KYC Analyst
Requirements/Qualifications:
- Significant experience with the Bloomberg PORT application.
- Minimum 3 years experience with Bloomberg PORT or similar Fixed Income analytical and performance applications.
- Expertise in fixed income risk and analytics data and how it is utilized within the investment process.
- Experience with BONYs Eagle application and/or Charles River Investment Management System (CRIMS) is a plus including expertise in navigating the Charles River Manager Workbench module.
- Strong problem solving skills and attention to detail.
- Effective communication to stakeholders and interpersonal skills.
- Ensures the integrity of all Risk System related processes to assist the investment team members by producing meaningful high quality holdings attribution and characteristic reports for existing and prospective clients.
- Acts as front line support for all business users and is the main point of contact for all data issues related to Risk Applications and incorporates feedback from users to expand existing functionality and services.
- Assists with the setup and the review of all security types on companys core inventory system and trading systems ensuring all data is entered accurately to avoid the potential for trade errors or operational loss.
- Has a deep mastery of inventory and trading systems such as Eagle Bloomberg Charles River Investment Management System.
- Collaborates with and assists team members to ensure that security master data in the trading and inventory systems is consistent with the data in the risk systems on a daily basis.
Required Experience:
IC
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