Job Description

About the Firm

Asset Dedication is an investment management firm that uses financial technology to deliver strategies to the clients of financial planners. It grew out of a research project at the University of San Francisco that sought to provide individual investors with a tool common in the pension world: liability-driven portfolios. Our goal was to help people with retirement investing with a strategy that will allow them to live in retirement with much less stress over their finances.

We wrote the book “ Asset Dedication ” and have become a technology platform partner and software solution for fee-only financial planners across the country, providing back office and portfolio management services (we are a Turnkey Asset Management Platform known as a " TAMP ”). We were the 14th fastest growing TAMP nationally in 2022, managing over $2.5 billion for over 70 personal financial planners across the country.

About the Position

As an entry-level or associate Business Process Analyst, you will have the opportunity to improve every aspect of a growing company that values creative problem solving and helping people. At Asset Dedication our primary focus is helping financial planners so they can focus on what they do best, which is planning and helping their clients. We also have a strong focus on process optimization, and build our own internal automation technologies. These “robots” execute back-office tasks in our internal systems, which increases the productivity of our team and frees up time to focus on other high-level tasks. Your primary responsibility will be to analyze, document, and optimize how data moves through our systems to create efficient, standardized, and scalable automated processes. Our user-facing systems consist of Tamarac Reporting , Tamarac Trading , and AdvisorSpace, which is our in-house platform designed to offer solutions for Financial Planners. You will play a pivotal role in connecting the operations team, trading team, development team, and end users by harmonizing their objectives, requirements, and priorities.

Job Responsibilities

• Outline current workflows, processes, and systems to produce comprehensive documentation.
• Identify and record how data is gathered, stored, and accessed across various systems.
• Enhance and refine current business processes, primarily focusing on data flow, to improve efficiency and enhance productivity.
• Identify opportunities and develop solutions for workflow automation, process optimization. and improved data flow.
• Design and document new workflows and standard operating procedures.
• Create automated scripts or "workers" designed to detect erroneous or inconsistent data within a database.

Requirements

Soft Skills

• Preference will be given to candidates with experience in process improvement and systems analysis within a business or technology setting.
• Utilizing analytical reasoning and problem-solving skills to assess complex processes, pinpoint inefficiencies, and develop effective solutions.
• The capability to transform business requirements into technical specifications and communicate technical concepts to individuals without a technical background.
• Ability to adjust focus in response to changing organizational priorities or to acquire new tools or frameworks to tackle emerging challenges.
• Meticulous attention to detail
• Strong inclination to document procedures in order to produce clear technical documentation and user manuals.
• Capability to thoughtfully evaluate information and develop solutions that align with the financial industry as well as the company’s products, policies, and procedures.
• Being a self-motivated individual with excellent organizational skills and efficient time management is crucial for thriving in a remote work environment.
• A strong sense of curiosity and a commitment to ongoing learning to explore new technologies that can improve process efficiency.

Technical Skills

Familiarity with the following skills is a plus, but we welcome candidates who bring a willingness to learn and grow:

• Intermediate to advanced Excel skills, including experience with pivot tables and data manipulation.
• Basic to intermediate knowledge of SQL for querying databases.
• Ability to clean, transform, and analyze data to identify trends or issues.
• Understanding of data governance and quality management services.
• Data visualization tools (Tableau, Power BI).
• Basic programming skills for automating tasks or integrating systems (JavaScript, Python, R ).
• Familiarity with workflow automation tools and concepts (Low-code platforms like Zapier or Microsoft Power Automate)
• Proficiency in creating process diagrams, flowcharts, and workflows (Lucidchart, Visio, or similar BPMN tools)
• Experience with cloud-bases platforms for collaboration and storage (Google Workspace, Microsoft Office 365, Slack, and other productivity tools)
• Familiarity with AI-driven tools for process improvement

Nice to Have

• Experience with Envestnet Tamarac reporting and trading platforms (or equivalent software like Orion or Black Diamond).
• Bachelor’s degree in either business administration, data science, or computer science, or a related field of study. In lieu of a degree, 4+ years of experience of relevant experience may suffice.

Benefits

• Health Care Plan (Medical, Dental & Vision)
• Retirement Plan with Matching
• Paid Time Off (Vacation, Sick & Public Holidays)
• Family Leave (Maternity, Paternity)
• Work From Home
• Education Stipend

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