Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

The Lead Analyst develops and maintains complex operational processes for the Company s general and separate accounts using various front office investment systems to support portfolio management. Researches ad-hoc complex investment data needs to determine efficient and accurate data flow, and responsible for portfolio management, board, risk management and client reporting.

What you will do

• Serve as a Portfolio Manager's primary point of contact with investment operations, compliance, client service, and business analysts.
• Support portfolio managers, including: monitoring portfolio performance; conducting statistical analyses; assembling and reviewing data; completing performance attribution analyses; monitoring cash flows; maintaining target allocations and completing ad hoc and recurring analyses.
• Provide guidance and/or training to junior operations staff but does not have formally assigned management authority.
• Coordinate, perform and document complex investment operational processes.
• Prepare daily, monthly and quarterly reporting for portfolio management, board, risk management and client reporting purposes. This includes creation, documentation and presentation of new report packages to management based on management requirements.
• Research, determine and document process improvements and system enhancements to increase overall effectiveness and efficiency to support trading and portfolio manager initiatives.
• Assist with new process implementation.
• Reconciliation, review and management of investment data within the investment systems.

What you will bring

• Bachelor's Degree in Finance, Economics, Math, Accounting or Business Administration required.
• MBA, CFA or other professional designation preferred
• Ten plus years of experience in finance, accounting, math or investment operational roles

What will set you apart

• Strong understanding and experience with fixed income financial instruments and the markets as well as strong analytical and quantitative skills Intermediate in MS Office (Excel, Access and Power Point) required
• Experience with SAP Crystal Reports, SAP Business Objects Web Intelligence (WEBi) or similar report design software, Bloomberg, Barclays Live, Barclays POINT is highly desired
• Strong communication skills and attention to detail required
• Continuing/post graduate education or professional certification may be required (e.g. MBA, CFA, etc.)
• Travel potentially up to one or two times per year.

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• Medical, dental, vision and life insurance
• Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time - 16 hours per calendar year
• Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.

Base Salary Range
$98,900.00 - $139,700.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer • Drug-free workplace

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***

Job Posting End Date at 12:01 am on:
03-06-2025

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