Data Analyst - Investments

Description
Department: Investments
Job Type: Regular Full Time
Education Level: BA/BS or combination of education and experience
Required Years Experience: 5
Church Pension Group (CPG) is a financial services firm located in Midtown Manhattan. CPG was founded in 1917 to provide pension benefits to eligible clergy of the Episcopal Church. Since then, its mission has expanded to include life and disability insurance, health benefits, property & casualty insurance, and publishing.
The Investment Group is responsible for the prudent investment of the retirement, health, and insurance portfolios supporting the clergy and lay employees of the Episcopal Church. The Data Analystas a member of the Investment Group, ensures that key data and information are organized and available to support investment decisions and oversight.
ESSENTIAL DUTIES AND RESPONSIBILITIES: Include the following. Other duties may be assigned.

• Effective performance of the essential functions of this position requires regular in-person, on-site interaction with colleagues, both for purposes of relationship building and meaningful collaboration
• Overall management of operational aspects of Dynamo software system (CRM / electronic data storage system)
  • Set up and maintain data architecture
  • Create new entries (e.g. AGM notices, firm profiles and status, CPF coverage)
  • Monitor system and report errors / software issues to provider and work to resolve them
  • Participate in bi-weekly internal meetings with key users to discuss operations and enhance system function
• Electronic filing of external investment communication
  • Manage asset class inboxes
  • Maintain portal logins and multi-factor authentication information
  • Extract documents from portal/websites
  • File documents (e.g. financial reporting, capital calls / distributions, legal notices, external correspondence, manager and consultant research).
  • Identify and inform MDs of actionable items.
• Support cashflows and NAV reconciliation process between custodian and data vendors
• Provide secondary data-related support in the quarterly board reporting process
• Assist in developing data flows and maintaining data sets and create reports through business intelligence tool
• Contribute to other departmental operations and data technology deliverables as requested

QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Intermediate computer skills
• Intermediate - advanced Excel
• Understanding of investment, finance and accounting principles
• Knowledge of investment databases and business intelligence preferred
• Familiarity with LP Analyst, Domo, Dynamo, Caissa, SQL and/or VBA a plus
• Demonstrated interest and ability to learn new programs and investment systems
• Focus on accuracy and ability to meet deadlines

EDUCATION and/or EXPERIENCE:

• B.S. or B.A. required. Computer Science, Finance or Accounting preferred
• 5+ years of relevant technology and investment information management work experience preferred

PHYSICAL DEMANDS
Commuting to the NY office, on average, three days a week. Extensive use of a computer keyboard is a demand of the position to perform the essential functions of this job successfully. Reasonable accommodations may be made to enable someone with a disability to perform the essential functions of this position.
• Minimal occasional travel could be required. Travel conditions may vary
WORK ENVIRONMENT
Hybrid (two days working from home, three days working in a standard office environment). Church Pension Group employees must maintain a professional, compassionate, and trustworthy work environment always. Reasonable accommodations may be made to enable someone with a disability to perform the essential functions of the job within this environment.
Salary Range: $76,400 - $98,000
Join us and Create A Better Future For Yourself!
Flexible Benefits available to eligible employees:

• Medical (including Vision)
• Dental
• Supplemental Dental

Core Benefits automatically provided to eligible employees:

• Employer funded defined benefit pension plan (five year vesting)
• Employee Life Insurance
• Spouse and Dependent Life Insurance
• Accidental Death and Dismemberment (AD&D) Insurance
• Short-Term Disability (STD) coverage
• Long-Term Disability (LTD) coverage (elected as either pre-tax or after-tax)
• Business Travel Accident Insurance
• Worker's Compensation
• Employee Assistance Program
• Retiree health insurance (eligible after 10 years)
• Retiree life insurance

Elective Benefits available to eligible employees:

• 401(k) with matching contributions (immediate vesting)
• Flexible Spending Accounts (FSAs)
• Commuter Benefits
• New York's 529 College Savings Program (NY State residents)

Educational Assistance Program available to eligible employees
Maternity/Paternity Leave available to eligible employees
Time Off available to eligible employees: Vacation, Sick, Personal and Holidays
In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire. Please understand that, as a general policy, CPG does not sponsor visas.
EOE: Minorities/Female/Disability/Vet/Sexual Orientation
If you are a CPG employee, please use your CPG email address when creating your profile to apply.