Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

Continue building a rewarding career helping others achieve their financial goals at an organization that values your long-term success. Your unique talents empower you to be bold, think creatively, and make a meaningful impact at a company committed to diversity and inclusion, community, and investing in you.

The Lead Analyst develops, enhances, and maintains complex operational processes supporting the Company’s general and separate accounts, leveraging multiple front-office investment systems to support portfolio management. This role researches and fulfills complex, ad hoc investment data needs to ensure efficient and accurate data flow, and supports portfolio management, board, risk management, and client reporting.

ESSENTIAL FUNCTIONS:

• Act as the primary liaison between Portfolio Managers and key internal partners, including Investment Operations, Valuations, and Settlements.
• Demonstrate a strong understanding of data flows and the mapping of data fields between investment systems to ensure data integrity and consistency. This includes reviewing data load logs, identifying and resolving errors, and confirming expected results after each load.
• Own the setup and ongoing maintenance of portfolios, securities, transactions, and pricing to ensure accurate daily representation of managed assets.
• Reconcile investment data across systems daily, promptly investigating and resolving discrepancies to meet operational timelines.
• Provide analytical and operational support to Portfolio Managers, including:Monitoring portfolio performance and cash flows.Assembling, reviewing, and maintaining investment data. Performing ad hoc and recurring analyses
• Coordinate, execute, and document complex investment operational processes.
• Prepare daily, monthly, and quarterly reports for Portfolio Management, Boards, Risk Management, and Clients.
• Identify, research, and document process improvements and system enhancements to increase efficiency and effectiveness in support of trading and portfolio management initiatives.
• Assist with the implementation of new processes and system enhancements.

QUALIFICATIONS:

• Bachelor’s degree in finance, Economics, Math, Accounting or Business Administration required.

• MBA, CFA or other professional designation preferred

• 10+ years of experience in finance, accounting, math or investment operational role

REQUIRED SKILLS

• Strong understanding of, and experience with, fixed income financial instruments and markets, including commercial mortgage loans.
• Demonstrated analytical and quantitative skills, with the ability to interpret and explain complex data.
• Proficiency in Microsoft Office, with advanced capabilities in:Excel (e.g., VLOOKUPs, pivot tables, formulas, linked data sources), Access (e.g., creating tables, running queries, evaluating data, and researching macros), PowerPoint (e.g., developing clear, Board-level presentations), Power BI (e.g., identifying data sources, creating dashboards, and publishing reports for end users)
• Experience with report design and business intelligence tools such as SAP Crystal Reports, SAP BusinessObjects Web Intelligence (WEBi), or similar platforms.
• Experience using a Bloomberg Terminal, including PORT, is highly desired.
• Strong written and verbal communication skills, with exceptional attention to detail.
• Commitment to professional development; post-graduate education or professional certifications may be required (e.g., MBA, CFA, or similar).
• Willingness to travel occasionally (up to one or two times per year).

This job description is not intended to be an exhaustive list of all duties, responsibilities and qualifications of the job.  The employer has the right to revise this job description at any time.   You will be evaluated in part based on your performance of the responsibilities and/or tasks listed in this job description.   You may be required perform other duties that are not included on this job description. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason, as per terms and conditions of your employment contract.

We are an equal opportunity employer with a commitment to diversity.  All individuals, regardless of personal characteristics, are encouraged to apply.  All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.