Lead Analyst Digital Accelerator

Overview

This role supports Investment/Investment Services department(s) by developing prioritization lists and reporting status and accomplishments. The position also develops documentation standards and ensures investment system projects and initiatives are implemented. You will coordinate collaboration and training across Investment Digital Accelerators, mentor team members to improve experience and efficiency, and drive continuous improvement through new process enhancements.

Responsibilities

• Lead and manage monthly meetings with Investment/Investment Services department managers and other Investment Digital Accelerators to align priorities and vision.
• Maintain an evolving list of projects for each area and track priority and accomplishments.
• Report at least quarterly to department senior leaders at the Investment System Prioritization meeting regarding process automation roadmap, status, and accomplishments.
• Maintain sufficient understanding of department processes to recommend system enhancements that support Investment Services department goals.
• Research and propose best-practice process automation to department managers.
• Use project management tools to communicate project plans and status updates.
• Coordinate regular Digital Accelerator team meetings, including with others across the organization as needed to share ideas.
• Mentor team members to grow experience and efficiency.
• Search out and coordinate training as necessary.
• Consider capacity and skill sets across the Digital Accelerator team and propose cross-functional team collaboration where appropriate.
• Develop standards for Alteryx (and other applications) process documentation for Investment Services and ensure ongoing documentation meets standards.
• Support business owners with development of appropriate controls and end user computing controls.
• Partner with internal IT and systems development resources to research process flow issues.
• Lead automation and internal process modernization projects with an emphasis on technical process enhancements, including developing and writing system-specific message files to support processes using Alteryx, robotics, and other tools.
• Establish and maintain procedures and best practices, including reviewing, recommending, and implementing changes to improve processes and workflow.
• Partner with the IT team to define and execute tactical steps that realize a strategic technical vision.
• Define and implement continuous improvement processes to elevate organizational capabilities and business value.
• Perform other projects as assigned.

Requirements

• Bachelor’s Degree in Computer Science or Information Systems or in Finance or Accounting, or equivalent experience.
• Six (6) plus years of securities operations or accounting experience in the investment administration area of a financial industry firm.
• Without a specialized degree, an additional four (4) years plus of directly related experience is required.
• Software development background.
• Advanced Excel skills.
• Detail oriented / self-starter.

Preferred Qualifications

• Not specified in the job description.

Compensation & Benefits

• Base salary range: $96,100.00 - $135,700.00
• Retirement savings: 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup.
• Tuition reimbursement up to $5,250/year.
• Medical, dental, vision, and life insurance.
• Generous paid time off upon hire, including a paid time off program plus ten paid company holidays and three floating holidays each calendar year.
• Paid volunteer time: 16 hours per calendar year.
• Leave of absence programs, including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA).
• Business-casual environment with option to wear jeans.
• Business Resource Groups (BRGs) open to all.
• Non-sales positions may participate in a bonus program. Sales positions may be eligible for sales incentives and, in some instances, a bonus plan. Actual compensation may vary based on geographic location, work experience, education, licensure requirements, and/or skill level and will be finalized at the time of offer.

Location

• Remote and hybrid roles: applicants must provide reliable high-speed internet with a wired connection and a place in the home to work with limited disruption. Connectivity must be from an internet service provider that is fiber, cable, or DSL. Other necessary computer equipment will be provided. The role may require office work if the home work environment or required internet connection is not adequate.

Work Authorization

Applicants must be authorized to work for any employer in the U.S. The employer is unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.

Application Deadline

• Job Posting End Date: 11-06-2026 (12:01 am)