What are the responsibilities and job description for the Operations & Data Analyst position at Gilbert & Cook, Inc?
OPERATIONS & DATA ANALYST
SUMMARY
We are seeking an experienced Operations & Data Analyst to join a well-established, growing, and ensemble-based, private wealth management firm in West Des Moines, Iowa. The successful candidate will demonstrate expertise in data integrity and compilation across multiple applications, process methodology, effective communication, and an understanding of technology infrastructure while living the core values of Gilbert & Cook.
The Operations & Data Analyst role at Gilbert & Cook is part of the Operations Team supporting the entire firm. The Team is responsible for bridging the gap between business needs and technological solutions, back-office infrastructure including technology hardware in conjunction with an external provider, data integration and integrity across multiple systems, vendor liaison and management, systematic process workflows, internal and external report development and processing, and finance support with an emphasis on revenue recognition.The role’s primary responsibility will include working with all teams to identify needs, create, and execute and document solutions, which support firm and departmental goals.
The role will have experience working with overall operational duties with an emphasis on data management. The role requires excellent communication skills, an organized and detail-oriented mindset, the ability to collaborate and analyze while functioning at a high level in a fast-moving, dynamic environment. Experience in the financial services industry is preferred, however, candidates with the right skillset and attitude will be considered.
JOB RESPONSIBILITIES
Understand IT systems and their integration with business processes (Microsoft suite, Data base system and investment performance measurement software)
Create and maintain efficient systematic workflow processes in collaboration with all departments
Reconcile data and provide database management across multiple systems
Provide expertise in data management for the tracking and reporting of various and multiple client reports and business metrics
Act as liaison to outside technology vendors
Provide expertise for various back-office systems
Lead and execute on all billing functions for all fee-based accounts, financial planning fees, and the tracking of commissions
Assist with maintaining organized electronic document filing system
Initial point of contact and problem solver within the firm on technology issues
JOB SKILLS & QUALIFICATIONS
Accuracy and attention to detail
Data management and compilation
Analytical thinking
Proficient in data analysis
Ability to balance changing priorities throughout the day
Initiative and origination
Excellent organizational skills
Strong communication skills
Ability to work in a team environment
Ability to multi-task in a fast-paced environment
Understanding of technology infrastructure
Strong Excel skills
CANDIDATE REQUIREMENTS
- 3-5 years of proven relevant experience
- Capability and desire to demonstrate the Gilbert & Cook Core Values
- Bachelor’s degree in Business Administration, Information Technology, or a related field
Experience in the private wealth management industry a plus
Gilbert & Cook Core Values
- Be in Service - A company-wide aspiration to make a positive difference in the lives of the individuals and families that we serve.
- Inspire Abundance Mindset - Providing and inspiring prosperity and an excess of what it is that you value.
- Exemplify Professionalism - Our clients know us by our actions - the way we show care in our service and sincerity in our approach to doing the right thing.
- Listen Generously - Active listening is technical and superficial, but listening from an open heart is generous, by way of feeling another as you see through their eyes, not your own.
- Clarity through Collaboration - There is value in working together towards the common goal; bringing clarity to complex situations.
- Quest to Grow & Improve - A desire to use innovation and efficiency to make something better than it was before. Have an Abundance Mindset with regards to personal growth and professional development, resulting in more satisfying and meaningful work.
- Be Humbly Confident - Conducting oneself with a modest and gentle approach to the self-assured nature of our experience.