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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.

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