Data Integration Investment Analyst
Description:
What you'll be doing
- Collects, interprets, and analyzes complex data across mutual funds and private market funds to support management decisions and improve inefficiencies.
- Generates reports, and aids in transforming base transactional data into meaningful information to drive informed dialog and strategy development with internal and external stakeholders.
- Ensures data integrity and develops procedures for increasing the quality and accuracy of information from multiple data sources.
- Maintains an understanding of how the data contained in the various systems are utilized, and is able to triangulate various aspects of the data into a usable format to support decision making.
- Identifies and interprets more complex developments, variances, and trends; researches inconsistencies/anomalies in the data and presents findings to management.
- Serves as a resource to advise management & business stakeholders on use of quality business analytics, tools, and methods to improve efficiency, accuracy, and interpretation of various business metrics.
- Champions and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives
- Identifies and recommends process improvements that significantly reduce workloads or improve quality for their area of responsibility.
What we’re looking for
Must-Haves
- 3-7 Years experience in financial services or marketing directly aligned to the specific responsibilities for this role
- Bachelor's degree or equivalent work experience
- Analytical skills and close attention to detail is necessary
- Effective verbal and written communication skills
- Ability to adapt quickly in a changing work environment
| Organization | Lincoln Financial |
| Industry | Banking / Financial Services Jobs |
| Occupational Category | Data Integration Investment Analyst |
| Job Location | Pennsylvania, USA |
| Shift Type | Morning |
| Job Type | Full Time |
| Gender | No Preference |
| Career Level | Experienced Professional |
| Experience | 3 Years |
| Posted at | 2025-03-05 6:38 pm |
| Expires on | 2026-11-29 |