FOO Analyst I, Solutions
Core
Analyst supporting Front Office Operations (FOO) to enable Fund Managers to focus on alpha generation by managing investment processes, data accuracy, and operational workflows.
Role type
Analyst I, Front Office Operations (Investment Administration)
Builds
Efficient front office processes, procedures, and data reports for global Fund Managers
Domain
Global Investment Management / Asset Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Investment banking/management experience, Asset class knowledge (ETFs, Fixed Income, Equity), Front/Middle office processes, Trade lifecycle management, Data validation, Transaction processing, Microsoft Excel, Power BI
Preferred skills
Charles River OMS (CRD), CRIMS, Bloomberg, Aladdin, Solutions/Models experience
Technologies
Charles River OMS (CRD), CRIMS, Bloomberg, Aladdin, Microsoft Excel, Power BI
Responsibilities
Monitor and manage support components of investment portfolios and trading; Validate completeness and accuracy of data in various reports; Process BAU requests and client instructions; Compile data for internal/external audits and compliance; Maintain shared investment models and portfolio summaries; Produce reports and perform data entry for investment decision processes; Identify process gaps and escalate issues to appropriate teams
Seniority
Individual Contributor (Analyst I)