Who we are looking for

Officer level independent contributor needed for the Alternative Investments Transformation team.  This role will work closely with Alternative Investments technology, various internal and external stakeholders in a varied and challenging role. A good candidate is able to familiarize themselves with existing solutions quickly and design meaningful solutions for our internal operations team as well as the client. Additionally, candidates must be well-organized and able to deliver projects in a timely manner. Candidates must demonstrate strong initiative, be able to perform well under pressure and be capable of working on multiple, diverse assignments.

As Crystal Report Writer you will

• Work with the Operations team using Private Capital Suite (Investran) to create/modify report and feed requests from the business and our clients using Crystal Reports Designer.

• Assist in the requirements gathering, documentation, and building of Investran Report Wizard drivers.

• Assist in reviewing and resolving reconciliation issues identified.

• Assist in semi-annual and annual audit processes.

What We Value

These skills will help you succeed in this role:

• Excellent communication skills

• Creative problem-solving skills and analysis skills to help build solutions

• Initiative, self-motivation and the ability to work independently

• Strong relationship-building skills

• Sense of urgency when performing tasks and projects; ability to respond to shifting priorities

• Effectively communicate progress and escalations

• Be a team player yet display a culture of individual ownership of tasks.

Education & Preferred Qualifications

• Bachelor’s degree in a relevant field of study.

• 3+ years of experience transforming and reconciling data within an investment firm in a technology, front office or software related role

• Experience developing Crystal Reports

• PC Skills – Microsoft products (Word, Excel, PowerPoint, etc.), Investran, Jira and Confluence

• Preferred experience in Alternative Investments.

Salary Range:

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Job Application Disclosure:

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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