Senior Analyst, Data, Performance, and Operations

2 months ago


Chicago, United States Senior Analyst, Data, Performance, and Operations Full time

Interested in this role You can find all the relevant information in the description below. Seeking to hire a Senior Analyst, Data, Performance, and Operations for a direct hire opportunity in Chicago for one of the nation's largest independent foundations. Organizations supported by the Foundation work in about fifty countries. Will support our client’s Investment Department’s data management infrastructure. Will provide support for the operational and analytical functions of the Investment Office and will serve as a liaison to internal partners as well as external partners.

Essential Duties and Responsibilities:

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Implement and develop an architecture to support our diverse and complex set of investment portfolios and strategies

·

Assist with migrating and reconciling our CRM data, partnership/hedge fund transaction and valuation data, and portfolio return and risk data with Dynamo’s toolset

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Refine and implement workflow, processes, and systems to help build organizational infrastructure, including data loading, set-up, modeling, analysis, and troubleshooting

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Design and test solutions that will meet our internal needs and grow the Dynamo ecosystem

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Leverage Dynamo technology platforms, templates, and tools to enhance operational efficiency, information, and data management, and reporting capabilities

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Utilize data insights to support informed decision making

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Perform work as a technical/functional expert with minimal direction

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Prepare verbal and written presentations as requested

Other Details:

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Schedule: 8am-5pm

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Location: Hybrid/Chicago

Position Qualifications: ·

An undergraduate degree in Computer Science/Information Technology, Economics, or Finance

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A minimum of 3-7 years of investment management industry and/or information technology experience including aspects of investment operations, finance, and/or data management within a relevant buy-side organization, including family offices, endowments, foundations, hedge funds, asset managers, banks, and consulting firms

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Strong mathematical and analytical skills with respect to software systems and implementation relevant to investments, data, and risk management

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Advanced experience with Excel required. Experience with Microsoft Power Query and PowerBI preferred

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Experience with VBA, SQL, R, Python, or other language(s) preferred as is familiarity with external APIs

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Competence, creativity, and ingenuity with elements that intersect finance and technology

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Strong attention to detail to ensure accurate data and minimize errors, while also having the ability to see the organizational goals and take action to achieve them

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Ability to learn and effectively use various software programs used by the Investment Department

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Ability to function effectively as a team member and work independently as needed

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Thorough professionalism in all technical and non-technical aspects of the position

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Ability to prioritize and meet work deadlines consistently

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