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Jobs -Client Data Project Analyst – Federated Hermes

Client Data Project Analyst
Federated Hermes / Warrendale, PA

JOB OPENING #:     7755

POSITION TITLE:     CLIENT DATA PROJECT ANALYST (Download PDF)

DEPARTMENT:        CLIENT DATA AND FUND ADMINISTRATION

POSITION SPECIFICATIONS:
  • Bachelor degree or equivalent experience required
  • Three years of business experience required; Federated experience preferred
  • Experience working with relational databases required
  • Proficiency in Microsoft Office including Word, Excel, Access, Visio and MS project required
  • Experience in the mutual fund or financial services industry preferred
 MAJOR DUTIES:
  • Establish and manage the Sales Structure in Federated’s sales reporting system (MARS), which includes the management of Division, Department, Region and Manager data at each level of the sales hierarchy
  • Establish and manage the Channel Association for each sales channel
  • Identify, establish and manage territory data within each sales channel
  • Identify, establish and maintain geographical and other sales-defined boundaries associated with each channel/territory
  • Manage territory-related assignment disputes or inquiries by analyzing the change request, evaluating the impact, and consulting with Sales Management in order to effectively disposition the dispute or inquiry
  • Manage and execute changes for sales channel and territory realignments; partner with Sales Management, Sales Administration and Decision Support to plan timelines, assess impacts and identify associated tasks to deliver the desired results within prescribed timeframes
  • Manage manual and automated processes for cleansing data to ensure data accuracy, conduct analysis of sales territory data and work closely with Sales Management, Sales Administration and Decision Support to align and define sales boundaries
  • Identify and implement solutions to continuously improve CRM data quality
  • Coordinate projects as assigned and complete follow-up analysis and documentation as required
  • Support strategic CRM/Sales initiatives with requirements gathering, research, analysis and project execution
  • Assist with the creation of project and business requirement documents to support technology and business process changes
  • Identify and recommend business process improvements and system enhancements to advance operational efficiencies
  • Identify system issues, test and confirm the design and accuracy of new and/or remediated functionality. Partner with the vendors and BISD on defining required system enhancements or fixes
  • Define and implement testing strategies relevant to the Territory Management functions to support MARS and TotalClient interim or major releases, including designing and executing test plans, documenting test results and triaging issues in partnership with the vendors and BISD
  • Effectively represent business unit and its clients in meetings with internal departments (Investor Services, Sales, Legal, Decision Support, Internal Sales, Sales, etc.) and Federated’s vendors (DST, SSB, DTCC, SalesFocus, SalesPage and others, as necessary) to resolve administrative and operational issues affecting client relationships.
  • Provide technical or business guidance in a consultative role to our sales and sales support internal clients regarding questions and issues related to MARS and TotalClient data.

 

HOURS/LOCATION:

8:30 a.m. – 5:00 p.m. (overtime as required)

Warrendale location – Warrendale, PA  15086

 

EXPLANATORY COMMENTS:
  • Demonstrate solid decision-making, problem solving and analytical skills with particular attention given to detail and accuracy
  • Strong written and oral communications skills
  • Excellent time management skills with ability to handle multiple projects/priorities simultaneously
  • Flexibility to work independently and as a member of a team

 

COMMENCEMENT DATE:  01/23/2020

Federated Hermes is committed to providing equal employment opportunities to qualified individuals without regard to the following criteria: race, color, national origin, religion, sex (including pregnancy), sexual orientation, gender identity or expression, mental or physical disability, age, familial or marital status, ancestry, military status, veteran status or genetic information as well as any other prohibited criteria under any applicable local, state or federal law.

 

Please Note: Due to COVID:19, all of our events will be held virtually. Learn More.

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