Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
The Senior Analyst Empower Investments Reporting is responsible for building and enhancing reporting and data solutions for Empower Investments across a various proprietary products. Reporting Analyst also needs the technical know-how to code and build the queries, automation
processes, and reports themselves, as well as drive strategic initiatives and best practices across the department.
ESSENTIAL FUNCTIONS:
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Responsible for project work related to automation opportunities and internal process modernization, with an emphasis on technical process enhancements. This includes developing and writing system specific message files to support processes using Alteryx, robotics, and other tools available.
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Develop new reporting tools in areas such as committee oversight and governance, marketing materials, competitive intelligence, etc.
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Work as needed with internal IT and systems development resources to research process flow issues in Investment Operations and make recommendations for system enhancements.
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Mentor team members to build on their experience and efficiency.
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Establish and maintain procedures and best practices for the organization, including reviewing, recommending, and implementing changes to improve processes and workflow.
QUALIFICATIONS:
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Bachelor’s Degree in Computer Science/Information Systems, Finance or Accounting, or equivalent experience.
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4-7 years working at a financial firm, ideally in a technical/reporting or investment analysis capacity.
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Familiarity with many different types of financial instruments and products.
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General familiarity and understanding of regulatory and compliance requirements and investment mandates.
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Knowledge and experience working with investment data and investment attributes.
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Experience and proficiency working with different financial database technologies for analytical and reporting needs.
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Experience working with and understanding the needs of stakeholders from different areas of the firm (portfolio management, investment administration, compliance, etc.).
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Advanced Microsoft Office skills (Excel, Access, and PowerPoint).
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Experience using additional software such as Bloomberg, PAM, PLM, Alteryx, Microsoft
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Power BI, SAP, Morningstar Direct, eVestment, and Oracle. Ability and capacity to transition and learn others as needed.
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Coding abilities using SQL, VBA, Python, Power Query, DAX. Ability and capacity to transition and learn others as needed.
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
