Investment Accounting Technical Associate

POSITION SUMMARY:

The Investment Accounting Systems Lead role partners with the Investment Accounting team, IT data team, IT Finance team and primary third-party administrators to provide support, data management, and reporting.  This position will be accountable for managing the data lifecycle and development throughout the Investment Accounting process.

RESPONSIBILITIES: 

• New Requests/Builds
• Collaborate with Investment Accounting data team on any data needs for reporting.
• Define backlog items and requirements/design for IT Data team.
• Design and develop reporting solutions to facilitate the Investment Accounting business process that complements the Global Atlantic Data Strategy.
• Participate in testing and verification of technical solutions.
• General Support
• Become a subject matter expert in Investment Accounting Data Management capabilities.
• Maintain application and reporting requirements to ensure appropriate documentation exists.
• Provide training to new and existing users on current and future functionality.
• Production Process
• Manage and facilitate all incidents from Priority 1 to Priority 4, which includes, but not limited to, providing support to users of applications, responding to user-based questions, tickets and assists with troubleshooting issues within platform.
• Manage day-to-day operational and tactical aspects of multiple projects or requests.
• Provides on-call assistance as requested, for after-hours issues and support needs.
• Resolve incidents if able to, otherwise escalate as needed. (provide tier-2 incident response)

• Role will be responsible for developing and designing Tableau workbooks and dashboards, working directly with end users to elicit requirements and gather feedback.

QUALIFICATIONS: 

• Undergraduate degree in an IT related field or accounting with an MIS focus. 
• 2-5 years’ experience with Fixed Income Investment and/or Investment Accounting, a plus 
• General understanding of Life and Annuity products, a plus 
• 2 years of demonstrable experience with Tableau or Power BI
• Desirable, but not mandatory
• Experience in the following technologies – Relational Databases, Redshift, MS Excel
• Experience with a low-code platform
• Experience in a Virtual Desktop Environment
• Experience with Agile principles 
• Experienced SQL developer with general development skills with proven experience across 2+ programming languages, a plus
• Strong understanding of Fixed Income Investments and awareness of Investment Accounting in the Life and Annuity insurance industry, a plus
• Experience eliciting data requirements from business users.
• Experience building sustainable reports from an organizational data source.
• Proven experience working with vendors
• Demonstrates excellent interpersonal communication skills and documentation skills
• Work cross-functionally within IT, with an emphasis working with a data team.

This role is not eligible for visa sponsorship now or in the future.  

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