Business Analyst II
New York, NY
Fund Files Processing Associate
" Assist with organizing and scheduling share class conversion events, and communicating tasks/deliverables to various parties. These will be scheduled weekly over the a four month period.
" Collect and organize weekly metrics from various teams and rollup the data for senior management.
" Review incoming systematic data from a vendor feed, and make the corresponding update in the brokerage CUSIP database.
" Communicate to fund companies via e-mail to collect missing data and update in the brokerage CUSIP database.
" Quantify/report on open items, assign priorities, and assist with updates.
" Develop new or enhance existing excel macros, and draft step action procedure to enable others to execute the program.
Representative must have advanced excel skills and strong communication skills.