Bessemer Trust · 18 hours ago
Data Management Analyst
Woodbridge, NJ
Full-time
Hybrid
Mid Level
$75K/yr - $85K/yr
3+ years expBessemer Trust is a family office overseeing substantial wealth for clients, and they are seeking a Data Management Analyst to support their Data and Tax Operations department. The role involves collaborating with teams to improve data processes, assist in identifying data issues, and manage project progress in a fast-paced environment.
Financial ServicesWealth Management
Responsibilities
Support the workload and collaborate with the Data and Tax Operations teams in a fast-paced environment as required to meet deadlines and obtain knowledge of various systems and applications
Assist the department supervisors with the identification of data issues, process improvements, and strengthen procedures as needed
Acquire knowledge about validation rules, new data fields/values, queries, operational tables, data structures, and definitions that impact data processing and maintenance within the trust accounting systems and applications. This includes maintaining relevant documentation
Assist with concurrent projects that improve data, processes, or user experience to increase efficiency and reduce errors, which includes collecting requirements, sequencing activities, and creating documentation
Monitor project progress and milestones
Work independently and on a team to build relationships throughout the organization
Collaborate with internal counterparts, which include Legal and Compliance, Global Plus Support, and Oracle database developers
Qualification
Required
Leadership and financial industry experience
Support the workload and collaborate with the Data and Tax Operations teams in a fast-paced environment as required to meet deadlines and obtain knowledge of various systems and applications
Assist the department supervisors with the identification of data issues, process improvements, and strengthen procedures as needed
Acquire knowledge about validation rules, new data fields/values, queries, operational tables, data structures, and definitions that impact data processing and maintenance within the trust accounting systems and applications
Maintain relevant documentation
Assist with concurrent projects that improve data, processes, or user experience to increase efficiency and reduce errors, which includes collecting requirements, sequencing activities, and creating documentation
Monitor project progress and milestones
Work independently and on a team to build relationships throughout the organization
Collaborate with internal counterparts, which include Legal and Compliance, Global Plus Support, and Oracle database developers
Preferred
Bachelor's degree
3–5 years of corporate experience
Microsoft applications (Excel, PowerPoint, Word, and Access)
PL/SQL, Jira, Informatica IDMC, Apex, FIS Global Plus, Robotic Process Automation experience is a plus
Excellent verbal and written communication skills – dealing with various business, operational units, and stakeholders
Detail oriented with excellent organizational skills
Research and analytical skills
Solid work ethic, innovative thinking
Benefits
Competitive base salary plus discretionary annual bonus for select positions
A 401(k) plan with a generous annual profit-sharing contribution
Personalized development and career opportunities, including tuition reimbursement support
Comprehensive medical, dental, and vision plans with zero contributions for employee coverage
Employee assistance (EAP) and wellness programs
Hybrid work environment: 60% in office, 40% remote for most positions
Paid time off and paid parental leave
Employer-paid life insurance and short- and long-term disability coverage
Legal services and financial wellness plans at no cost to employees
Company
Bessemer Trust
Bessemer Trust is an investment management, wealth planning, and client service.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Kira Rosoff
Senior Vice President, Senior Wealth Advisor
R
Ryan Bottin
Vice President, Client Advisor
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