Bates Group · 2 days ago
Associate, Regulatory
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Responsibilities
Accountable for preparing more complicated schedules with the expectation that a minimum of your time will be spent on standard analysis
Acts as a subject matter expert and provides leadership and regular coaching to junior staff
Consults with case managers and experts regarding case work product
Accountable for reviewing and preparing technical work product and presentation materials through the use of computer modeling, including the development of comprehensive and complex work product
Accountable for progress towards discussing/explaining Bates Group products with case managers and providing input into how to address case issues
Occasional maintenance or building of resource databases for future use
Implement new analysis tools and methods and develop trainings regarding those methods for others
Adheres to firm administrative policies, professional conduct and practices
Assumes other duties as assigned by management
Key performance indicators will be agreed upon on an annual basis and are based on the essential functions of the job and the Company strategic plan
Qualification
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Required
BS or BA from an accredited college or equivalent experience working in professional services; accounting, legal or financial services
3 years relevant experience
Must be able to work evenings, and weekends as projects demand
Technical knowledge – Ability to utilize SAS, Python, R, or SQL to analyze big data. High level experience with Microsoft Excel including experience in complex formulas, pivot tables and charting.
Research skills – Ability to gather, analyze, and summarize data from client databases, public and commercial databases and specialized industry resources
Organizational skills – Ability to prioritize tasks and meet deadlines
Interpersonal skills – Applies flexibility when faced with multiple project deadlines; exceptional capability to work independently and as part of a team, and interact with all levels of staff and management
Comprehension and Business Writing - Ability to read and interpret general and specialized business periodicals, professional journals and government regulations, and proofread reports and business correspondence written in English; able to follow written and oral instructions
Demonstrable experience with process improvement and automation
Strong communication skills, both written and verbal
Ability to grow towards client facing responsibilities
Strategic thinking and excellent organization and time management skills
Acts in line with Bates’ core values
Annual performance evaluation based on position’s expected KPI/measurements
Attainment of annual goals established between supervisor and incumbent
Preferred
Experience with other graphical data programs, such as Tableau or PowerBI