Business Analytics & Reporting Analyst Ii

Note: We are in the process of converting onto the Envestnet (ENV2) system and we are looking for candidates to help us with the conversion. Experience onboarding the Envestnet platform is a big plus. We are looking for candidates with working experience with the Envestnet system. The Ideal candidate would have knowledge of the following Envestnet functions. Generating Trades Service Requests Overlay Models creation and use of Investment Policies Investment Lists creation and use of Investment Policy rules The ideal candidate would also have experience either generating orders in Envestnet with Sponsor or advisor trading tools.

Description:

OVERVIEW:

This position will be responsible for providing support to their unit (dept) working across several simultaneous projects/programs by creating new reports and dashboards, expanding on existing metrics, as well as continuous review for data improvement.

PRIMARY RESPONSIBILITIES:

• Develop and produce departmental reports and spreadsheets requiring advanced reporting skills to include but not limited to project or product strategy analysis, historical reporting, work flow analysis, and financial analysis.
• Complete other related duties as assigned.
• Drive continuous improvement of existing processes, develop new processes or enhance existing processes where required including maintenance plans, procedural documentation and custom tools for automation. Identify resources that can be utilized to support business operations or improve existing business processes. Provide input and recommendations to management.
• Perform non-routine analysis and judgment-based work over a single or closely related disciplines to support business decisions.
• Promote an environment that supports diversity and reflects the M&T Bank brand.
• Perform non-routine data review, research, and/or reconciliation.
• Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.
• Take a lead role / participate in the planning, testing, and implementation of new projects, systems, products and regulatory changes impacting the team.
• Support departmental audits, user certification and compliance testing.
• Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
• Create and interpret project or program reports. Deliver information in a format that is easy to use utilizing dashboard and slide deck presentation methods.
• Participate in the planning and implementation of new projects, programs, and plans to achieve short and long term business objectives.
• Assist with technical troubleshooting and escalations, coordinating with business partners, vendors and technology to address issues for the team.

EDUCATION AND EXPERIENCE REQUIRED:

• OR in lieu of a degree,
• A combined minimum of 6 years higher education and/or work experience.
• Bachelors and a minimum of 2 years related business line experience,