IT Operations Analyst

Company Overview:

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.

This position plays an integral part of the IT Operations function and covers a diverse set of responsibilities from Trust Net and Docu Sign administration to system requirements gathering project management and AI governance.

• 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!

• Excellence
  :
  Demonstrates a commitment to continuous improvement, innovation, and achieving the highest possible standards for performance.
• Results
  :
  Consistently going above and beyond to deliver exceptional results and value for the team and the organization.
• 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.
• Teamwork
  :
  Demonstrates a commitment to collaboration, mutual respect, and shared responsibility in achieving common goals.

• Serve as Tier I-II Support Analyst for the Trust Net 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 Trust Net 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 change.
• AI governance. Working closely with Privacy and broader IT team oversee the AI governance process including inventory management and periodic quality assurance

• 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 Office
  365 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

• 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 multi‑team IT…