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.
Job Purpose/Summary of the IT Operations Analyst:
This position plays an integral part of the IT Operations function and covers a diverse set of responsibilities from TrustNet and DocuSign administration to system requirements gathering project management and AI governance.
Summary of Competitive Benefits & Perks:
Health/Medical Insurance including Dental and Vision
401(k) with company match
Paid time off
Bonus/Target Incentive
Tuition Reimbursement
Complimentary usage of modern in-house fitness center
On-premise full-service dining center discounts
Discounts via the company’s EAP
Monthly Employee Recognition Programs
Referral bonus
Pre-tax transportation options
Plus more!
Essential Job Functions of the IT Operations Analyst:
Serve as Tier I-II Support Analyst for the TrustNet application, including user setup, access and application testing for system upgrades.
Serve as administrator for the Docusign application, including user setup, access and training.
Execute quality assurance activities, including performing testing for TrustNet Releases and data quality cleanups
Prepare and generate training materials, test plans and reports when appropriate.
Act as liaison with IT and vendors to communicate system requirements
Improve and document IT operations processes
Requirements gathering and project management as it relates to our application development roadmap. This includes working closely with different teams including client services, compliance, trading and investments to implement efficient processes and workflows. Proactively review current processes to identify areas for improvement and implement effective changes.
AI governance. Working closely with Privacy and broader IT team oversee the AI governance process including inventory management and periodic quality assurance
Required Skills and Abilities of the IT Operations Analyst:
Excellent written and oral communications skills.
Self-starter with a strong initiative and ability to work independently.
Project management and requirements documentation skills
Strong analytical, problem solving, organizational, and interpersonal skills.
Proficient at writing complex SQL requests in a timely manner
Strong Office365 skills required specifically Excel, Teams. Familiarity with AI tools.
Able to organize/manage multiple priorities and projects coupled with the flexibility to quickly adapt to ever changing business needs and requirements
High attention to detail, excellent follow-through
Required Education / Experience of the IT Operations Analyst:
Bachelor’s degree in Computer Science, Information Technology, Finance or related field, or relevant IT Operations experience
5+ years of experience in the financial services industry and/or multiteam IT projects
Core Job Competencies of the IT Operations Analyst:
Customer service focus – responds to customer service requests in a timely, professional, and enthusiastic manner; gives high priority to customer satisfaction.
Reliability – Consistently good in quality and performance; ability to be trusted and depended on in one’s job
Integrity – Upholding generally accepted social and ethical standards in job-related activities and behaviors.
Core Company Competencies:
Excellence: Demonstrates a commitment to continuous improvement, innovation, and achieving the highest possible standards for performance.
Ethics/Integrity: Demonstrates a commitment to integrity, peer respect, and fairness. Continuously demonstrates a strong work ethic by exhibiting an indisputable drive to get the job done.
Results: Consistently going above and beyond to deliver exceptional results and value for the team and the organization.
Teamwork: Working with a common goal and contributing to a team development.
Additional Information
The actual base pay offered is determined by several variables, including, as appropriate, the applicant's qualifications for the position, years of relevant experience, distinctive skills, level of education attained, certifications or other professional licenses held. Base pay is one component of Chevy Chase Trust's total compensation package, which also includes access to or eligibility for healthcare benefits, a 401(k) plan, short-term and long-term disability coverage, basic life insurance, bonus plans and more.
Chevy Chase Trust is proud to be an equal opportunity workplace. 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 [email protected] or 301-986-6000.
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