Operations Data Analyst

Responsibilities:

1. Coordinate the on-going maintenance and reconciliation of client accounts across portfolio management, order management and client relationship management systems; coordinate internally regarding account and client updates
2. Review monthly and quarterly portfolio performance information; assist in the creation of GIPS-compliant composite data; thoroughly document all procedures
3. Ensure the accuracy of accounting for all charitable donations and alternative impact investments
4. Assist in the creation of quarterly client reports; review for accuracy and data integrity
5. Ensure that client requests are completed promptly and accurately
6. Establish strong working relationships with fellow operations team members and colleagues across the organization
7. Identify areas for process improvement and discuss possible solutions

Qualifications:

1. Bachelor's degree required
2. Financial services experience preferred (1-2 years)
3. Interest in sustainable investing a plus
4. Excellent organization skills and the ability to perform multiple tasks concurrently, with superior attention to detail
5. Strong interpersonal and communication skills required to interact with colleagues and outside contacts
6. Technology focused and expertise in all Microsoft applications, especially Excel
7. Proficiency in leveraging systems and processes to execute activities with accuracy and efficiency
8. Experience with a Client Relationship Management (CRM) software, Salesforce preferred; experience with Advent Software products a plus