Data Operations Specialist

Description

• Optimize and centralize an intake of large amounts of data with a focus on efficiency and scalability
• Efficiently validate and ensure data accuracy, integrity, and security
• Support ongoing, real-time tagging and classification of client and investment data across various databases and systems
• Maintain data policies and procedures, inventory, and infrastructure
• Interpret, analyze, and present data in a manner that enhances the internal/external client experience
• Manage risk across responsibilities by closely adhering to firm and regulatory policy, procedures, and processes
• Participate in special projects both within the department as across Hall Capital as needed, which can include recruiting, research liaison, systems processes and automation

• In the first 30 days, you will gain familiarity with our internal systems, data reporting processes, and our people.
• In the first 90 days, you will have a primary focus on the timely processing and review of client investment data as part of our centralized data aggregation and governance process.
• In the first year, you will have developed strong ownership and command over our data aggregation platform, serving as a key contributor in helping us reach our data centralization and operational efficiency goals.

• Enjoy working with large amounts of client investment data, complex problem-solving as it relates to data and operations, and working in a team-oriented culture built on collaboration.
• Value and model the attributes that make our team great: Collaboration, excellence, good judgement, initiative, innovation, integrity, and leadership.
• You believe that diversity and inclusion drive more robust dialogue and improved decision-making, and you share our commitment to fostering an inclusive culture.
• Have a Bachelor’s degree with concentration in accounting or related (such as finance or economics)
• Have 1-2 years of private fund administration or financial reporting experience
• Possess a keen interest in data management, operations, and, technology
• Can tackle complex, multi-dimensional problems and come up with actionable solutions
• Possess a basic knowledge of financial markets
• Are able to balance both a of strong process orientation and are willing and capable of “thinking outside of the box” in identifying solutions
• Demonstrate a strong ability to multi-task and balance time-sensitive priorities while maintaining a high level of attention to detail and accuracy
• Operate with excellent organizational skills, demonstrating the ability to handle pressure and work in a fast-paced, deadline driven environment
• Have excellent written/verbal communication and interpersonal skills
• Prioritize strong customer/client service orientation
• Are highly responsive to internal and external requests; always willing to “go the extra mile”
• Work effectively in a collaborative and collegial team environment
• Are proficient in Microsoft Excel and Word. Advanced Excel skills are preferred
• Have knowledge of Advent/APX, MS Access, SQL and VBA (this is a plus but not required)
• Are able to quickly adopt to new technology platforms

• Generous benefits package, including employer-paid health coverage options, a 401(k) plan with employer match, and pre-tax benefits for transit, health, and dependent care
• 4 weeks of Paid Time Off
• Annual wellness benefit that covers a broad range of activities including Physical, emotional, family, intellectual and financial expenses.
• Professional development funding and training sessions
• Social events plus volunteer and philanthropic opportunities
• A collaborative, inclusive culture that is committed to attracting, retaining, engaging, and developing a pool of talent that is diverse along many dimensions (read more here.)