Data Operations Analyst, Enterprise Shape Management - Remote

Overview

Performance Trust Capital Partners is seeking to add a data-driven individual to the Enterprise Shape Management (ESM) Operations team. ESM Operations team members are responsible for gathering and managing client data so that it can loaded into financial software, utilized by the greater ESM team, for conducting interest rate risk analysis for our financial institution clients. Enterprise Shape Management™ was designed to fit institution's unique needs beyond asset liability compliance and into balance sheet management. We combine economic value and income simulation to provide a holistic view of each institution we serve, so banks and credit unions can better understand its strengths and weaknesses—ultimately enabling our clients to make more strategic decisions.

In Short

• Maintain data management process for 100+ banks and credit unions
• Develop and build tools to help make the data management process more efficient
• Maintain interest rate risk models for banks and credit unions
• Communicate with third-party vendors to ensure data is modeled accurately and consistently
• Communicate with clients to gather additional data files needed
• Partner with Junior Leads and Lead Associates to finalize interest rate risk models

Requirements

• Bachelor’s degree with outstanding academic performance that demonstrates strong analytical background and quantitative skills
• Advanced skills in MS Excel
• Intermediate understanding of Python with the ability to apply programming knowledge to real life projects and processes; ability to convert R Scripts to Python a plus
• Intermediate SQL experience
• 1-2 years of previous work experience
• Ability to pass the SIE exam and successfully complete the Series 7 exam within one year of start date
• Previous financial software experience/exposure a plus but not required

Benefits

• Ability to work in a fast-paced, unstructured environment that is deadline driven
• Strong attention to detail and the ability to conduct QC/QA on their work and others work.
• Ability to learn new skills quickly and identify process improvements to help maximize efficiencies
• Strong verbal and written communication skills, with an ability to articulate complex concepts clearly and concisely
• Strong interpersonal skills and the ability to work effectively with a wide range of clients and colleagues
• Strong critical thinking and problem-solving skills
• Desire to investigate and solve problems independently
• Exemplary follow through skills and the ability to meet internal and external deadlines
• Self-motivated, curious, and teachable
• Strong work ethic with determination to master the skills necessary to excel
• Enthusiastic team player
• Interest in fixed income markets or financial services
• Seeks to provide a top-notch client experience for all clients, both internal and external