Job DescriptionParticipates in the identification, design, development, and implementation of projects. Projects may be business process, operational, or systems related in nature. Partners with internal and external stakeholders to ensure successful and timely project completion in accordance with business needs. Participates in user training, change management activities, and project evaluation. Leverages industry and operational expertise to identify process improvement opportunities, enhance controls, and drive operational efficiency. Analyzes business processes, identifies gaps and risks, and recommends solutions that improve service quality, productivity, and operational effectiveness.
Basic Qualifications
• Bachelor's degree, or equivalent work experience
• 5-10 years of experience in project management, process improvement, business analysis, or related activities
• Previous work experience in fund accounting, fund administration, custody administration, or related investment operations environments
Preferred Skills/Experience
• Comprehensive knowledge of the relevant business line or functional area
• Demonstrated experience supporting or improving operational processes within fund accounting, fund administration, custody, asset servicing, or investment operations organizations
• Strong understanding of investment operations workflows, controls, data flows, and associated risks
• Strong organizational, problem-solving, and analytical skills
• Advanced knowledge of project management and process improvement methodologies
• Ability to identify, analyze, and resolve exceptions using data-driven approaches
• Experience leading cross-functional initiatives and influencing stakeholders across multiple business functions
• Ability to analyze complex data and translate findings into actionable recommendations
• Excellent verbal and written communication skills
• Proficiency in process mapping, root cause analysis, and continuous improvement techniques
• Strong technical skills, including experience with SQL for data extraction, analysis, reporting, and data validation
• Experience with Python, .NET, Java, or similar programming languages to support automation, application development, and process improvement initiatives
• Advanced proficiency in Microsoft Excel, including VBA, Power Query, and complex data analysis techniques
• Preferred, but not required: experience with Microsoft Power Platform (Power BI, Power Apps, Power Automate), Alteryx, and SQL Server Reporting Services (SSRS)
Benefits:Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Review our full benefits available by employment status here.
Posting may be closed earlier due to high volume of applicants. 
