Senior Analyst Digital Accelerator

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

J ob Title : Senior Digital Accelerator Reporting to : Associate Manager, Investment data and Analytics Department : Global Investments Reporting and Compliance
JOB DESCRIPTION Senior Analyst Digital Accelerator is responsible for building and enhancing reporting and data solutions for the Global Investments Reporting and Compliance department and across the investment administration functions front office portfolio management team and across the investment administration functions. Digital Accelerators need the technical know-how to code and build the queries, automation processes, and reports themselves, as well as drive strategic initiatives and best practices across the department. Digital Accelerators must possess technical expertise to code, build queries, automate processes, and generate reports independently, while also driving strategic initiatives and best practices across the department DUTIES / RESPONSIBILITIES / ESSENTIAL FUNCTIONS:

• Responsible for project work related to automation opportunities and internal process modernization, with an emphasis on technical process enhancements. This includes developing processes using Alteryx, PowerBI, R, Python, SQL and other available tools/technologies.y available.
• Support the processes on the timely delivery of complete and accurate investment data to stakeholders to enable critical investment analysis capabilities
• Work with Investment and Information Services teams to update and continuously improve the Company s global investment data and related reporting systems, and perform user acceptance tests where needed Collaborate with Investment and Information Services teams to update and continuously improve the company s global investment data and reporting systems, and perform user acceptance tests as needed.
• Develop new reporting tools for areas such as portfolio reporting and analysis, market surveillance, and investment policy compliance.
• Develop new reporting tools in areas such as portfolio reporting and analysis, market surveillance, and investment policy compliance.
• Work as needed with internal IT and systems development resources to research process flow issues in Investment Reporting and make recommendations for system enhancements.
• Mentor team members to build on their experience and efficiency.
• Establish and maintain procedures and best practices for the organization, including reviewing, recommending, and implementing changes to improve processes and workflow.
• Align work hours with Canada and US time zones as needed to ensure smooth communication and collaboration with stakeholders

EDUCATION:

• Bachelor s Degree in Computer Science/Information Systems, Finance or Accounting, or equivalent experience.

PREFERRED QUALIFICATIONS:

• 5-10 years working at a financial firm, ideally in a technical/reporting or investment analysis capacity.
• Familiarity with many different types of financial instruments, especially US fixed income.
• General familiarity and understanding of regulatory and compliance requirements and investment mandates.
• Knowledge and experience working with investment data and investment attributes.
• Experience and proficiency working with different financial database technologies for analytical and reporting needs.
• Experience working with and understanding the needs of stakeholders from different areas of the firm (portfolio management, investment administration, compliance, etc.).
• Advanced Microsoft Office skills (Excel, Access, and PowerPoint).
• Experience using additional software such as Bloomberg, PAM, PLM, Alteryx, Microsoft Power BI, Oracle. Ability and capacity to transition and learn others as needed.
• Coding abilities using SQL, R, Python, VBA, Power Query, DAX.
• Strong communication skills, including the ability to elicit and understand business requirements, explain technical concepts to non-technical stakeholders, and train investment reporting analysts
• Effective day-to-day coordination and collaboration with team members and stakeholders.
• Ability and capacity to transition and learn others as needed.

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.