Financial Data Analyst

3 weeks ago

Boston, Massachusetts, United States Natixis Global Asset Management Full time
Job Summary

The position of Financial Data Analyst resides within the Natixis US Distribution Finance Team, reporting to the SVP of Sales Analysis and Commissions. This role offers an outstanding opportunity to develop and combine detailed knowledge of the Natixis business model with in-depth understanding of the organization's sales and asset data, source systems, and reporting tools.

Key Responsibilities

Develop an in-depth understanding of the Natixis US Distribution business model, including affiliated investment managers, product offerings, and primary measures for success within each sales distribution unit.

Act as a subject matter expert on internal reporting systems, including the transaction vendor management system (SFS/MARs), the enterprise data warehouse, and reporting and analysis tools such as Power BI and Business Objects.

Build and handle recurring and ad-hoc reporting for management, affiliate managers, and collaborators across the business, highlighting results by manager, product type, investment strategy, intermediary firm, and financial advisor.

Research, highlight, and present trends as needed. Act as the primary contact and analyst between Finance and team members.

Lead the data transformation, loads, and validation process pertaining to separately handled account and Natixis Models sales and asset files.

Coordinate with Finance and Data Operations to ensure files are loaded accurately and on time during each month-end close cycle.

Act as the Finance team leader pertaining to the RFP process. Lead the RFP Dashboard in Power BI on behalf of Finance and the Investment Product Management Team.

Lead new product setups for the Separately Managed Accounts business. Gain familiarity with the organization's product suite, naming conventions, and reporting dependencies.

Provide analytical support pertaining to Natixis US Distribution wholesaler commission plan development, analysis, and administration, along with analysis of financial data, develop presentations containing US Distribution financials, and provide forecasting support.

Requirements

Bachelor's degree with a concentration in Finance, coupled with a minimum 3-4 years of related experience. Financial services proven experience is preferred.

Proficient in business reporting and analysis, preferably using Business Objects, Microsoft Excel, and Power BI.

Strong communication skills and ability to collaborate across departments.

Detailed-oriented, a high degree of intellectual curiosity, and very strong analytical skills.

Ability to take initiative and tackle problems independently.

Ability to stay productive and prioritize workflow amidst challenging priorities.

About Natixis Global Asset Management

We put the best interests of our clients, employees, communities, and environment first in everything we do. We're dedicated to fostering a culture of collaboration, diversity, and inclusion that supports employee growth. We believe this creates equal opportunities for our employees - and better outcomes for our clients and communities. We offer a robust benefits package designed to integrate life and work and to support our employees.

Benefits include, but are not limited to, comprehensive medical, dental, and vision insurance, paid time off, 401k plan, tuition reimbursement, student loan repayment program, wellness benefits, and volunteer programs.

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