Data Analyst
The Analyst, Monitoring and Analytics will develop and execute monitoring and controls for all facets of RetirePlus.
The Analyst will partner closely with client services, technology, risk and legal associates to implement reporting and forensic frameworks that will validate the accuracy and precision of calculations and transactions, as well as working closely with fellow Default Solutions Team members and other associates on root cause analysis, mitigation and validation.
Responsibilities:
Support the conception, definition, and development of key capabilities and features of the model management systemMaintain a holistic set of controls to support the flawless execution of the RetirePlus Series and detect issues early & mitigate them before they have a broad impact.
Responsible for monitoring and analyzing ongoing activity across all plans enrolled in the RetirePlus SeriesReview volume & control total reports to identify red flags, anomalies & potential issues.
Research results and items flagged by audits and control total reports to determine if there are any issues impacting multiple participants/plans.
Identify the root cause, population impacted & fix that needs to be implemented for identified issues.
Develop new audits & reports based on key learnings.
Reviewing individual accounts based on random sampling, accounts identified through audits & reporting processes.
Comparing accounts to the direction received by the participant to confirm they are properly invested.
Accountable for achievement of agreed upon outcomes (e.
g.
timelines, quality, etc)
Qualifications:
Required:
Bachelor's Degree or equivalent of four (4) years of related work experienceMinimum of three (3) years of 3 years of data analyst or similar experienceExperience automating processes through use of tools including but not limited to Excel, VBA, SharePoint Designer or other low code developmentStrong technical, analytical and business skillsExperience with processes including creation and maintenance of documentationDemonstrated experience performing analyses and solving problems and developing a solutionDemonstrated ability to connect data and analysis to drive actions to make decisions in a consultative mannerDirect experience with SQL analysis and reporting tools such as TableauProven ability to deliver results in a growing and changing environmentExperience in extracting, transforming, loading and analyzing large data sets using Python and/or Alteryx Recommended Skills Analytical Auditing Big Data Calculations Customer Service Data Analysis Estimated Salary: $20 to $28 per hour based on qualifications.
The Analyst will partner closely with client services, technology, risk and legal associates to implement reporting and forensic frameworks that will validate the accuracy and precision of calculations and transactions, as well as working closely with fellow Default Solutions Team members and other associates on root cause analysis, mitigation and validation.
Responsibilities:
Support the conception, definition, and development of key capabilities and features of the model management systemMaintain a holistic set of controls to support the flawless execution of the RetirePlus Series and detect issues early & mitigate them before they have a broad impact.
Responsible for monitoring and analyzing ongoing activity across all plans enrolled in the RetirePlus SeriesReview volume & control total reports to identify red flags, anomalies & potential issues.
Research results and items flagged by audits and control total reports to determine if there are any issues impacting multiple participants/plans.
Identify the root cause, population impacted & fix that needs to be implemented for identified issues.
Develop new audits & reports based on key learnings.
Reviewing individual accounts based on random sampling, accounts identified through audits & reporting processes.
Comparing accounts to the direction received by the participant to confirm they are properly invested.
Accountable for achievement of agreed upon outcomes (e.
g.
timelines, quality, etc)
Qualifications:
Required:
Bachelor's Degree or equivalent of four (4) years of related work experienceMinimum of three (3) years of 3 years of data analyst or similar experienceExperience automating processes through use of tools including but not limited to Excel, VBA, SharePoint Designer or other low code developmentStrong technical, analytical and business skillsExperience with processes including creation and maintenance of documentationDemonstrated experience performing analyses and solving problems and developing a solutionDemonstrated ability to connect data and analysis to drive actions to make decisions in a consultative mannerDirect experience with SQL analysis and reporting tools such as TableauProven ability to deliver results in a growing and changing environmentExperience in extracting, transforming, loading and analyzing large data sets using Python and/or Alteryx Recommended Skills Analytical Auditing Big Data Calculations Customer Service Data Analysis Estimated Salary: $20 to $28 per hour based on qualifications.
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