Essential Duties and Responsibilities
- Provides front-line data maintenance, reconciliation and resolution of issues resulting from data loading through the investment management, executive, client servicing and sales processes.
- Researches, identifies and resolves issues related to the collection of data from internal and third parties providers.
- Maintains regular contact with internal consumers to identify, research and resolve issues.
- Collaborates with other data associates to help resolve or remedy data discrepancies.
- Provides timely escalation of data discrepancies to the manager or stakeholder for clarification or resolution. Tracks all escalated discrepancies until remedied.
- Works closely with the manager and stakeholders to identify and define required data attributes and data controls to develop active data workflows.
- Maintains appropriate department documentation (job procedures, job aids, checklists, etc.).
- Tracks and monitors key data quality metrics.
- Provides subject matter expertise for data related projects.
- Proposes process improvements related to the maintenance of data.
- Assists in coordinating workflow of all functional areas within the department
- Actively supports and participates in the department’s business continuity plan.
- Performs other duties and responsibilities as assigned
Knowledge, Skills, and Abilities:
- Bachelor’s Degree (B.A) in a related field and a minimum of two (2) or more years’ experience in asset management operations/technology or financial data operations.
Knowledge of
- Asset management industry, concepts, practices and procedures
- Excel at intermediate or advanced level
Skill in
- Learning and applying new information, skills and processes quickly
- Above average problem solving
- Organization and attention to detail sufficient to prioritize multiple tasks while working in a fast-paced dynamically changing environment
- Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
Ability to
- Learn the concepts, principals and practices of the functional area
- Work independently as well as within a team environment
- Give customer satisfaction high priority and proactively address customer needs
- Establish and maintain effective working relationships
- Detail oriented to ensure the accuracy of data, reports, correspondence and databases
This is the pay range that Magnit reasonably expects to pay for this position: $25.86/hour - $34.48/hour
Benefits: Medical, Dental, Vision, 401K