Financial Systems Analyst

The Financial Systems Analyst, Mutual Fund Operations develops automation solutions and reports for investment systems and finance applications in a secure environment. Key responsibilities include supporting daily operations, enhancing systems to meet new regulations, and assisting complex investment strategies. You will collaborate with cross-functional teams to review systems, document requirements, and build automation and compliance solutions while maintaining and improving legacy systems.

Your role and impact

Here’s a glimpse of your responsibilities and the meaningful impact you'll have as the Financial Systems Analyst, Mutual Fund Operations:

• Data Management & Reporting: 
  • Develop and maintain a robust data management plan for investment and financial data, ensuring accurate and accessible SQL databases. 
  • Facilitate data access and extraction; assist with financial statement preparation and filings. 
  • Provide flexibility during project implementations and other critical deadlines.
• Systems & Process Improvement: 
  • Evaluate and enhance financial and investment systems to meet regulatory requirements and support evolving strategies. 
  • Troubleshoot and resolve system issues, implement process efficiencies, and explore innovative technologies like AI and RPA automation.
• Project Leadership & Collaboration: 
  • Lead or contribute to special projects, ensuring timely delivery of results. 
  • Build and maintain strong relationships with internal teams and external partners to drive success.

What’s in it for you

• Competitive pay: Fair compensation for your hard work.
• Healthcare coverage: Comprehensive medical, dental, and vision from day one.
• Life insurance: Company-paid coverage for you and your loved ones.
• 401(k) plan: Matching contributions to help secure your financial future.
• Family support: Paid parental leave and reimbursement for adoption and surrogacy expenses.
• Work-life balance: Flexible time-off policy to recharge and pursue passions.
• Dress for your day: Express your style comfortably at work.
• Diversity and inclusion: A respectful environment that values unique contributions.
• Flexible work options: Remote, hybrid, and onsite opportunities at various locations across the U.S. for better work-life integration.
• Well-being focus: Programs to support a healthy balance between work and home life.
• Community connections: Build strong relationships through virtual and in-person interactions, with resources for your growth.

We’re passionate about fostering an inclusive environment where everyone can thrive. Even if you don’t meet every requirement, we encourage you to apply—your unique skills and experiences might make you the perfect fit for this role or another opportunity within our company.

What sets you up for success

• Qualifications:
  • Bachelor’s degree in finance, accounting, or a business-related field.
  • Previous experience in investments, mutual funds, or a similar operational environment.
• Required Skills:
  • Strong ability to prioritize and multitask in a fast-paced environment.
  • Proficiency in SQL for developing complex queries and reports.
  • Intermediate knowledge of VBA for maintaining and enhancing Excel-based applications.
  • Excellent verbal and written communication skills for clear issue articulation to management.
• Preferred Skills
  • Knowledge of mutual fund industry regulations and technical issues.
  • Experience in public accounting, mutual fund accounting, or fund administration with a focus on systems and automation.
  • Familiarity with Generative AI for research, coding, and automation.
  • Intermediate knowledge of Bloomberg and Morningstar Direct