Customer Information Management (CIM) Analyst

Guiding investors through complex global markets is a privilege as well as a responsibility—we share a strong sense of duty as we strive to go beyond the expected.

**ESSENTIAL DUTIES AND RESPONSIBILITIES:** * The following duties are generally representative of the nature and level of work assigned and are not necessarily all inclusive. * The CIM Analyst will be responsible for supporting the team's efforts around better serving the Retail Distribution team by performing the following duties: * Extract, aggregate and analyze data from disparate sources to uncover trends in business performance. Create and maintain reports (filters, prompts and metrics) to reflect the information. * Assist with researching and documenting the quality of current of transaction/asset detail available for our products * Develop relationships and coordinate meetings within the CIM team, Sales and other departments to review the findings/progress related to our ongoing efforts for increased sales transparency * Document and educate internal areas about our relationship with our customers firms from a data perspective and how that impacts reporting/analysis capabilities; work with different departments to improve the information available for reporting and analysis. * Gather data, validate outside reporting/vendors, and review internal classifications that will help to improve the transparency of our Defined Contribution business for our sales teams * Participate in various data quality initiatives across Retail Distribution, which may include omnibus reporting, mutual fund data integration and third-party data providers * Assist VP of Customer Information with ad hoc and project-based analysis based on current business needs

**QUALIFICATIONS:** * To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. **EDUCATION and/or EXPERIENCE:** * Bachelor's degree from an accredited university or college; degree in business or finance preferred * 3+ years of relevant work experience, experience within the financial services industry strongly preferred * Knowledge of CRM and/or MF Operations is preferred **INTERPERSONAL/COMMUNICATION SKILLS :** * Professional approach to work with a service orientation * Ability to work collaboratively across multiple business areas * Excellent verbal and written communication skills **TECHNICAL SKILLS:** * High level of proficiency in SQL, MS Access and Excel; Tableau reporting experience a plus * Well-developed analytical and problem-solving and skills; strong attention to detail * Ability to organize, manipulate and interpret large data sets into action-oriented information * Results-oriented with ability to multi-task and complete projects in a timely manner * Innovative thinker and creative problem solver