Integration Analyst

Job Description

The Integration Analyst is responsible for processing daily tasks associated with M&A Integration projects, collaborating with various product sponsor companies to successfully transition assets. The role requires handling routine and complex transactions accurately, timely, and efficiently, while proactively identifying, interpreting, and resolving potential problems. The analyst will independently follow procedures to meet service level agreements and achieve quality metrics, learn, use, and support various financial products, software, and systems, and comply with company policies and regulatory requirements.

Responsibilities

• Process daily tasks associated with M&A Integration projects.
• Collaborate with various product sponsor companies to transition assets.
• Handle routine and complex transactions accurately, timely, and efficiently.
• Identify, interpret, and resolve potential problems proactively.
• Follow procedures independently to meet service level agreements and achieve quality metrics.
• Learn, use, and support various financial products, software, and systems.
• Comply with company policies and regulatory requirements.

Essential Skills

• Asset management
• Asset control
• Financial data management
• Wealth management
• Understanding of regulatory documents

Additional Skills & Qualifications

• High School Diploma
• Proficiency in MS Office Suite
• 2-4 years of experience in financial services or wealth management
• Project Management experience is a plus

Work Environment

The position requires working in the West Des Moines office at least two times per week. The work environment is collaborative, requiring interaction with various teams and use of financial products, software, and systems.