Job Summary
The Analyst plays a crucial role in collaborating with the technology lead to sustain and expand systems utilized by advisors, focusing on achieving data accuracy and enhancing operational effectiveness.
Responsibilities
- Oversee the management of CRM and portfolio management systems.
- Address and resolve IT-related issues effectively.
- Document essential processes related to core systems.
Qualifications
- Demonstrated strong troubleshooting capabilities.
- Systematic approach to managing data.
- Effective communication skills.
- Experience in IT systems, data pipelines, or business intelligence, particularly within regulated sectors is preferred.
