What are the responsibilities and job description for the Data Specialist position at Alan Biller?
Alan Biller and Associates is seeking a highly motivated Data Specialist to join our Performance Reporting & Analytics team. As a Data Specialist, you will work internally with our Performance Analysts, as well as externally with custodian banks, investments managers and recordkeepers. Preference given to candidates within the Pacific Time zone.
Responsibilities
• Gather financial data from various sources including Investment Managers, Custodians and Recordkeepers
• Monitor data sources for consistency and completeness
• Ensure data is accurate, organized and saved to the appropriate location
• Develop data extraction procedures
• Assist with fund level proxy voting
• Assist with special projects
General Requirements
• Degree in Business, Economics, Math, or Finance preferred
• Familiarity with investment/financial reports, a plus
• High comfort level with working independently and meeting deadlines
• Strong attention to detail and extremely well-organized
• Proficiency in Microsoft Excel, Word, Adobe Acrobat, and PowerPoint
Benefits
We offer a full complement of benefits, including a 401(k), and a “take what you need” time off policy.
The base salary for this position is $50,000 to $60,000 range, plus bonus. In determining the base salary, relevant and number of years’ experience are considered.
The Firm has a practice of promoting from within and rewards significant contributions to the company.
Company
Since 1982, Alan Biller and Associates has specialized in fiduciary consulting to employee benefit plans. We advise on approximately $150 billion, for half of which we have discretion as OCIO, making us one of the largest OCIOs to defined benefits plans in the country. We have an impeccable reputation for ethical behavior, and for making recommendations and decisions based on strong and independent research. We do not offer any proprietary products. We hire the best and the brightest, and because of our size and culture, every employee has a chance to make a significant contribution. For further information, please visit our site at www.alanbiller.com.
Salary : $50,000 - $60,000
