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