Sr. Account Data Analyst


Company:: Brandywine Global Investment Management
Location:: Philadelphia, PA
Job Type:: Full Time
Category:: Asset Management

Yrs of Exp:: 5+ to 7 years
Posted:: 1/29/2013

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Job Description

Reviews and documents that account and data integrity is maintained throughout the organization; acts as a liaison between all departments involved with new and existing accounts; coordinates and leads administrative projects; and facilitates management reporting requirements. The Senior Account Data Analyst will be responsible for the review, maintenance and communication for the onboarding process in totality.

Essential Job Functions:

Manage the new account set up process from beginning to end ensuring data integrity, timeliness, accuracy, and efficiency.
Continually monitor the quality, completeness, and accuracy of all new account set-ups and account maintenance and proactively resolve issues through an audit function.
Ensure compliance with policies and procedures and identify opportunities to improve internal controls.
Maintain communications between all departments relating to the new account function.
Support and lead project-and systems-based initiatives.
Provide consistently high level of service to internal and external clients.

Job Specifications:

Aptitude to exercise initiative and to define and resolve problems; think "outside the box."
Impeccable attention to detail with the ability to see "the big picture."
Ability to interpret and understand legal contracts to ensure proper data is captured in relevant systems.
Clear understanding of industry terminology and Firm products.
Experience in managing professional staff and leading complex projects.
Strong communications skills at all levels: courteous, effective, and professional; authoritative and diplomatic.
Ability to work independently in a busy and demanding environment amid significant organizational growth and change.
Strong organizational skills with excellent follow-up discipline.
Knowledge and proficiency with Microsoft Office products and CRM software.

Other Duties:

Other duties as assigned

Education/Experience:

Bachelor's degree or equivalent with asset management experience
5 + years relevant experience, preferably in the financial services industry.

Requirements

This position requires an individual who possesses the personal attributes and the professional experience consistent with the Firm's high standards of conduct and performance. In performing the job, the individual must: (i) always act in the best interests of clients, (ii) continuously evaluate and escalate areas of risk to the Firm, (iii) work cohesively and effectively with people across all functions, and (iv) comply with all Firm policies and procedures. Accordingly, it is expected that the individual is of high moral character, well-organized and self-directed, with strong personal skills and an ability to execute work objectives in a dynamic, fast-paced environment.

Brandywine Global Investment Management, LLC is an Equal Opportunity Employer

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