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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in investment administration, project management, and process automation, with a strong focus on continuous improvement and team collaboration. Proficient in Alteryx and advanced Excel, with a solid foundation in software development and securities operations.
Highest-signal resume keywords
Investment Administration ExperienceProject Management ToolsAlteryx ProficiencyProcess AutomationTeam Mentoring
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Software DevelopmentAdvanced ExcelProcess AutomationInvestment System ProjectsDocumentation StandardsWorkflow ImprovementsSecurities OperationsAccounting ExperienceContinuous Improvement ProcessesCross-Functional Collaboration
Soft Skills
Detail OrientedSelf-StarterTeam CoordinationCommunication SkillsLeadership
Tools & Technologies
Project Management ToolsAlteryxRoboticsDigital Accelerator ToolsEnd-User Computing Controls
Industry Keywords
Investment ServicesFinancial IndustryProcess-Flow IssuesControlsTechnical Vision
About the role
Key responsibilities & impact- Develop prioritization lists and report status and accomplishments for aligned Investment/Investment Services departments
- Develop documentation standards and ensure implementation of investment system projects and initiatives
- Lead monthly meetings with department managers and Digital Accelerators to align priorities and vision
- Maintain project lists, priorities, and accomplishment tracking
- Report quarterly to senior leaders on process automation roadmap, status, and accomplishments
- Recommend system enhancements and research best-practice process automation
- Use project management tools to communicate project plans and status updates
- Coordinate Digital Accelerator team meetings and training
- Mentor team members and coordinate training
- Assess team capacity and skills and propose cross-functional collaboration
- Develop and maintain Alteryx and application process documentation standards
- Support business owners with controls and end-user computing controls
- Partner with IT and systems development resources on process-flow issues
- Lead automation and internal process modernization projects, including system-specific message files using Alteryx, robotics, and other tools
- Establish procedures and best practices and implement workflow improvements
- Partner with IT to execute tactical steps supporting a strategic technical vision
- Define and implement continuous improvement processes
- Perform other assigned projects
Requirements
What you’ll need- Bachelor’s Degree in Computer Science, Information Systems, Finance, or Accounting, or equivalent experience
- Six (6) plus years of securities operations or accounting experience in the investment administration area of a financial industry firm
- Without a specialized degree, an additional four (4) years plus of directly related experience is required
- Software development background
- Advanced Excel skills
- Detail oriented / self-starter
- Applicants must be authorized to work for any employer in the U.S.; no employment visa sponsorship or takeover of sponsorship, including CPT/OPT
- For remote work, reliable high-speed internet with a wired connection and a suitable home workspace are required
Benefits
Comp & perks- Medical, dental, vision and life insurance
- Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
- Tuition reimbursement up to $5,250/year
- Business-casual environment that includes the option to wear jeans
- Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
- Paid volunteer time — 16 hours per calendar year
- Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
- Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play; BRGs are open to all
- Bonus program opportunity for non-sales positions
- Reliable high-speed internet with a wired connection; necessary computer equipment provided