dcsimg

Career Story: Data Analyst At A Custodial Bank

Data Analyst At A Custodial Bank

Job Title: Data Analyst

Type of Company: My company provides resources and solutions for corporate governance issues and proxy voting. In addition, they provide solutions for assessing the risks in a client's portfolio.

Education: BA, Economics, Boston University •• MS, Finance, Boston University •• MA, Accounting, American University

Previous Experience: I worked for four years in the research group for corporate actions at a custodial bank. I started as an entry level analyst and left as a manager of the group.

Job Tasks: My day typically starts with flipping through emails I've received since leaving work the day before. This is a global organization and there are always people working at all hours of the day and night. I then review a set of about 8 reports that are automatically generated for me and which lay out the work that needs to be done over the next few days. I coordinate with our research group to ensure that the data required by our systems is available and on time. Throughout the day, I respond to questions that my co-workers and our clients have for me.

One of the most time-consuming tasks I have is checking that all the voting our clients have done is being processed correctly by the companies which are responsible for tallying the ballots. The amount of work I have to do varies with the seasons. The peak season is from February through the end of June. During this time, it's not unusual for people to work overtime here. But once the peak season has passed there is not a lot of work to do. During our off-time, we typically review what went right and what went wrong during the busy season and work on projects that we didn't have time for earlier.

Best and Worst Parts of the Job: The best part of the job is knowing what an impact my work has on the everyday operations of companies around the world.

The worst part of my job is when our systems fail and we need to resort to doing work manually that would otherwise be done by the computer.

Job Tips:
1. Take courses about financial markets and instruments so that you can get a good understanding about the complexity of them.

2. Pursue an internship whenever possible. It's the best way to see if this is an industry that interests you.

3. Be open-minded to different tasks. Not every part of the job will interest you, but that doesn't mean they're not important.

Popular Schools offering Financial Analysis Programs

quickinfoClick the Visit School Site buttons to go directly to a school's website and learn more about the school and programs it has to offer. School website will open in a new tab. .

Click the Request Info buttons to request more information from a representative at the school

Matching School Ads

Which career path will you take – Business, Nursing, Education, Psychology? Something else? GCU offers more than 100 majors to get you started!

  • Programs: M.B.A.: Finance, B.S. in Finance and Economics, B.S. in Accounting, more...
  • Degrees: Master, Bachelor

The Forbes School of Business® combines the power and flexibility of online learning with high-quality, topical Forbes content.

  • Programs: MBA - Finance, BA Finance, MA Accountancy - Audit, more...
  • Degrees: Master, Bachelor

Colorado State University-Global Campus

Colorado State University-Global Campus (CSU-Global) offers career relevant bachelor’s and master’s degree programs for working adults and nontraditional learners.

  • Programs: Master in Finance, Master - Professional Accounting, Graduate Specialization - Accounting, more...
  • Degrees: Master, Bachelor

Earn your graduate degree online with Northcentral University.

  • Programs: Financial Management - PhD in Bus. Admin., Financial Management - D.B.A., Advanced Accounting - PhD in Bus. Admin., more...
  • Degrees: Doctorate

Welcome to Argosy University

Argosy University offers doctoral, master's, and bachelor's degree programs to students through its eight colleges:  College of Behavioral Sciences, Graduate School of Business and Management, College of Education,  College of Health Sciences, College of Arts and Sciences, College of Creative Arts and Design, College of Clinical Psychology and Western State College of Law at Argosy University as well as certificate programs in many areas.

  • Programs: Business Administration - Finance (BS) (Online), Business Administration - Accounting (BS) (Online)
  • Degrees: Bachelor

Johns Hopkins University Carey Business School has brought the philosophy of business with humanity in mind to a part time format.

  • Programs: Flexible MBA - Financial Business - H, MS in Finance - H
  • Degrees: Master
California College San Diego
National City, San Diego, San Marcos

The Secret to Getting Ahead is Getting Started

  • Programs: Business Management & Accounting (AAS), Accounting (BS), Business Management & Accounting - Property Management (AAS)
  • Degrees: Associate, Bachelor

Since 1888, The University of Scranton has grounded its education in Catholic and Jesuit principles based on intellectual growth and integrity, all of which shape the online master’s and certificate programs.

  • Programs: Master of Accountancy, MBA - Accounting
  • Degrees: Master

A Rutgers business education prepares students for success – not just in their chosen fields but also in their lives.

  • Programs: Master of Governmental Accounting (Online)
  • Degrees: Master

Change the World with American University

Be a part of something bigger than yourself.

  • Programs: Master of Arts in Economics
  • Degrees: Master
Matching School Ads
You are visiting:

What are Career Stories?

Career Stories are concise, real-world career overviews written by people relating their personal career experiences and wisdom. They provide invaluable insights and mentoring advice to students and career changers.

Most stories include:

  • a typical day or project
  • tips and advice
  • best and worst parts
  • educational background
  • previous experience

Browse hundreds of Career Stories

More Details On This Career

Please also see our detailed information about Financial Analysts, including:

Back to Top