- Bachelor's degree in accounting or finance, or commensurate work experience - Required
- Proven understanding and experience of the financial services industry. - Required
- Demonstrated experience completing assigned tasks independently, accurately and on a timely basis. - Required
- Proven experience coordinating multiple projects/assignments simultaneously and completing assigned tasks accurately and timely. - Required
- Proven experience working with complex programs that require identifying complex data and analyzing the quality of the output provided. - Required
- Proven experience with Investment Management software. - Preferred
- Demonstrated strong attention to detail with excellent organization skills and process orientation. - Required
- Proven excellent verbal and written communication skills, ability to work across organizational boundaries and effectively build relationships inside and outside of the organization (e.g., Clients, CIO, CEO, and Portfolio Managers). - Required
- Demonstrated strong analytical and quantitative skills, including demonstrated experience identifying and quantifying problems and providing effective resolutions with the ability to conceptualize and use new methodologies. - Required
- Demonstrated strong project management skills, citing examples of developing, organizing, initiating, and maintaining a project and successfully meeting goals and target dates. - Required
- Proven excellent verbal and written communication skills with the ability to successfully interpret and communicate business needs between internal system groups and external vendors in a clear, focused, and concise manner. Must demonstrate ability to convey information to internal and external customers in a clear and understandable manner. - Required
- Demonstrated ability to document procedures and activities in a manner that is understandable to others. - Preferred
- Proven ability to effectively interact and communicate with all levels of staff and management. - Preferred
- Demonstrated strong technical skills related to systems, technology, and data. - Preferred
- Demonstrated excellent knowledge of Microsoft Office suite of products - Preferred
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Work Setting/Position Demands:
- Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
- Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
- Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
- Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
- Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
- Performs substantial movement of wrists, hands, and fingers for continuous computer work.
- Extended hours required during peak workloads or special projects/events.
Travel Requirements: