Title: Senior Solutions Analyst
Marketing Title: Senior Business Solutions Analyst – Equity Data Research and Analytical Reporting
Primary Purpose of the Position
Build and support front-office investment solutions for portfolio managers, directors of research, quantitative analysts, research analysts, and traders .
Responsible for managing the equity research performance system and process including the support and enhancement of a decision support system that assists Directors of Research in rating 120 analysts (55 – domestic, 65 – International) through the use of complex internal and external data.
Improve research process and performance by providing Equity Directors of Research with customized historical analyst attribution reports that identify rating impacts, missed opportunities, liquidity and performance relative to numerous benchmarks, and other quantitative portfolio analytics. Data is also used to develop equity research recruiting plans and make strategic considerations for the organizational structure of the investment team.
Lead the management and development of the consumption, storage, and usage of over 300 equity indexes (constituent and index level) including building new processes for existing and future benchmarks, as well as altering existing process.
Research new index data technology for improved processing, as well as manage relationships with index data vendors, ensuring the full use of existing and new product offerings.
College degree and a minimum 3-5 years professional experience in an analytical position involving data management and collection, modeling and interpretation across complex data sets.
Advanced degree strongly preferred
Financial Industry Experience strongly preferred
Ability to translate complex business requirements into detailed functional and/or technical specifications
Demonstrated advanced analytical, troubleshooting and problem solving skills
Must be able to meet with clients of varying levels to gather, document, and analyze system specifications and requirements, work closely with developers and testers in the fast-paced environment.
Possesses effective influencing and negotiating skills
Excellent written and verbal communication skills
Strong knowledge of relational databases and concepts