Sustainability Data Analyst
Analyst Job 21 miles from Sudbury
Our client, a specialist real estate consulting firm, is taking an innovative and disruptive approach to structuring property development deals. They are seeking a Sustainability Data Analyst to support data administrative tasks for a large, complex project with a US-based client.
Responsibilities:
Identify and autonomously reach out to global stakeholders to gather essential sustainability data.
Perform thematic analysis of findings, drawing actionable insights before aggregating data.
Assist in the creation and management of an initiative tracking tool for business use.
Handle data-heavy administrative tasks to ensure smooth project operations.
Requirements:
1-2 years of experience in data analysis.
Bachelor's degree in quantitative field
Proven experience with data-heavy administrative tasks.
Strong communication skills with the ability to translate complex data into clear, actionable insights.
Proactive, go-getter, with interest in sustainability
Details:
Start date: ASAP
Location: US-based (remote possible, close to EDT or PDT time zones)
Salary: $60,000 - $80,000 pro-rated Fixed Term Contract
Duration: 6 months
Regulatory Data Analyst with P&C || W2 role
Analyst Job 21 miles from Sudbury
About Us: Perfict Global is a leading IT consulting services provider focused on providing innovative and successful business workforce solutions to Fortune 500 companies. Our trained and experienced professionals constantly strive to bring together the best technologies available to manage client's complex business and technology, participate in implementation activities and collaborate in new ways to meet client needs.
We provide excellent benefits such as Medical, Dental, Vision ++ a fun company to work!!!
Job Summary
The Regulatory Data Analyst position is accountable for the analysis, design support, testing, and implementation of required data changes for all of our company's regulatory and compliance submissions and reports initiated by a regulatory mandate or a discretionary project. This includes premium and loss-related submissions and reports as well as handling of special audits and market conducts. Primary duties include requirements review, estimation, data and analysis, creation of accurate technical specifications, development team support, thorough quality assurance, implementation tracking, and production validation support.
Additional responsibilities include oversight and management of assigned submissions and reports - monitoring, creation, balancing, ensuring timely delivery, and supporting inquiries from internal and/or external recipients.
This position will evolve into a lead role within the group and will require oversight of projects and resources within the team.
Knowledge, Skills and Education Required
• Bachelor's degree in Computer Science (or equivalent experience), with 5-8 years of software development experience
• Experience in querying relational databases
• Experience in data mapping and transformation
• Knowledge of structured analysis
• Experience using a software development life cycle (SDLC) methodology, including project planning and estimating
• Experience with SQL with ability to create SQL queries for analysis and testing as well as assist developers in creating queries
• Effective oral and written communication skills
• Strong organizational skills
• Strong analytical skills and technical skills
• Ability to work with minimal direction
• Ability to lead, direct, and drive efforts of other team members
• Ability to work on multiple, concurrent projects
• Ability to effectively collaborate and build strong relationships with internal and external partners
• Attention to detail and quality
• Team player
• Strong motivational skills
Duties and Responsibilities
Specific responsibilities include:
• Analysis and clarification of business requirements both internal and external
• Provision of work effort estimates to Project Managers
• Development of detailed functional and system specifications using Software Development Life Cycle (SDLC) methodologies and software tools.
• Collaboration with the Development team in all phases of the SDLC
• Development of use cases
• Design support, testing and monitoring of all required changes needed to maintain all compliance-related reporting and discretionary projects
• Creation of data and transformation mapping specifications
• Development of test plans and test cases, and execution of accurate and thorough testing
• Involvement in unit, integration, user and performance testing.
• Management of requirement and testing accountabilities through working closely with business and IT partners
• Support of audits and market conduct exams as needed
Other highly valued skills include:
• Knowledge of the Property and Casualty Insurance industry desired
• Prior experience with statutory and compliance-related reporting a plus
• Proficiency with MS Office suite
• Prior Supervisory experience
• Exposure to DB2 and SQL Server databases
• Exposure to Cloud technologies
• Ability to think outside of the box and a strong desire to improve the status quo
Data / CRM Analyst
Analyst Job 21 miles from Sudbury
Our client, a leading law firm, is looking to hire a Data / CRM Analyst to join their team on a long-term contract basis.
This will be a hybrid role and will sit in Boston 3 days per week.
Generate CRM reports to support business development efforts, including monthly activity reports and working with administrative support managers to improve data quality
Updates and maintains accurate contact data in the firm's CRM system, InterAction
Corrects and updates mailing list contact information
Assists with the management and expansion of mailing lists and the creation of business development reports, as needed
Coordinates various data cleanup tasks which include: ensuring that contacts are associated to companies, standardizing company names, standardizing address data, and ensuring that necessary data fields are populated
Marks event/webinar attendance in InterAction as needed; verifies accuracy of the attendance records and provides reports to Events team as requested
EDUCATION, EXPERIENCE AND SKILLS REQUIRED:
Bachelor's degree with a minimum of 3+ years working in a professional services environment. Preferred experience in legal industry
3+ years of experience working with in CRM, Interaction nice to have
Proficiency with Outlook, Word, PowerPoint, and Excel, including charts and pivot tables
Excellent attention to detail and proofreading skills
Strong organization and project management skills
Excellent verbal and written communication skills, including technical writing
Strong interpersonal skills to work effectively with all levels of personnel, including firm leadership, management, and support staff
Apply today to be considered!
Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.
California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: *****************************************
Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.
Company Profile:
Beacon Hill Technologies, a premier National Information Technology Staffing Group, provides world class technology talent across all industries utilizing a complete suite of staffing services. Beacon Hill Technologies' dedicated team of recruiting and staffing experts consistently delivers quality IT professionals to solve our customers' technical and business needs.
Beacon Hill Technologies covers a broad spectrum of IT positions, including Project Management and Business Analysis, Programming/Development, Database, Infrastructure, Quality Assurance, Production/Support and ERP roles.
Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting *************
Benefits Information:
Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.
We look forward to working with you.
Beacon Hill. Employing the Future™
Lead Promotions Analyst
Analyst Job 7 miles from Sudbury
Join our team of more than 34,000 team members, supporting our members and communities in our Club Support Center, 235+ clubs and eight distribution centers. BJs Wholesale Club offers a collaborative and inclusive environment where all team members can learn, grow and be their authentic selves. Together, were committed to providing outstanding service and convenience to our members, helping them save on the products and services they need for their families and homes.
The Benefits of working at BJs
BJs pays weekly
Eligible for free BJ's Inner Circle and Supplemental membership(s)*
Generous time off programs to support busy lifestyles*
o Vacation, Personal, Holiday, Sick, Bereavement Leave, Jury Duty
Benefit plans for your changing needs*
o Three medical plans**, Health Savings Account (HSA), two dental plans, vision plan, flexible spending
401(k) plan with company match (must be at least 18 years old)
*eligibility requirements vary by position
**medical plans vary by location
The Promotion Analytics Lead Analyst will be responsible for supporting the measurement and development of BJs Promotional strategic priorities as well as supporting promo optimization, large scale events and reporting. This role requires an excellent collaborator, communicator and analyst with hands-on data experience. Reporting to the Director of Promotion Analytics, in this role you will leverage your analytical skills to conduct analysis on large data sets and to derive insights from the analysis. The successful candidate is a problem solver in a fast-moving and highly diverse environment and will be able to handle multiple projects simultaneously while ensuring accuracy and timeliness are not compromised.
If you thrive in an environment of constant intellectual challenge, collaborative problem solving, quantitative analysis, exposure to senior leadership and high-stakes strategic decision making, this opportunity is for you.
Responsibilities and Key Accountabilities:
Build in-depth knowledge of BJs promotional priorities while collaborating with merchandising and marketing in the development of BJs Future of Promo Strategy
Prepare required ongoing reporting to support Future of Promo activity
Conduct quantitative analysis to develop recommendations that optimize BJs promotional funding to maximize ROI
Forecast engagement and overall sales impact of scale promotions.
Execute the measurement of in-market promo tests to derive learnings and improve the effectiveness of BJs promotional activities
Qualifications:
3-5 years of relevant experience in Pricing/Marketing Analytics or Strategic Business Planning. Retail Pricing/Promo experience is a plus
Intermediate Excel skills; must be proficient on formulas, V-lookups, and Pivot Tables
Ability to learn quickly, becoming an expert in previously unfamiliar topics (e. g. business concepts, analytical tools)
Strong strategic, analytical and critical thinking skills; strong bias towards data-based decision making with the ability to break down complex problems and formulate plans.
Collaborative working style: openness to different points of view, empathy and good listening skills to enable collaboration with our internal clients (Merchandising, Marketing, etc.)
Hands on experience with SQL queries a plus
Hands on experience with Tableau a plus
Inquisitive mind: going beyond the immediate task at hand to identify implication, next steps or questioning the assumptions of the work / how we look at things
This is a hybrid role. Tuesday through Thursday are in-office days at BJ's Club Support Center in Marlborough, MA and Monday and Friday are remote days.
In accordance with the Pay Transparency requirements, the following represents a good faith estimate of the compensation range for this position. At BJs Wholesale Club, we carefully consider a wide range of non-discriminatory factors when determining salary. Actual salaries will vary depending on factors including but not limited to location, education, experience, and qualifications. The pay range for this position is starting from $100,500.00.RequiredPreferredJob Industries
Other
Change Analyst
Analyst Job 21 miles from Sudbury
Organizational Change Management Analyst/Readiness Liaison
Duration: Multi Year Renewable Contract
Working Hours: 37.5 Hours per week
Organizational Change Management Analysts/Readiness Liaisons are change management practitioners responsible for preparing agencies for rollout of the Commonwealth's new financial solution. They assess the readiness of agencies to adopt changing business practices and procedures, and provide support to agencies in these efforts. There will be 8-12 Readiness Liaisons working as change management analysts assigned to work with multiple agencies on readiness tasks. The 150 agencies using the new solution will be organized into logical groupings, such as by Secretariat, business entity such as District Attorneys' Offices, or by business function, such as users of federal grants management. Each Readiness Liaison will be responsible for one or more of these groups.
These positions play a critical role in the program as there will be business process changes with the new financial solution. The successful candidate(s) must have a solid understanding of change management principles, processes, methodologies, and tools, as well as strong organizational, analytical, and communication skills. They should also possess the ability to motivate others and build trusted relationships with agency staff.
These positions are part of the Organizational Change Management (OCM) workstream and work under the direction of the Readiness Team Lead who reports to the OCM Lead. The Readiness Lead and Readiness Liaisons are responsible for creating and managing the end-user readiness strategy and plan.
Readiness Liaisons will:
Clearly articulate the vision and rationale of the Program to agency managers and the end-user community, promoting successful understanding and adoption of the new solution and processes across the enterprise. A deep understanding of the new business processes that will be implemented with the new solution and how these differ from current practice must be achieved.
Promote the adoption of new enterprise functionality supported by the new solution, which may replace existing agency applications in areas such as federal grants management or vendor management. Provide guidance to agencies migrating to the new solution, assisting them in understanding policy and procedure changes related to improved business processes, and emphasizing the importance of adopting and adhering to these new practices.
Work with agencies to assess their readiness for go-live by maintaining a checklist of tasks that must be completed, such as user training, security provisioning, successful trial access to the new solution, and the ability to meet system requirements for desktops or other setups needed to use the solution successfully and optimally.
Maintain a list of technical tasks that must be completed by each agency for go-live, including items such as interfaces to and from the new solution, data warehouse queries or extracts, and reports that the agency will need to run from the online system.
Partner with Technical workstream to outline a repeatable process to identify security role(s) for agency end-users to ensure they are provisioned prior to go-live of the new solution.
Communicate clearly and concisely with diverse audiences, both orally and in written form. Be comfortable giving and receiving feedback. Ensure that communication materials are disseminated to agencies in a timely manner.
Specific Duties
Experience working with organizations of size similar to the Commonwealth to assess impacts, identify changes needed, and implement an action plan to move from current 'as-is' process to new 'to-be' process.
Experience evaluating the impact of the changes on each agency by collaborating with functional teams, System Integrator (SI), and product vendors to gain a comprehensive understanding of the new or changing business processes.
Participate in the development of a readiness engagement plan that details the tasks necessary to assure successful preparation of agencies and end-users to adopt the new solution; plan includes schedule of engaging with agencies, identify resources and barriers or areas of support.
Assist in identifying a team of agency champions who will work with the Readiness Team to prepare their organizations for change. This includes providing support in security provisioning steps and other necessary tasks.
Create and administer organizational change assessments to gauge agency impacts and readiness. Utilize the assessment results to inform updates for the project plan and rollout and deployment strategy. Responsible for facilitating change network meetings, including educational sessions with agency stakeholders and system end-users to prepare their transition from existing processes to the new enterprise-wide business processes and financial solution. Track attendance and engagement during these sessions and provide coaching to champions as needed on change management topics.
Apply a structured approach to complete change readiness interviews. These interviews will help assess the readiness of individuals and teams for the upcoming changes.
Create agency-specific readiness plans that include various aspects such as communications dissemination, organizational and operational readiness, technical readiness, and user security provisioning and training.
Provide regular, timely status reports regarding current challenges, foreseeable problems, anticipated issues, or potential risks and offer alternatives, possible solutions, or mitigation plans.
Develop and maintain effective relationships with program team members, agency employees, and stakeholders.
Partner with Technical Workstream to manage and update a list of technical and operational readiness related tasks that agencies must complete prior to go-live including such items as interfaces to and from the new solution, data warehouse queries or extracts, and reports that the agency will need to run from the online system.
Work with agency champions to provide post-implementation support, identify issues, and mitigate risks.
Required Skills
Experience with transformational change initiatives and how to prepare people for technology change.
Capable of building trusted relationships with front-line leaders and employees at all levels.
Good business acumen and understanding of organizational issues and challenges.
Ability to influence others and move toward a common vision or goal.
Experience working with clients to assess impacts and identify changes needed to move from current "as-is” process to new "to-be” process.
Excellent business interview skills with the ability to actively listen, analyze, and synthesize information.
Well-developed presentation, communication (oral and written), and interpersonal skills.
Must be a team player and able to work collaboratively with and through others.
Exceptional ability to excel in a fast-paced environment, consistently meeting deadlines while effectively resolving conflicts. Demonstrated experience in using computer-based tools including Visio, MSWord, Excel, PowerPoint, and Outlook.
Experience using Visio to create as-is process maps based on outputs from interviews or working sessions and overlay as-is process on new to-be process.
Extensive travel to different state agencies, within the Commonwealth, may be required.
The successful candidate will be an individual who has an energetic, can-do approach to work, who tracks and follows up on tasks independently, who seeks out additional work, and who recommends ways to improve upon current activities.
Preferred Skills
Basic understanding of financial business process functions particularly in large public sector organizations. Some functions include:
Chart of Accounts
GAAP reporting
Federal Grants Management
Project Management
Asset and Inventory Tracking and Management
Procurement and Contracting
Billing and Accounts Receivable
Data Reporting and Analytics
Minimum Entrance Requirements
Bachelor's degree in related field with 3 - 5 years' experience with change management coordination in a large organization.
Data & AnalySr Data Engineer (Life and Annuity)tics Consulting Manager
Analyst Job 21 miles from Sudbury
Data & Analytics Consulting Manager (Life and Annuity)
Company: NTT DATA Services
Create and maintain optimal data pipeline architecture.
Assemble large, complex data sets that meet functional/non-functional business requirements.
Identify, design, and implement system internal process improvements: automating manual processes, optimizing data delivery, re-designing infrastructure for greater scalability, etc.
Work with stakeholders including the Executive, Product, Data and Design teams to assist with data-related technical issues and support their data infrastructure needs.
Keep client data separated and secure across national boundaries through multiple data centers and AWS regions.
Create data tools for analytics and data scientist team members that assist them in building and optimizing our product into an innovative industry leader.
Work with data and analytics experts to strive for greater functionality in our data systems.
Minimum Skills Required:
Strong background in AWS cloud services like lambda, glue, s3, emr, sns, sqs, cloudwatch, redshift.
Expertise in SQL and experience with relational databases like Oracle, MySQL, PostgreSQL.
Proficient in Python programming for data engineering tasks and automations.
Experience with shell scripting in Linux/Unix environments.
Experience with Big Data, Hadoop, Spark.
Nice to have - knowledge in Machine Learning models, regression, validation.
This position is 100% onsite.
About NTT DATA
NTT DATA is a $30 billion trusted global innovator of business and technology services. We serve 75% of the Fortune Global 100 and are committed to helping clients innovate, optimize and transform for long term success. As a Global Top Employer, we have diverse experts in more than 50 countries and a robust partner ecosystem of established and start-up companies. Our services include business and technology consulting, data and artificial intelligence, industry solutions, as well as the development, implementation and management of applications, infrastructure and connectivity. We are one of the leading providers of digital and AI infrastructure in the world. NTT DATA is a part of NTT Group, which invests over $3.6 billion each year in R&D to help organizations and society move confidently and sustainably into the digital future. Visit us at us.nttdata.com.
NTT DATA is an equal opportunity employer and considers all applicants without regard to race, color, religion, citizenship, national origin, ancestry, age, sex, sexual orientation, gender identity, genetic information, physical or mental disability, veteran or marital status, or any other characteristic protected by law. We are committed to creating a diverse and inclusive environment for all employees. If you need assistance or an accommodation due to a disability, please inform your recruiter so that we may connect you with the appropriate team.
Nearest Major Market: Boston
Job Segment: Consulting, Database, Linux, Oracle, SQL, Technology
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Power Fundamental Analyst
Analyst Job 21 miles from Sudbury
Boston Energy Trading and Marketing (BETM) is a wholly-owned subsidiary of Mitsubishi Corporation, a global integrated business enterprise that develops and operates businesses across virtually every industry. Mitsubishi's current activities have expanded far beyond its traditional trading operations to include investments and business management in industrial goods, retail, new energy, infrastructure, finance and new technology-related businesses.
Boston Energy Trading and Marketing provides asset management & optimization services to owners of generation and energy storage in North America, and wholesale energy to retail power & gas suppliers. Our proprietary traders cover competitive power markets including New England, Midwest and Western markets. BETM has been optimizing our customers' generation assets for over 15 years. Our current organization has its roots in Citizens Power, dating back to 1989 when Citizens obtained the first FERC power marketing license and market-based-rate authorization. Mitsubishi's Diamond Generating acquired BETM from NRG Energy in August 2018, and prior to 2014 BETM was known as Edison Mission Marketing and Trading. Mitsubishi's provides BETM with investment-grade credit support for BETM's commercial activities.
Role Summary:
Boston Energy Trading and Marketing ("BETM") is looking for a Power Fundamental Analyst to join its Analytics team in support of power market intelligence, data analysis, and forecasting efforts for the energy trading and generation services business areas. The successful candidate will possess strong analytical capabilities with a demonstrated ability to identify and quantify market trends and dynamics. The candidate must be adept at working independently as well as have strong collaborative capabilities across the Analytics, Trading, Asset Management, and Structured Products teams. This position will report to the head of the Energy Trading and Analytics team and will be located in our Boston, MA office.
Reports to: SVP, Energy Trading and Analytics
Location: Boston, MA
Responsibilities:
We expect to develop the successful candidate via a series of supervised projects to the point that the individual is prepared to support the following responsibilities:
Develop and maintain regional power balances by aggregating historical data from EIA and other government agencies, third-party vendors, and industry announcements on generation, load, inter-regional transfers and creating forecasts for all North American RTO power markets (PJM, CAISO, NYISO, MISO, SPP, ISO-NE, ERCOT)
Identify and quantify major trends in power markets including changes in renewables (solar, wind), dispatchable fossil generation, utility and behind-the-meter (BtM) Battery Energy Storage Systems (BESS) additions, and load growth associated with data centers and other emerging demand centers
Maintain an up-to-date information on major components of power systems including generation additions and retirements, major transmission development, and hyperscale load additions
Perform scenario analysis to assess the impact of changing market conditions on regional power balances and market pricing
Provide analytical support to all BETM commercial groups (Trading, Structured Products, and Asset Management)
Develop regular market intelligence reports and presentations for internal stakeholders
Assist in the evaluation of market opportunities and risks for trading and asset management strategies
Work closely with quantitative analysts, traders and originators to incorporate fundamental insights into trading and valuation models
Qualifications:
Bachelor's degree in Economics, Engineering, Mathematics, Computer Science, or equivalent quantitative study is required. A graduate degree is desirable
Experience with data analysis tools, proficiency in Python, SQL, and related data science libraries (Pandas, NumPy, SciPi) is desirable
Experience with power market fundamentals, including supply and demand dynamics, transmission constraints, and wholesale market operations is preferred
Knowledge of North American electricity markets, regulatory frameworks, and market design is highly desirable
Ability to work with large datasets and various data sources to extract data
Understanding of statistical analysis and forecasting methodologies
The successful candidate will demonstrate attention to detail, diligence, curiosity, confidence, and creativity, and possess strong organizational, interpersonal, and communication skills
Ability to assist the team in establishing plans to achieve goals in the presence of ambiguity, and the ability to plan/manage multiple priorities while remaining committed to deadlines in a demanding environment
Works well in an open office environment
1-3 years of experience in power market analysis, utility planning, or related field is preferred
Level, Title and/or Salary may be adjusted based on the applicant's experience or skills.
Entry Level Analyst
Analyst Job 21 miles from Sudbury
Our Client a well known Investment Bank is seeking a Entry Level Analyst in their Boston, Massachusetts location!
Responsibilities
Analyze current and past financial data and performance to make recommendations on profit enhancement
Consistently analyze financial information based on both routine and ad-hoc reports
Interpret financial data to recognize changing trends, patterns, and their meaning related to key performance indicators
Communicate financial insights suggesting business issues to management
Qualifications
Bachelor's degree in Accounting, Economics, or Finance or equivalent experience
0 - 3 years' financial analysis and modeling experience
Advanced knowledge of Excel
Project Analyst
Analyst Job 21 miles from Sudbury
Our Story
Pointr is the market leader in Indoor Mapping, Location and Analytics and the inventor of AI-based map production. Its innovative (20+ patents) Pointr Maps™ platform is used by millions of users across offices, retail locations, airports, hospitals, and more every month.
As the top choice of Fortune 100 customers and billions of sqft. deployed globally (30+ countries), Pointr is always on the lookout for great team members to support its fast growth. Our core values are Ownership, Harmony, and Scale, and we look for Passionate, Kind, and No-Ego team members to join the team.
Role Overview
Technical Project Managers (TPMs) are the engine that drives our clients' success. Project Analysts are their right hands.
At Pointr, we are seeking a detail-oriented and analytical Project Analyst to join our team and support our Technical Project Managers in delivering best in class solutions. The ideal candidate will assist TPMs in tracking project progress, analyzing data, and supporting project management initiatives. This role will be responsible for ensuring project milestones are met, generating insightful reports, and optimizing workflows through data-driven decision-making. To that end, they are comfortable operating in a flat, fast-paced organization and are energized by leveraging cutting-edge technology to create the future of indoor experiences.
Success in this role requires a blend of tactical execution, data fluency, and crisp communication. You will support multiple complex deployments and play a key role in helping our TPMs deliver successful outcomes to our global clients.
Core Responsibilities
Utilize Jira to manage project tasks, workflows, and issue tracking across multiple deployments.
Develop dashboards and reports in Power BI, Monday.com, and/or Jira to provide project insights and performance metrics.
Analyze project data to identify trends, bottlenecks, and areas for improvement.
Collaborate with project managers and stakeholders to track project milestones and deliverables.
Assist in the creation and maintenance of project documentation, status reports, and presentations.
Implement best practices in data visualization to enhance project tracking and reporting.
Provide recommendations for improving project efficiency based on data insights.
Support risk analysis and mitigation planning.
Conduct regular audits of project data to ensure accuracy and consistency.
Facilitate communication between teams by providing timely updates and insights.
Your First 30 Days
Week 1 | Go through our onboarding program for Project Management, learn about our templates, process, and product. Meet key team members.
Week 2 | Get paired up with a TPM. Shadow meetings, take and post internal and external meeting notes, research outstanding Jira tickets, and report on delayed cards. Put various PM templates to use, such as kick-off decks and status updates.
Week 3 | Create timelines and cost trackers, assist with documentation needs for complex deployments, and create Jira tickets for any outstanding issues.
Week 4 | Own creation, tracking, and status reporting of outstanding issues on several projects. Own meeting notes and status updates.
Continued Level of Work
Be of value to your assigned TPM, assisting them in managing timelines, documentation requirements, and status updates across multiple complex projects. Continue to learn the product and processes, owning your items, but also inserting yourself where you know you can be of assistance in moving the project along. Independently manage your own tasks and workload while providing frequent communication to the internal team.
Minimum Qualifications
1+ years of project management or consultancy experience on a technical team or in a software company
A self-starter by nature with an understanding of agile software development processes and a strong interest in learning about indoor location technology
Like us, you're a high performer with an exceptional record of getting things done in a fast-paced, analytical environment
Strong interpersonal skills, with the ability to solve problems and foster relationships
Process-oriented with an eye for detail and improvements
Ability to communicate in English fluently and idiomatically
Must be proficient in Jira and Power BI, admin level preferred
Monday.com and Slack proficiency is nice to have
Preferred Qualifications
BS or MS degree in a relevant technology or management field (Computer Science is a plus)
Experience with project management tools (Jira, Smartsheet, Google Suite, MS Office, MS Project)
Certified Associate in Project Management (CAPM) / Certified ScrumMaster (CSM) certifications preferred
What We Offer?
Supportive, kind (no-ego), and smart team
Hybrid work in Boston (2 days being in the office is required)
International environment and inclusive culture
Competitive base salary and attractive stock options
Cool and comfortable office in Boston (Back Bay) or access to WeWork in other locations
Private health care (75%) and Dental
Company-sponsored parental leave
18 days PTO, plus sick time + 12 holidays per year
401(k) retirement scheme
Compensation: Base $65k to $85k (based on experience) + Stock and Bonus Options eligible
HRIS Analyst
Analyst Job 39 miles from Sudbury
Are you a detail-driven professional with a passion for HR systems and process optimization? A respected organization in the Rhode Island area is looking for an HRIS Analyst to play a key role in supporting and advancing ERP and HR technology initiatives. This position offers the opportunity to make a meaningful impact through data analysis, system enhancements, and policy development within a structured HR environment.
Please note: This is a fully on-site position with no remote or hybrid flexibility. Only candidates located in the RI/MA area will be considered.
Company & Position Highlights:
Contribute to impactful HR technology initiatives alongside a knowledgeable and collaborative team
Gain hands-on experience with ERP and HRIS systems in a structured, process-driven environment
Play a critical role in driving efficiencies and shaping HR policy through data and systems analysis
Competitive Wage: $60,000 - $80,000 per year, depending on experience.
Key Responsibilities of the HRIS Analyst:
Support the implementation, maintenance, and improvement of ERP and HRIS platforms to meet organizational needs
Participate in project meetings, track tasks, and ensure follow-through on system-related initiatives
Conduct in-depth analysis to identify workflow optimizations and enhance system functionality
Create clear and effective presentations, documentation, and training materials for system users
Develop and refine HRIS policies, procedures, and internal best practices
Draft detailed memos, reports, and policy updates while performing HR data analytics
Troubleshoot system-related issues, propose solutions, and lead remediation efforts
Qualifications of the HRIS Analyst:
Minimum of 5 years of experience in HRIS support, project coordination, and data analysis
Strong background with ERP systems-Workday experience preferred
Full-time availability required (minimum of 40 hours per week)
Background in HR or human resources management is a plus
Strong analytical, communication, and organizational skills
Previous experience supporting HR systems within government or public sector settings is advantageous
If you're looking for a role where your expertise in HR systems can truly make an impact, we encourage you to apply!
Submit your resume today for immediate consideration!
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Please Note:
City Personnel offers extended interview hours from 7 am-7 pm upon request
City Personnel, Inc. is your trusted local recruitment partner based in Providence, RI. For nearly 20 years, we've been connecting top talent with leading companies right here in Rhode Island and Southern Massachusetts. Our deep understanding of the local job market allows us to offer personalized support and outstanding opportunities. Whether you're seeking temporary, temporary-to-permanent, or permanent positions, we're here to help. Contact us today at (401) 331-2311 to find your perfect job match!
City Personnel is an Equal Opportunity Employer. We do not discriminate against applicants due to race, national origin, religion, marital status, military status, disability, gender, gender identity, sexual orientation, or other protected characteristics. If you need special accommodation for the application process, please contact us at admin@citypersonnel.net.
Operations Analyst
Analyst Job 21 miles from Sudbury
Harrison Gray Search has partnered with one of the oldest, most reputable investment advisors in the country as they add an Operations Analyst to their growing team in Boston.
We are seeking an Operations Analyst to join a dynamic wealth management organization. This role is instrumental in driving process improvements related to financial transactions, while providing coverage and support to team members to ensure the Operations Department runs efficiently. The ideal candidate will have strong communication skills and working knowledge of Excel, and will interact regularly with financial professionals, internal associates, and personnel from an external clearing partner.
Role Overview
The Operations Analyst serves as a key liaison between internal teams and the firm's third-party clearing partner, managing workflows, troubleshooting escalations, and ensuring resolution of operational issues. This individual will also contribute to department-wide enhancements by analyzing processes and system data to identify and implement improvements.
Ideal candidates will be detail-oriented, dependable, and capable of building cross-functional relationships. This role offers a wide scope of responsibilities and supports multiple business units, reflecting the firm's core values of integrity, initiative, teamwork, and clear communication.
This full-time, hybrid role reports to the Director of Operations. This role is hybrid (3 days in-office) and standard working hours are Monday through Friday, 8:30 AM to 5:00 PM EST.
Key Responsibilities
Collaborate with financial professionals and client service teams to review and refine workflows
Streamline critical operational processes to enhance team efficiency
Assist in onboarding and training new team members
Accurately open and fund new client accounts in internal systems
Process a variety of financial transactions, including ACHs, wires, check requests, and trade corrections
Handle transfers (ACATS), stock receipts, tax-related transactions, and other securities processing tasks
Approve journal entries and on-demand requests for a range of account types
Support compliance with reporting and audits by gathering necessary data
Maintain and manage system access for users
Investigate and resolve escalated service inquiries and exception requests
Monitor program billing and fee exclusions in coordination with finance teams
Serve as a secondary point of contact for the external clearing relationship
Stay current on internal policies, regulatory requirements, and participate in training initiatives
Contribute to special projects and cross-functional initiatives as needed
Success Metrics
Building strong, trusted relationships with internal stakeholders and custodians
Ensuring timely and accurate completion of operational tasks
Meeting annual performance objectives as outlined by management
Minimum Qualifications
2-5 years of experience in financial services operations, preferably within a broker-dealer environment
Bachelor's degree in Business, Finance, or a related field
Active SIE and Series 7 licenses
Proficiency in Microsoft Office and Google Workspace
Strong problem-solving skills with a detail-oriented mindset
Ability to work independently and collaboratively in a small team environment
Must be able to sit for extended periods and lift up to 30 pounds
Preferred Qualifications
Experience with RBC clearing systems
Familiarity with financial planning software and digital workflow tools (e.g., DocuSign, DocuPace)
Series 24 license or willingness to obtain within one year
Operations Analyst
Analyst Job 21 miles from Sudbury
The Operations Specialist ensures all trade entries into the accounting system are accurate and timely. This individual is responsible for performing specialized operations related to routine securities processing activities in support of the firm's business lines. As Specialist, s/he deals with issues as they relate to his/her area of focus. These activities include: executing controls, assisting others, accounting for trade activity, resolving trade problems, ensuring accurate and timely cash management, client contact (internal and external) along with 529 administration.
This is a HYBRID contract role with potential extensions!
Skills:
BA/BS degree or equivalent work experience.
Demonstrated PC skills.
Ability to identify, escalate and resolve a problem.
Ability to communicate professionally both verbally and written.
Ability to manage time efficiently and effectively.
Organizational skills and detail-oriented.
Ability to multi-task.
Ability to work in a team environment.
Trading Operations Analyst
Analyst Job 21 miles from Sudbury
About Us:
RTK Tickets is a dynamic and rapidly growing operation within the ticketing industry. From buzzer-beaters and sold-out stadiums to front-row concerts and everything in between, we specialize in providing a comprehensive solution for buying and selling tickets to various live events.
We are a dynamic, rapidly growing brokerage that's redefining how tickets are bought, sold, and optimized across the live entertainment space. What began as a two-person idea has grown into a 15-person operation built on passion, precision, and performance.
We are currently looking for a sharp and motivated Operations Analyst to help us continue to take things to the next level. If you're excited by fast-moving markets, real-time decisions, and being at the heartbeat of live entertainment- you could be a great match for our team.
What you'll do:
As an Operations Analyst, you'll be instrumental in driving the success of our day-to-day ticket trading operation. You'll be balancing inventory, analyzing market trends, managing relationships, and making decisions that directly affect our bottom line.
Responsibilities:
Ticket Inventory Management: Track, update, and optimize ticket inventory across platforms to ensure listings are accurate, timely, and competitive.
Risk Management: Make real-time trading decisions based on shifting demand, pricing trends, and event dynamics to manage risk and maximize profit.
Quality Control: Implement and maintain quality control procedures to ensure accurate ticket listings and delivery.
Process Optimization: Continuously evaluate and improve operational processes to enhance efficiency and reduce costs.
Reporting: Generate and analyze reports to track performance and turn raw data into actionable insights- for internal use and team strategy.
Vendor Relations: Maintain and strengthen relationships with key ticket suppliers, partners, and marketplaces.
Non Negotiable Skills:
Flexible availability, including nights/weekends (the event world never sleeps!)
Previous knowledge and understanding of Financial Markets and market dynamics such as pricing, supply/demand, timing, etc.
Experience using Microsoft Excel (or similar spreadsheet management tool)
Previous Operations, Trading, or Customer Success Experience
A penchant for self directed work
Preferred Skills:
Prior experience in ticketing or live entertainment marketplaces
Exposure to Programming Language (Python, R, SQL)
Experience in a small-team environment
Familiarity with trading, inventory management, or dynamic pricing models
Interest in sports and concerts is a plus
Why RTK?
This isn't your typical desk job. At RTK, you'll be part of a tight-knit team that moves fast, plays smart, and celebrates hard. You'll have direct access to leadership, a voice in operational strategy, and an opportunity to see the results of your work in real time.
Compensation & Benefits:
Competitive salary and performance-based bonuses
Health and Dental Insurance
401(k) retirement plan with company matching
Tickets to select live events
High-energy office in Boston's vibrant Seaport District
Location:
Seaport District, Boston MA. (
Applicants must be located in or willing to relocate to Greater Boston Area
)
Job Type:
Full time, on-site
Revenue Operations Analyst III
Analyst Job 33 miles from Sudbury
CAMP Systems is the leading provider of aircraft compliance and health management services to the global business aviation industry. CAMP is the pre-eminent brand in its industry and is the exclusive recommended service provider for nearly all business aircraft manufacturers in the world. Our services are delivered through a “SaaS plus” model and we support over 20,000 aircraft on our maintenance tracking platform and over 31,000 engines on our engine health monitoring platform. Additionally, CAMP provides shop floor management ERP systems to over 1,300 aircraft maintenance facilities and parts suppliers around the world. CAMP has grown from a single location company in 2001, to over 1,600 employees in 13 locations around the world.
CAMP's relationships with business aircraft manufacturers, aircraft maintenance facilities, and parts suppliers place it in a unique position to understand how current offline information flows in the business aviation industry to introduce friction to the global market for business aviation parts and services. CAMP is building a digital business that will streamline the exchange of parts and services and create substantial value for both CAMP and the aviation industry at large.
CAMP is an exciting company to work for, not only because of its future growth prospects, but also because of its culture. Smart, motivated people, who want to take initiative, are given the opportunity and freedom to make things happen. CAMP is part of the Hearst Transportation Division. We are located in Merrimack, NH - an hour from Boston, and a half hour from the Massachusetts tech corridor.
Job Summary
The Revenue Operations Analyst is a strategic role focused on optimizing processes and systems to boost revenue generation. This position supports Sales, Marketing, and Operations by helping to develop, implement, and analyze both current and new opportunities for revenue generation.
Responsibilities
Collaborate with Operations leadership to drive process alignment and enhance efficiency.
Own and optimize revenue processes across the customer lifecycle to improve scalability and address workflow bottlenecks in Sales and Marketing.
Ensure data integrity by defining and enforcing standards for data management and improving Rules of Engagement (RoE) across systems.
Produce and maintain comprehensive reports for performance evaluation.
Analyze data to identify opportunities for improvement.
Provide regular and ad-hoc insights to key stakeholders for informed decision-making.
Collaborate with leaders to identify areas for individual and team enhancement.
Develop and implement strategies to boost team effectiveness.
Generate detailed reports on pipelines, forecasts, and productivity.
Requirements
Bachelors Degree in Business, Finance, or a related field of study.
3-5 years previous Revenue Operations experience.
Manage tasks with a high level of autonomy and tackle complex issues effectively.
Communicate findings clearly to executives and customers.
Ensure adherence to revenue operations best practices.
Proven ability to handle complex issues and provide strategic insights.
Advanced analytical skills with expertise in data analysis and reporting.
Must be proficient with analytical tools and software.
Exceptional communication skills.
In-depth knowledge of revenue operations practices with the ability to spot trends and provide recommendations on actionable insights.
CAMP is committed to creating a diverse environment and is proud to be an affirmative action and equal opportunity employer. We understand the value of diversity and its impact on a high-performance culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information.
CAMP is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, please contact ******************.
All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, sexual orientation, gender identity, disability or veteran status EOE.
Calypso Analyst
Analyst Job 21 miles from Sudbury
Job: Calypso Analyst
Interview: 60-minute interview.
Top Skills: **Must have 3+ years of Calypso experience
MUST HAVE:
Calypso experience, will take 3-10 years to make senior candidate work as well, but must be hands on. Experience with Calypso Configuration.
Derivative Trade Processing and Collateral Management domain expertise from a business and/or technology.
Experience with Calypso Product
Deep understanding on derivative products like money market, credit derivatives, futures, options, centrally clearing products
The Expertise & Skills You Bring
6+ years of proven business or systems analysis experience (within financial services industry preferred)
Derivative Trade Processing and Collateral Management domain expertise from a business and/or technology
Experience with Calypso Configuration & CATT tool
Experience in defining clear and concise requirements for and providing support for Financial applications
Experience with JIRA, Postman, Excel, SQL, and Microservices based applications preferred
Ability to understand the technology and software architecture of an application
Strong analysis skills, with a proven track record of delivery of sophisticated technology projects
IT Sourcing Analyst #31970
Analyst Job 21 miles from Sudbury
Salary Range: $60K-$75K | Non-exempt | Bonus Eligible
Schedule: Full-time | Monday - Friday, 9-5 | 1 day/week in the office
About the Role:
Our client is seeking a highly analytical IT Sourcing Analyst to join their innovative and fast-growing commercial advisory team. This is a fantastic opportunity for an early-career professional with a background in consulting, research, or technology advisory. If you enjoy working with data, building models, and supporting strategic negotiations with top-tier IT vendors, this role is for you.
The ideal candidate is a detail-oriented individual with strong communication skills, Excel expertise, and an interest in helping enterprise clients make informed decisions around IT sourcing and vendor relationships.
Key Responsibilities:
Lead and analyze IT vendor pricing, proposals, and contract terms
Conduct market intelligence research and maintain vendor benchmarks
Build total cost of ownership (TCO) comparisons and financial models
Assist in creating high-impact client deliverables and sourcing tools
Support internal knowledge bases and delivery frameworks
Contribute to proposal writing and RFP responses for prospective clients
Collaborate on blog writing, podcast topics, and webinars for marketing
Required Qualifications:
Bachelor's degree
2-3 years of experience in consulting, research, or sourcing-related role
Experience in IT Sourcing or infrastructure procurement preferred
Advanced proficiency in Microsoft Excel, PowerPoint, Word, and Outlook
Strong analytical skills with experience in data comparison and modeling
Excellent written and verbal communication skills
Highly motivated, organized, and able to multitask in a team environment
Why Apply?
In this role at a respected advisory firm that partners with Fortune 500 clients on critical IT initiatives, you'll join a collaborative, inclusive, and award-winning culture recognized as one of the Best and Brightest Companies to Work For. If you're passionate about problem-solving, vendor negotiation, and making data-driven decisions, we'd love to hear from you!
Founded in 1969, JOHNLEONARD, a woman-owned business, is the premier staffing choice in Boston and beyond. We provide Temporary/Contract, Direct Hire, Temp-to-Hire, and Payroll services as part of our comprehensive service offerings. JOHNLEONARD is an equal opportunity employer committed to representation, belonging, and accessibility in the workplace. All applicants are encouraged to apply and will receive consideration for employment without regard to race, religion, color, national origin, age, sex, sexual orientation, disability status, or any other characteristic protected by applicable law.
Systems Analyst
Analyst Job 21 miles from Sudbury
Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments! We are currently sourcing for a Systems Analyst to work in Fidelity's Asset Management Technology in Boston, MA. SAI Technology is looking for a Senior Systems Analyst to join our Workplace Managed Accounts Portfolio Construction team. The role involves facilitating requirement sessions with business partners, articulating business requirements and working within the technology organization to deliver new features/functionality. As a member of the systems analyst/product owner team you will contribute to the delivery of new features/functionality that supports the growing Managed Accounts business. You will work closely with other analysts, product managers, engineers, and architects to define the right solution.
The Expertise You Have
Own the requirements gathering of new features and/or improvements for our portfolio construction platform.
Collaborate with the technology and business teams to deliver high quality solutions for business problems.
Bring curiosity and a questioning mind-set to work, asking always about the “why” and the “value” of new features/improvements to the platform.
Contribute to improving systems analysis/product owner practices across a distributed team.
Mentoring junior systems analysts when opportunities arise
Collaborating and actively engaging with all team members
The Skills You Bring
Bachelor's degree (or above) in either Computer Science, Management Information Systems, Business Information Systems, Mathematics or Finance related field
Experience as systems analyst, delivering software using agile development practices
Strong analysis skills, with a proven track record of delivery of sophisticated technology projects
Good interpersonal, relationship management and facilitation skills. You are a strong contributor with a collaborative work style
Ability to establish and maintain positive relationships with business partners and technology
Ability to have trade off conversations with business partners
Excellent written and verbal communication skills with business and technical team members across the organization
Experience in defining clear and concise requirements for and providing support for portfolio management, trading and/or research applications
Experience with Oracle/SQL and other languages desirable (e.g. Java, R). Willingness to read/analyze code for analysis purposes
Ability to understand the technology and software architecture of an application
Experience with coordinating and running User Acceptance Testing (UAT) sessions, along with developing and managing content to support end-user training.
Experience in financial services industry is vital. Managed Accounts/Wealth Management expertise from a business and/or technology perspective is a plus
Company Overview
Fidelity TalentSource is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We welcome individuals from all backgrounds, including technology and customer service, to fill assignments across Fidelity's U.S.-based regional and investor center locations. If you would like to experience Fidelity's supportive and collaborative culture while expanding your skill set and developing your professional network, consider a role with Fidelity TalentSource. Apply today at FTSJobs.com.
We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, please contact our HR team at ***************.
Information about Fidelity Investments
At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. For information about working at Fidelity, visit FidelityCareers.com.
Fidelity Investments and Fidelity TalentSource are equal opportunity employers.
Contract Analyst
Analyst Job 43 miles from Sudbury
Senior Business Analyst(Procurement and Contract Management)
Duration: 12 months+ ( 35 Hrs/Week)
JOB DESCRIPTION:
Overview
This position is an integrated part of IT team that implements new vendor applications, provides support for existing applications, and performs the administrative tasks needed to ensure the applications are secure, current, and available. The primary roles of this position are (1) Business and Application Analyst and (2) Project and Vendor Coordination. The candidate must be flexible and be capable of easily adapting to changing priorities.
Business and Application Analyst
Work with Client, and vendors to gather requirements, research options, document, analyze, organize, visualize, troubleshoot, and provide daily support for financial/clinical/case management applications and processes.
Project and Vendor Coordination
Provide project and vendor coordination between Client and vendors. Serve as the primary technical liaison for small-to-medium size projects and requests for implementations/enhancements/migrations of vendor Commercial-off-the-Shelf and Software-as-a-Service applications, databases, interfaces, websites, and equipment. Facilitate project meetings, agendas, minutes, communicate with stakeholders, and track internal and vendor deliverables.
Procurement and Contract Management
Assist with IT vendor procurements and contracts. Monitor and process documents and tasks related to procurements, contracts, and invoices. Serve as a liaison between the BHDDH staff, ETTS staff, and vendors.
Compliance
Assist with analysis and maintenance of administrative and technical controls for safeguarding data.
Perform periodic reviews to ensure the appropriate level of access to sensitive information. Assist with compliance documentation, analysis, and mitigation.
Desired Soft Skills
Positive and professional attitude, enthusiastic, creative, quality driven, customer service oriented, strong collaboration/organization/communication skills, adaptable, problem solver, and quick learner.
Technologies
Experience with Microsoft Excel, Word, PowerPoint, Visio, and SharePoint. Awareness of database and application permissions. SharePoint experience preferred. Experience supporting clinical applications preferred.
Financial Analyst
Analyst Job 21 miles from Sudbury
They must have the following skills:
Workday Adaptive planning experience
Workday FMS experience is a must
Duties and Responsibilities
Completes various models including cost models to predict pricing and profitability of new business and existing operations
Supports management in achieving business objectives and development of executive communications and presentations as required.
Supports Senior Management Team and Departments heads with in-depth financial and strategic analysis.
Analyzes current and historical financial trends/impact in all areas of revenue, expenses, capital expenditures and potential tactical acquisitions.
Provides clear, thorough, and consistent analysis on market trends, program performance, competitive context, market opportunities, and potential risks.
Monitors & develops key performance indicators including internal IRR calculations, Net Present Value (NPV), yield and margin analysis.
Partners with department heads in reviewing and delivering monthly financial results in line with their agreed budgets, identifying areas needing corrective action and providing recommendations for action and other cost savings initiatives
Contributes in the development of the annual financial plan and quarterly forecasting process including template development, input and presentation/recommendations to the Executive team
Improves performance by evaluating processes to drive efficiencies and understand ROI.
Develops financial models and analyses to support strategic initiatives
Required Skills
Strong analytical skills, including the ability to analyze and organize data.
Ability to develop complex reports.
Ability to form and develop relationships with a wide variety of functional roles and organizational levels.
Detailed and process improvement oriented.
Ability to work well in an evolving environment. Excellent written and verbal communication skills, including ability to compose and present reports, findings and presentations
Ability to manage multiple priorities and ensuring timely delivery to senior management
Hands-on experience maintaining and developing Adaptive Insights.
Strong experience with Microsoft Excel, PowerPoint and Word
Knowledge of planning and forecasting through spreadsheet modeling
Qualifications
Bachelor's degree in accounting or finance preferred
3+ years financial analysis or accounting experience
#43979
Associate Financial Analyst
Analyst Job 21 miles from Sudbury
Associate Analyst - Portfolio Construction
Our client, a leading investment firm committed to delivering innovative and cost-effective active management solutions across a range of asset classes and vehicles, is seeking a talented
Associate Analyst
to join its Product & Portfolio Construction team. Reporting to the Head of Product Strategy, this role supports both the Product and Portfolio Construction functions within a dynamic, collaborative investment organization.
The firm has built a reputation as one of the industry's most respected manager-of-managers by exclusively partnering with top-tier global asset managers. Their rapidly growing presence in the Active ETF space is fueled by a mission-driven culture that prioritizes shareholders and long-term investment outcomes.
Key Responsibilities
Lead the development and maintenance of a robust investment reporting library used by internal investment and distribution teams as well as external stakeholders.
Design and execute repeatable analyses in support of product development, management, and strategic initiatives.
Conduct portfolio construction analyses and competitive intelligence to support distribution activities.
Create, enhance, and manage reporting tools to display mutual fund and ETF performance insights.
Leverage industry-leading tools such as Morningstar and Broadridge Global Market Intelligence for analytical support.
Manage project timelines and processes with precision, ensuring effective cross-functional collaboration.
Behavioral Expectations
Drives for Results
Fosters a Culture of Collaboration
Communicates and Engages Effectively
Demonstrates Courage and Resilience
Shows Agility and Adaptability
Minimum Qualifications
Bachelor's degree in Finance, Economics, or a STEM-related discipline.
3+ years of experience in asset management or financial services.
CFA or CAIA candidacy preferred.
Experience with Morningstar Direct is highly desirable.