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Data and Analytics Specialist


New York

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Information & Communication Technology



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Ricky McCormies

In the role as Data & Analytics Specialist you will work on managed services engagements and implementations of regulatory reporting software at our hedge fund and fund administrator clients; working closely with clients on analyzing their requirements, and translating these requirements into specifications, defining dataflows and organizing the work; work on onboarding of new regulatory forms onto existing reporting platforms. Additionally, you may serve as a Subject Matter Expert (SME) in business domain for internal groups helping develop the products and rapidly expand the portfolio of regulatory reports.
  • Delivery of timely, precise and focused regulatory reporting to managed services clients
  • Implementation of Advise software automation at clients
  • Gathering of requirements and producing data specifications for calculations based on the preliminary work produced by regulatory attorneys and core business analysts for new forms
  • Analyzing internal processes, streamlining and optimizing in order to support growth of the company
  • Interacting with the QA department, facilitating the development of test plans for new features
  • Gain superb understanding of clients' needs and requirement and provide data-related services on the ongoing basis as a part of managed services engagements Data/Calculation Specialist
  • Develop, document, optimize and test data flows surrounding Advise applications
  • Discern opportunities for optimization and automation of dataflows and help build internal tools facilitating faster and more efficient processing of data
  • In cooperation with Implementation Manager, produce data status reporting as a part of project reporting
  • Serve as point of contact for client's data-related questions
  • Provide filing support as it pertains to data automation and calculations
  • Provide feedback to development team on usability of software
  • In conjunction Regulatory Attorneys, work on data requirements of new forms and regulations onboarded onto Consensus platform
  • Assist clients during filing season with their filings as required, collect concerns and feedback
  • Create test data along with test cases and reconciliation files for internal UAT
  • Bachelor's degree in Finance/Economics, or Information Technology
  • 3+ years in fund accounting, reporting, data, business analysis, or compliance role in financial services industry
  • Knowledge of financial products
  • Excellent communication skills, both written and verbal
  • Familiarity with financial services and organizations, particularly private funds
  • Basic SQL knowledge
  • Strong Excel skills
  • Project Management education is a plus Competencies
  • Extremely detail-oriented
  • Critical thinker
  • Self-starter with high degree of initiative
  • Project Management exposure/experience
  • Ability to bridge technical and non-technical areas in company
  • Well-spoken with good client-facing skills
  • Strong understanding of technology
  • Additional technical skills are a plus
  • Knowledge of regulations affecting asset managers is a plus
  • Knowledge and experience with financial data providers is a plus

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