Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions. Located just outside of Washington D.C., the firm specializes in unique thematic investment research and asset management. Chevy Chase Trust offers clients direct access to decision-makers and is built to put clients and client success over everything else. From thematic investment management to estate and financial planning, we show our commitment to inventive thinking and client service.

Our global, macroeconomic outlook means we do much more than observe and follow trends. Instead, we seek out ideas. It takes more than one kind of person to contribute to this culture. It takes all kinds of people thinking in unconventional ways—with a singular focus.

The IT Support Analyst responsibilities are to coordinate IT operations across a diverse set of front-office stakeholders and back-office service providers/vendors supporting a leading wealth management company. The successful candidate will have experience supporting IT operations and coordinating processes across a diverse set of stakeholders and vendor systems.

Duties & Responsibilities

• Working as a member of an operations team, oversee production job schedules, triage problems, communicate issues/failures to key stakeholders, and implement improvements.
• Actively manage change requests to our Agile oriented processes and procedures.
• Provide support of system operations.
• Defining requirements, work closely with application providers/vendors negotiating positive improvements with existing vendor systems, software, and processes.
• Support Trustnet, a centralized customer resource management, data warehouse and investment portfolio management system.

Selection Criteria

• Bachelor's Degree in Computer Science, Finance, or relevant IT Operations experience.
• 2-4+ years supporting users and operations in a complex environment.
• Experience using and administering a task ticketing system (JIRA is a plus).
• Understanding of financial investment vendor systems (Charles River, Bloomberg, FIS Global Plus, FactSet) a plus.
• Proficient at performing complex data analysis using SQL, Excel, and other tools.
• Experience in full life-cycle software development methodologies, writing requirements, and developing/executing test plans (automated and manual) .
• Proactive and positive approach to continuous improvement.
• Self-starter with a strong initiative and ability to work independently.
• Organized and able to manage multiple priorities, showing exceptional follow-through.
• Excellent written and verbal communication skills.

BFS7501

The Company requires that its employees be fully vaccinated against COVID-19 unless they have an approved medical or religious accommodation.

Chevy Chase Trust is proud to be an equal opportunity workplace. We promote diversity and equality within all facets of our organization, and we foster an environment that recognizes employees’ unique skillsets and ensure that all employees have an equal opportunity to grow and advance.

If you are a candidate in need of assistance or an accommodation in the application process, please contact corporate.resumes@bfsaul.com or 301-986-6000.

Equal Opportunity Employer/Veterans/Disabled