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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong analytical and problem-solving capabilities, with a focus on investment operations, process improvement, and data analysis. Proficient in utilizing tools like SQL, Python, and data visualization software to enhance operational workflows and support decision-making.
Highest-signal resume keywords
Analytical SkillsProcess ImprovementData AnalysisInvestment OperationsCommunication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data AnalysisProcess MappingWorkflow DesignAutomationProgrammingContinuous ImprovementBusiness AnalysisAnalytical ToolsSQLPython
Soft Skills
Problem-SolvingAttention to DetailAdaptabilityOwnershipLearning Agility
Tools & Technologies
AlteryxTableauPower BIWorkflow AutomationVersion Control
Industry Keywords
Investment ManagementFinancial MarketsBusiness OperationsClient ServicingCorporate Actions
Tech Stack
Tools & technologiesPythonSQLTableau
About the role
Key responsibilities & impact- Complete a three-week cohort immersion in Parametric's investment strategies, operating model, and Operations organization
- Execute investment operations workflows accurately and on time
- Support cash and position reconciliation, trade lifecycle activities, client servicing, corporate actions, account onboarding and maintenance, contracts, oversight, and billing as assigned
- Develop end-to-end understanding of processes, systems, data flows, controls, handoffs, and dependencies
- Investigate exceptions, breaks, recurring operational issues, and client-impacting events
- Identify root causes, assess impacts, and recommend sustainable solutions
- Collaborate with Operations, portfolio managers, traders, sales, product management, technology teams, external providers, and other stakeholders
- Perform quality control and verification activities and maintain accurate records and documentation
- Analyze operational and investment data to identify patterns, anomalies, trends, bottlenecks, and emerging risks
- Build reports, dashboards, and analytical tools
- Identify opportunities to simplify, standardize, automate, or redesign workflows
- Contribute to process mapping, requirements gathering, testing, implementation, and adoption
- Collaborate on process-improvement, workflow modernization, analytics, automation, and AI-enabled initiatives
- Present findings, recommendations, and outcomes to team members and business partners
Requirements
What you’ll need- Associate or bachelor's degree completed by the program start date
- Relevant analytical, business, technical, quantitative, or process-improvement field, or relevant experience for candidates from other majors
- Strong analytical and problem-solving skills
- Systems-thinking and continuous-improvement mindset
- High attention to detail, sound judgment, risk awareness, and responsible use of data and technology
- Clear written and verbal communication skills
- Ownership, learning agility, adaptability, and effective prioritization
- Experience using spreadsheets to organize and analyze information, or ability to learn quickly
- Strong interest in investment management, operations, process improvement, data, and technology
- Ability to work full-time (40 hours per week) by the program start date
- Coursework, internships, or project experience in process mapping, continuous improvement, business analysis, data analysis, automation, workflow design, programming, analytics, or AI preferred
- Exposure to Alteryx, Tableau, Power BI, SQL, Python, workflow automation, process-modeling, version control, or similar technologies preferred
- Familiarity with financial markets, investment management, or business operations preferred
- Cross-functional project, presentation, prototype, or process/technology adoption experience preferred
Benefits
Comp & perks- Eligible annual discretionary incentive compensation award and incentive compensation plan bonus component
- Overtime eligibility
- Medical, Prescription Drug, Dental, and Vision coverage
- Health Savings Account
- Dependent Day Care Savings Account
- Life Insurance
- Disability and other insurance plans
- Paid Time Off, including sick leave, parental leave, and 20 vacation days annually
- 10 paid holidays
- 401(k)
- Short-term and long-term disability
- Other special employee perks
- Hybrid working model with remote work option on remaining days
- Relocation assistance is not provided
