with agile methodology a plus Intermediate knowledge of finance/accounting data and systems Six Sigma certification a plus Knowledge of straight-through process management a plus Technical Skills: Basic to intermediate experience working with Microsoft Excel, Microsoft Teams and Microsoft SQL Query required Basic knowledge of database architecture and design required Basic experience writing Oracle SQL code a plus Basic experience using visualization tools (Power BI) a plus Basic experience using Extract Transform Loads (ETL's) a plus Commitment to Diversity, Equity and Inclusion: Conning is an equal opportunity employer. Our company embraces the principles of diversity, equity and inclusion; our employees can bring the best version of themselves to work every day. We thrive in an environment where everyone's voice is heard, every idea counts, and the differences of our employees are valued. We provide reasonable accommodations to those who need them. If you are unable to complete this application due to a disability, contact us to ask for an accommodation or an alternative application process. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.
Created: 2024-10-19