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Data Analyst II, Expert
Job Description
- Validate, reconcile, and process corporate action events across internal systems and external sources (e.g., custodians) to ensure timely, accurate execution and effective exception resolution.
- Manage the full corporate action lifecycle—from announcement through election/entitlement, instruction, confirmation, and posting—maintaining appropriate audit trails and escalating issues as needed.
- Knowledge of investment operations and asset servicing functions across the trade and post‑trade lifecycle, including settlement, corporate actions, proxy events, tax processing, and fixed income lifecycle events.
- Understanding of custodial operating models, operational risk controls, and fiduciary requirements within a pension fund environment.
- Familiarity with investment operations systems (ProxyExchange, DTCC, SWIFT, Bloomberg, TradeNeXus), data reconciliation, and reporting tools, with the ability to collaborate effectively across internal teams and external service providers.
- Proficient in a Windows-based environment, including Microsoft Office (with advanced Excel functions and macros), database systems, reporting tools, and other business software.
- Skilled in conducting data research and analysis, evaluating large data sets, performing statistical analysis, and producing clear, accurate, and actionable reports.
- Effective communicator with the ability to convey complex technical information clearly and concisely, both verbally and in writing, including the presentation of analytical findings.
- Highly organized, with the ability to plan and coordinate work across multiple tasks and priorities, meet frequent or competing deadlines, and operate effectively in a fast‑paced environment.
- Demonstrated capacity to establish and maintain effective working relationships with co‑workers, agency staff, and external contacts.
- Proven effectiveness in operating within a continuous‑improvement environment and adapting to evolving requirements and priorities.
- Skilled at collaborating and contributing effectively within a professional, team‑oriented environment.
- Bachelor’s degree from an accredited four-year college or university with major coursework in business administration, finance, accounting, information technology, or related field.
- A master’s degree in a related field may substitute for one year of the required experience.
- Three (3) years of full-time investment operations, data management, accounting, financial analysis, trade settlement, or related experience requiring compilation, reconciliation, or analysis of detailed information.
- Experience with modern investment book-of-record platforms through day-to-day use and/or platform implementation.
- 403(b) matching
- Dental insurance
- Health insurance
- Vision insurance
Meet Your Recruiter
Jennifer Cortinas
Recruiter
Jennifer Cortinas is a professional recruiter for GSG Talent Solutions, with many years of professional experience. Starting in 2021, Jennifer’s expertise is working with people with disabilities with the Vocational Rehabilitation and Employment Program. With extensive experience as a Job Placement Specialist, Job Skills Trainer and Director of her own company, Jennifer’s passion is helping people to find meaningful, purposeful work, and she could not ask for a more rewarding position and profession. Business attitudes are shifting toward social impact and inclusivity, and Jennifer is right there championing the many talents of people with disabilities and how they can add real value to not only the workforce, but the economy as a whole– part of a new vision for the future of work. She looks forward to continuing to bring employer partners and talented, qualified candidates together to create meaningful, purposeful work for our clients and give hope to those who might not have it. “The only disability in life, is a bad attitude.”