Business Data Analyst
POSITION TITLE: BUSINESS DATA ANALYST
DEPARTMENT: CLIENT DATA AND FUND ADMINISTRATION
Bachelor degree required; Bachelor degree in Accounting, Business, Mathematics or Computer Science preferred
Minimum 3 years of business experience required; Experience in the mutual fund or financial services industry preferred
Familiar with business analysis or business process improvement methodologies required
Proficiency in Microsoft Access and advanced Excel skills required
Experience with data query tools required
Experience with Visio preferred
Experience managing data in an enterprise sales reporting and/or CRM application preferred
Provides analytical and technical expertise to support the ongoing management of client, sales asset, territory and advisor data in MARS (Sales & Asset Reporting application) and TotalClient Enterprise (CRM application). The position requires exceptional problem-solving skills and the ability to effectively collaborate with peers, managers and 3rd-party vendors. The employee in this position will extensively leverage problem solving, analytical, technical and creative-thinking skills to identify, recommend and implement automated solutions that will ensure the ongoing quality of client, sales asset, territory and advisor data in the MARS and TotalClient Enterprise applications, as well as enhance operational efficiency and effectiveness in the management of such data.
Analyze and evaluate client, sales, asset, territory and advisor data in the MARS and TotalClient Enterprise databases; identify patterns, synthesize findings, derive conclusions and design and implement solutions that will improve overall data quality and increase internal client satisfaction
Identify and implement re-engineering opportunities for existing MARS client data file interfaces to bring greater efficiencies and quality via automation
Develop and execute queries against the MARS and TotalClient Enterprise databases in response to data quality issues escalated by our internal clients; perform complex data analysis to identify root cause and recommend remedial actions to correct the existing data quality issues and avoid perpetuating the issues by introducing changes to business and/or data processes
Collaborate with Enterprise Data Governance, management and internal clients to establish and implement data standards to increase the usefulness, timeliness and accuracy of the data; implement automated processes to monitor and ensure the adherence to such data standards
Develop and maintain relationships with internal business partners, including Decision Support, Risk Management, Intermediary Compensation, Investor Services, External and Internal Sales, Sales Administration and Marketing to understand their business goals and objectives; identify data opportunities to assist them in achieving their business objectives
Participate in the evaluation and implementation of new Advisor data interfaces and/or data augmentation to the MARS and TotalClient Enterprise databases
Participate in evaluation, development and implementation of new client data interfaces to the MARS database
Provide technical and analytical support to business initiatives such as sales territory realignments, new client data file acquisition, enterprise data management initiatives and major system upgrades; extract and analyze data to aid in the development of the approach and creation of the plan to execute such initiatives
Participate in all phases of the project life cycle; define and document business requirements, create detailed work plans and lead the execution of project-related tasks on behalf of CDFA
Create and execute test plans; monitor and escalate issues to project manager, stakeholders and sponsors; ensure issues are appropriately vetted with internal resources and vendor partners and effectively remediated to satisfy the business requirement
Provide technical guidance and consultative services to our internal clients regarding questions and issues related to MARS and TotalClient Enterprise data
Document procedures and create job aids where applicable; review procedures periodically and make requisite changes as appropriate
Perform ad hoc data analysis and reporting as needed
Strong decision-making, problem solving and analytical skills with attention given to detail and accuracy.
Strong written and oral communication skills
Excellent time management skills with ability to handle multiple projects/priorities simultaneously
Strong problem solving and conceptual thinking ability
Flexibility to work independently and as a member of a team
COMMENCEMENT DATE: 05/04/2021
Federated Hermes is committed to providing equal employment opportunities to qualified individuals without regard to the following criteria: race (including physical characteristics such as hairstyles), color, national origin, religion, sex (including pregnancy), sexual orientation, gender identity or expression, mental or physical disability, age, familial or marital status, ancestry, military status, veteran status or genetic information as well as any other prohibited criteria under any applicable local, state or federal law applicable to Federated Hermes.
To review Federated Hermes' California Privacy Notice go to https://www.federatedinvestors.com/corporate/careers.do and select CA Applicant Notice.
Federated Hermes, Inc.