Client Operations Reporting and Data Analyst (Reportback)

SUMMARY:
-

POSITION INFO:

The role focuses on the timely and accurate production of Client Reportbacks and Global Quarterly Investment Reports.

• The production of Reportbacks and other client reporting
• The production of Global Fund QIRs (quarterly investment reports) and SQRs on a quarterly basis
• The production of client reports on a periodic and ad hoc basis within timeframes

The successful applicant will be able to manage a high-volume workflow, prioritising client deadline work and liaising with a range of internal stakeholders at all levels to produce high quality presentations.

Key Responsibilities:

• Managing the various key stakeholders to ensure Reportback input data is delivered within the internally agreed SLAs
• Managing the various key stakeholders in the production workflow for Reportback and QIR reviews to ensure sign off ahead of client deadlines
• Investigating and resolving data issues raised with regards to Reportback and QIRs during the production cycle
• Providing production and delivery stats to the business to track efficiency
• Ensuring the implementation of approved change requests for Reportback and QIRs
• Working closely with the presentations team to coordinate any changes that reflect in the reports
• Working closely with the Product Owners to coordinate any automation process and implement further automation required
• Assisting in projects and business initiatives when required
• Ensure team members are appropriately cross-trained and there is a backup for each task
• Continually update procedures with a view to reduce risk, identify efficiencies in process, improve efficiency and accommodate change to strategies, client demands, or in response to industry change
• Proactive and effective communication with team colleagues globally
• Ensure excellent internal and external client servicing by responding promptly and appropriately to queries
• Maintain a consistently professional and value-add approach

Requirements:

• Relevant degree
• 2+ years asset management/financial industry experience
• PowerPoint (advanced) including linked slides and Excel objects
• Excel (advanced)
• Experience of formatting documents to Corporate style
• Working with complex datasets

System Skills:

• VBA/MS Office tool development (Advanced)
• SQL (SQL Server) (Advanced)
• Seismic (desirable) or other content-management tools

NB! This job is now closed. You can apply for other jobs by uploading your CV.