Integration Analyst

Aston Carter

United States

Hybrid

USD 26,000 - 29,000

Full time

10 days ago

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Job summary

Aston Carter is seeking an Integration Analyst to support merger and acquisition integration projects by processing daily tasks and ensuring a smooth transition of assets into a new platform. This role emphasizes accurate handling of financial transactions, collaboration with product sponsors, and adherence to company policies and regulatory requirements to deliver timely, high-quality results.

The role requires strong MS Office skills, attention to detail, and the ability to work with internal

Qualifications

  • HS Diploma or equivalent required.
  • Minimum 24 years of experience in financial services or wealth management.
  • Experience with asset management processes.
  • Strong MS Office skills.
  • Ability to work with internal stakeholders.

Responsibilities

  • Process daily tasks for M&A integration projects.
  • Collaborate with product sponsor companies to ensure assets transition on schedule.
  • Handle routine and complex financial transactions accurately and timely.
  • Identify and resolve issues related to asset transitions and data.
  • Follow procedures to meet SLAs and quality metrics.
  • Learn and support various financial products and systems.
  • Handle asset management and asset control activities.
  • Work with financial data to ensure integrity and documentation.
  • Review regulatory documents to support compliance.
  • Communicate effectively with teams and partners.
  • Use MS Office to prepare and report task status.
  • Adhere to company policies and regulatory requirements.

Skills

Financial services experience
Asset management knowledge
Regulatory document handling
Attention to detail
Communication with sponsors

Education

HS Diploma or equivalent

Tools

MS Office Suite

Job description

Job Title: Integration Analyst
Job Description

The Integration Analyst supports merger and acquisition integration projects by processing daily tasks and ensuring a smooth transition of assets into a new platform. This role focuses on accurately and efficiently handling both routine and complex financial transactions, working closely with product sponsors and internal stakeholders. The Integration Analyst follows established procedures, supports various financial products and systems, and ensures compliance with company policies and regulatory requirements while meeting service and quality standards.

Responsibilities
  • Process daily tasks associated with merger and acquisition (M&A) integration projects to support the successful transition of assets.
  • Collaborate with various product sponsor companies to ensure assets transition accurately and on schedule.
  • Process routine and complex financial transactions in an accurate, timely and efficient manner.
  • Proactively identify, interpret and resolve potential issues related to asset transitions, financial data and integration activities.
  • Independently follow documented procedures to meet service level agreements and achieve defined quality metrics.
  • Learn, use and support various financial products, software applications and systems used in asset and wealth management.
  • Handle asset management and asset control activities with attention to detail and accuracy.
  • Work with financial and wealth management data to ensure integrity, consistency and proper documentation.
  • Review and handle regulatory documents to support compliance with applicable regulations and internal policies.
  • Comply with company policies, procedures and regulatory requirements in all daily activities.
  • Use MS Office Suite tools to prepare, track and report on integration tasks and transaction status.
  • Communicate effectively with internal teams and external partners to clarify requirements, resolve issues and support integration timelines.
Essential Skills
  • 24 years of experience in financial services or wealth management.
  • Hands-on experience working with asset management and asset control processes.
  • Strong understanding of financial data within a wealth management or financial services environment.
  • Familiarity with regulatory requirements and handling regulatory documents.
  • Proficiency with MS Office Suite, including the ability to work with spreadsheets, documents and presentations.
  • Ability to process routine and complex transactions accurately, efficiently and within defined timelines.
  • Capability to follow established procedures independently while meeting service level agreements and quality metrics.
  • Strong problem-solving skills with the ability to proactively identify, interpret and resolve potential issues.
  • Effective communication skills to work with product sponsors and internal stakeholders.
  • High attention to detail and strong organizational skills.
  • High school diploma (HS Diploma) or equivalent.
Additional Skills & Qualifications
  • Project management experience or exposure is considered a plus.
  • Experience supporting or learning new financial products, software and systems.
  • Comfort working in a dynamic environment involving mergers and acquisitions and asset transitions.
  • Ability to adapt to evolving procedures, systems and regulatory expectations.
Work Environment

The role is based in an office environment, with an expectation to work on-site in the West Des Moines office at least three days per week. The Integration Analyst works primarily with financial systems, asset management tools and the MS Office Suite in a professional, team-oriented setting. The position involves regular interaction with internal colleagues and external product sponsors, and requires consistent adherence to company policies and regulatory standards while working in a structured, process-driven environment.

Job Type & Location

This is a Contract to Hire position based out of West Des Moines, IA.

Pay and Benefits

The pay range for this position is $19.00 - $21.00/hr.

Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

Eligibility requirements apply to some benefits and may depend on your jobclassification and length of employment. Benefits are subject to change and may besubject to specific elections, plan, or program terms. If eligible, the benefitsavailable for this temporary role may include the following:Medical, dental & visionCritical Illness, Accident, and Hospital401(k) Retirement Plan Pre-tax and Roth post-tax contributions availableLife Insurance (Voluntary Life & AD&D for the employee and dependents)Short and long-term disabilityHealth Spending Account (HSA)Transportation benefitsEmployee Assistance ProgramTime Off/Leave (PTO, Vacation or Sick Leave)

Job Type & Location

This is a Contract to Hire position based out of West Des Moines, IA.

Application Deadline

This position is anticipated to close on Oct 30, 2026.

Workplace Type

This is a hybrid position in West Des Moines,IA.

About Aston Carter

Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing Platinum Award winner for both client and talent service.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email astoncarteraccommodation@astoncarter.com for other accommodation options.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.

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