Data Integration Investment Analyst

 

Description:

What you'll be doing

  • Collects, interprets, and analyzes complex data across mutual funds and private market funds to support management decisions and improve inefficiencies.
  • Generates reports, and aids in transforming base transactional data into meaningful information to drive informed dialog and strategy development with internal and external stakeholders.
  • Ensures data integrity and develops procedures for increasing the quality and accuracy of information from multiple data sources.
  • Maintains an understanding of how the data contained in the various systems are utilized, and is able to triangulate various aspects of the data into a usable format to support decision making.
  • Identifies and interprets more complex developments, variances, and trends; researches inconsistencies/anomalies in the data and presents findings to management.
  • Serves as a resource to advise management & business stakeholders on use of quality business analytics, tools, and methods to improve efficiency, accuracy, and interpretation of various business metrics.
  • Champions and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives
  • Identifies and recommends process improvements that significantly reduce workloads or improve quality for their area of responsibility.

What we’re looking for

Must-Haves

  • 3-7 Years experience in financial services or marketing directly aligned to the specific responsibilities for this role
  • Bachelor's degree or equivalent work experience
  • Analytical skills and close attention to detail is necessary
  • Effective verbal and written communication skills
  • Ability to adapt quickly in a changing work environment

Organization Lincoln Financial
Industry Banking / Financial Services Jobs
Occupational Category Data Integration Investment Analyst
Job Location Pennsylvania,USA
Shift Type Morning
Job Type Full Time
Gender No Preference
Career Level Experienced Professional
Experience 3 Years
Posted at 2025-03-05 6:38 pm
Expires on 2025-04-19