Business Analyst II
Work Location: 100 South Charles Street, Baltimore, Maryland 21201
Duration: 6 months
Pay Rate: $21.34
Tableau and Excel are required
WM EIAC plays an important role within the firm and will engage our Global counterparts as well as key stakeholders within the Business, Risk, Compliance, and Legal teams.
- Prior experience in developing and managing recurring metrics and supervisory/team dashboards.
- Detail oriented with superior attention to detail.
- Ability to effectively multi-task and manage deadlines.
- Advanced proficiency in MS office applications (particularly Excel), and Tableau.
- Intermediate analytical / critical thinking and problem-solving skills.
- Ability to craft sophisticated metrics pack for upper management.
- Ability to work both independently, as well as in a team-oriented, collaborative environment.
Level of Education
Bachelor’s Degree and previous technical experience.
Previous experience compiling metrics in the financial industry a plus.
Analyze and improve current metrics reporting pack for department (including MIS, monthly metrics, and tracking of Fiduciary and Beneficiary Exception Requests). Review current systems to identify opportunities to capture additional data and metrics to provide supervisors and management with increased visibility into team performance. Evaluate current systems in development to provide feedback to maximize future metrics. Perform testing and assist with implementation of newly developed systems.
Employee Investing and Activities Compliance is a Global function that crafts policies, and provides guidance, to employees of the Firm regarding employee trading restrictions, black-out windows for trading Firm securities, and engagement in certain activities conducted away from the Firm.
The Wealth Management Employee Investing and Activities Compliance Team (WM EIAC) provides coverage for the Retail Branch Offices and the Home Office business units within the Broker-Dealer Division. WM EIAC reviews requests from employees and advises employees, and their supervisors, regarding potential conflicts of interest related to outside securities accounts, outside business activities, private securities transactions (collectively “Outside Business Interests,” and fiduciary and beneficiary exception requests.