SEC Compliance Data Analyst with Form PF experience jobs in United States
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HTC Global Services · 5 days ago

SEC Compliance Data Analyst with Form PF experience

HTC Global Services is seeking an experienced SEC Compliance Data Analyst with a strong background in SEC Compliance Regulatory Reporting and US Filing processes. The role involves performing analysis, supporting reporting processes, and collaborating with cross-functional teams to ensure accurate reporting.

Information TechnologyInsuranceSoftware
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H1B Sponsor Likelynote

Responsibilities

Perform analysis, solutioning, documentation, and support for ongoing production issues related to SEC Compliance Regulatory Reporting and Filing processes
Support enhancements and quarterly/annual reporting processes, including data mapping, validation, and cleansing
Provide post-production data issue resolution and technical support
Work on multiple modules, including Signal, Form PF (Consensus), Symphony Data Warehouse, and LevFin
Collaborate with cross-functional teams and stakeholders to ensure timely and accurate reporting
Engage with clients on a day-to-day basis to understand requirements, provide solutions, and maintain effective communication

Qualification

SEC Compliance ReportingData AnalysisAdvanced SQLInvestment BankingETL ToolsRegulatory Reporting ToolsData CleansingAgile MethodologiesProblem-SolvingCommunication Skills

Required

Minimum of 8+ years of experience as a Data Analyst
Strong knowledge of SEC Compliance Regulatory Reporting processes, including Large Shareholder Disclosure, 13G, 13F2 SHO, and Form PF
Proficiency in ETL tools (Datastage preferred but open to others)
Advanced SQL skills (Snowflake, SQL Server, Oracle SQL/PL SQL – any of these)
Experience with data analysis tasks such as data cleansing, validation, mapping, and solutioning
Hands-on experience with regulatory reporting vendor tools like Confluence Signal and Confluence Consensus
Familiarity with Autosys, AWS, and other data processing platforms
Knowledge of Agile delivery methodologies and tools, including Confluence, JIRA, SharePoint, and ServiceNow
Domain expertise in Investment Banking, Asset Management, or Compliance Regulatory Reporting is mandatory

Preferred

Ability to work independently and collaboratively in a fast-paced environment
Strong problem-solving and analytical skills
Excellent communication and client-facing capabilities

Benefits

Paid-Time-Off
Paid Holidays
401K matching
Life and Accidental Death Insurance
Short & Long Term Disability Insurance
A variety of other perks

Company

HTC Global Services

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HTC Global Services Inc., is a global provider of Information Technology and Business Process Services and Solutions.

H1B Sponsorship

HTC Global Services has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (361)
2024 (367)
2023 (440)
2022 (314)
2021 (227)
2020 (438)

Funding

Current Stage
Late Stage
Total Funding
$1.2M
Key Investors
Michigan Economic Development Corporation
2024-12-10Grant· $1.2M

Leadership Team

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Gunasekaran Nadar
CHIEF FINANCIAL OFFICER
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Girish Arora
Vice President, Financial Services and Insurance
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Company data provided by crunchbase