The Role
Company Overview:
Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions. Located just outside of Washington D.C., the firm specializes in unique thematic investment research and asset management. Chevy Chase Trust offers clients direct access to decision-makers and is built to put clients and client success over everything else. From thematic investment management to estate and financial planning, we show our commitment to inventive thinking and client service.
Our global, macroeconomic outlook means we do much more than observe and follow trends. Instead, we seek out ideas. It takes more than one kind of person to contribute to this culture. It takes all kinds of people thinking in unconventional ways—with a singular focus.
Job Purpose/Summary of the IT Operations Support Analyst:
The IT Support Analyst responsibilities are to coordinate IT operations across a diverse set of front-office stakeholders and back-office service providers/vendors supporting a leading wealth management company. The successful candidate will have experience supporting IT operations and coordinating processes across a diverse set of stakeholders and vendor systems.
Summary of Competitive Benefits & Perks:
- Health/Medical Insurance including Dental and Vision
- 401(k) with company match
- Paid time off
- Bonus/Target Incentive
- Tuition Reimbursement
- Complimentary usage of modern in-house fitness center
- On-premise full-service dining center discounts
- Discounts via the company’s EAP
- Monthly Employee Recognition Programs
- Referral bonus
- Pre-tax transportation options
- Plus more!
Essential Job Functions of the IT Operations Support Analyst:
- Working as a member of an operations team, oversee production job schedules, triage problems, communicate issues/failures to key stakeholders, and implement improvements.
- Actively manage change requests to our Agile oriented processes and procedures.
- Provide support for system operations.
- Defining requirements, work closely with application providers/vendors negotiating positive improvements with existing vendor systems, software, and processes.
- Support Trustnet, a centralized customer resource management, data warehouse and investment portfolio management system.
Required Education & Experience of the IT Operations Support Analyst:
- Bachelor's Degree in Computer Science, Finance, or relevant IT Operations experience
- 2-4+ years supporting users and operations in a complex environment
Additional Job Qualifications of the IT Operations Support Analyst:
- Experience using and administering a task ticketing system (JIRA is a plus).
- Understanding of financial investment vendor systems (Charles River, Bloomberg, FIS Global Plus, FactSet) a plus.
- Proficient at performing complex data analysis using SQL, Excel, and other tools.
- Experience in full life-cycle software development methodologies, writing requirements, and developing/executing test plans (automated and manual).
Core Company Competencies of the IT Operations Support Analyst:
- Excellence
- Ethics/Integrity
- Results
- Teamwork
Core Job Competencies of the IT Operations Support Analyst:
- Works independently and collaboratively - Will be able to be self-sufficient with minimal supervision as well as work well share information and best practices with colleagues.
- Multi-task - Organize job-related activities to meet established deadlines.
- Communication - Interact with employees at many levels of the organization and must have the ability to express ideas and information orally and in writing keeping in mind the intended audience.
- Working Conditions/Physical Requirements
- Working hours 7am-3pm. The beginning of the day – working from home, then in office. We are transitioning to 5 days in office from current 3 in and 2 out.
Other Duties of the IT Operations Support Analyst:
- This position description is intended to describe the general content of and requirements for performance of the position responsibilities. It is not to be construed as an exhaustive statement of essential functions, responsibilities or requirements nor meant to exclude other duties as assigned.
The actual base pay offered is determined by several variables, including, as appropriate, the applicant's qualifications for the position, years of relevant experience, distinctive skills, level of education attained, certifications or other professional licenses held. Base pay is one component of Chevy Chase Trust's total compensation package, which also includes access to or eligibility for healthcare benefits, a 401(k) plan, short-term and long-term disability coverage, basic life insurance, bonus plans and more.
Chevy Chase Trust is proud to be an equal opportunity workplace. We foster an environment that recognizes employees’ unique skillsets and ensure that all employees have an equal opportunity to grow and advance.
If you are a candidate in need of assistance or an accommodation in the application process, please contact [email protected] or 301-986-6000.
Equal Opportunity Employer/Veterans/Disabled
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The Company
What We Do
Founded in 1892, B. F. Saul Company has been one of the most successful privately-owned real estate companies in the United States. Our growth has been the result of a commitment to exacting standards and the belief that knowledge of the marketplace, when paired with the ability to commit substantial resources, will bring exceptional rewards.
