Lead Analyst - Middle Office Investment

April 7

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Empower

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Empower is a financial services company that provides personalized investment and advice solutions to help individuals achieve financial freedom throughout their lives. It offers a range of wealth management services including private client investment management, socially responsible investing, retirement planning, and personal strategy services tailored for various investment needs. With innovative tools such as the Empower Personal Dashboard, clients can consolidate their financial information, plan for retirement, and make informed money decisions.

10,000+ employees

💸 Finance

💳 Fintech

📋 Description

• The Lead Analyst develops and maintains complex operational processes for the Company’s general and separate accounts using various front office investment systems to support portfolio management. • Researches ad-hoc complex investment data needs to determine efficient and accurate data flow, and responsible for portfolio management, board, risk management and client reporting. • Serve as a Portfolio Manager's primary point of contact with investment operations, compliance, client service, and business analysts. • Support portfolio managers, including: monitoring portfolio performance; conducting statistical analyses; assembling and reviewing data; completing performance attribution analyses; monitoring cash flows; maintaining target allocations and completing ad hoc and recurring analyses. • Provide guidance and/or training to junior operations staff but does not have formally assigned management authority. • Coordinate, perform and document complex investment operational processes. • Prepare daily, monthly and quarterly reporting for portfolio management, board, risk management and client reporting purposes. • Research, determine and document process improvements and system enhancements to increase overall effectiveness and efficiency to support trading and portfolio manager initiatives. • Assist with new process implementation. • Reconciliation, review and management of investment data within the investment systems.

🎯 Requirements

• Bachelor's Degree in Finance, Economics, Math, Accounting or Business Administration required • MBA, CFA or other professional designation preferred • Ten plus years of experience in finance, accounting, math or investment operational roles • Strong understanding and experience with fixed income financial instruments and the markets as well as strong analytical and quantitative skills • Intermediate in MS Office (Excel, Access and Power Point) required • Experience with SAP Crystal Reports, SAP Business Objects Web Intelligence (WEBi) or similar report design software, Bloomberg, Barclays Live, Barclays POINT is highly desired • Strong communication skills and attention to detail required • Continuing/post graduate education or professional certification may be required (e.g. MBA, CFA, etc.) • Travel potentially up to one or two times per year.

🏖️ Benefits

• Medical, dental, vision and life insurance • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup • Tuition reimbursement up to $5,250/year • Business-casual environment that includes the option to wear jeans • Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year • Paid volunteer time — 16 hours per calendar year • Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) • Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.