Yellow Cardinal
Finance
InvestmentInformationSystemsAnalyst
“Investment Information Systems Analyst at Yellow Cardinal. Skills: portfolio management, fixed income segment, data management, system optimization, data integrity, system reliability. Gather and analyze portfolio data in support of fixed income strategies. preparing regular reports and ad hoc analyses for management”
What You'll Achieve.
ensuring timely, accurate, and insightful data is available for portfolio decision-making
Industry & Context.
analytical and problem-solving ability; investigating discrepancies and recommending solutions
Occasional lifting of files or office supplies (up to 20lbs), Ability to sit for extended periods and operate a computer and other office equipment
What They're Looking For.
Must Have
Bachelor's degree in Finance, Economics, Mathematics, Information Systems, or a related field, Proficiency in Microsoft suite (high emphasis on excel) and other data analysis tools, analytical and problem-solving ability to interpret and present data, Excellent written and verbal communication skills, Ability to prioritize and manage multiple tasks in a deadline-driven environment, Attention to detail and commitment to data accuracy
Nice to Have
Experience in banking or financial services, Exposure to fixed income securities and portfolio concepts, Familiarity with SQL, Python, or other data querying/programming languages, CFA designation, or in process of obtaining is encouraged, Knowledge of investment compliance and operational procedures
What You'll Do.
Gather and analyze portfolio data in support of fixed income strategies
preparing regular reports and ad hoc analyses for management
Assist with maintenance
and troubleshooting of investment information systems
ensuring data integrity and system reliability
Prepare and document system procedures
ensure compliance with established standards and practices
Monitor and reconcile investment data from various sources
investigating discrepancies and recommending solutions
Maintain awareness of financial market developments and regulatory changes
Participate in testing and implementation of new system features and upgrades
How You'll Work.
Team & Collaboration
collaborates across teams to support operational and analytical needs; Collaborate with portfolio managers, analysts, and IT to identify system improvements and implement data solutions
Communication Scope
Excellent written and verbal communication skills
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