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Work with internal and external datasets and client reference data to support statistical, financial, and econometric model development. Prepare standard and ad hoc reports, perform data management, run models, identify exceptions, and take corrective actions while providing analytical support under general guidance.

Manage and analyze transfer agency operations for moderately complex clients; lead client onboarding and internal conversions; report key metrics; resolve escalations; drive process and control improvements; lead project initiatives; partner with technology and business teams; mentor junior staff; analyze data to mitigate risk and identify revenue opportunities.

Lead and analyze transfer agency operations for moderate-complexity clients; manage client onboarding and conversions; produce metric reporting and process controls; lead projects and coordinate with technology and business teams; analyze data to mitigate risk and improve client relationships; mentor junior team members.