Data Operations Analyst - Enterprise Shape Management

November 5

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Gresham Partners, LLC

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Description

• Performance Trust Capital Partners is seeking a data-driven individual for the ESM Operations team. • Responsible for gathering and managing client data for financial software. • Engage with third-party vendors for consistent and accurate data handling. • Coordinate with internal partners for optimal client experience.

Requirements

• Bachelor’s degree with outstanding academic performance that demonstrates strong analytical background and quantitative skills. • Advanced skills in MS Excel. • Intermediate understanding of Python with the ability to apply programming knowledge to real life projects and processes; ability to convert R Scripts to Python a plus. • Intermediate SQL experience. • 1-2 years of previous work experience. • Ability to pass the SIE exam and successfully complete the Series 7 exam within one year of start date. • Previous financial software experience/exposure a plus but not required. • Ability to work in a fast-paced, unstructured environment that is deadline driven. • Strong attention to detail and the ability to conduct QC/QA on their work and others work. • Ability to learn new skills quickly and identify process improvements to help maximize efficiencies. • Strong verbal and written communication skills, with an ability to articulate complex concepts clearly and concisely. • Strong interpersonal skills and the ability to work effectively with a wide range of clients and colleagues. • Strong critical thinking and problem-solving skills. • Desire to investigate and solve problems independently. • Exemplary follow through skills and the ability to meet internal and external deadlines. • Self-motivated, curious, and teachable. • Strong work ethic with determination to master the skills necessary to excel. • Enthusiastic team player. • Interest in fixed income markets or financial services. • Seeks to provide a top-notch client experience for all clients, both internal and external.