Client Reporting Onboarding Analyst

As a part of the Client Reporting team you will formulate the successful delivery of critical reporting and distribution functions daily and partner with colleagues to craft and advance a globally aligned vision and business model.

Client Details

Our client is a significant player in the global financial landscape, serving clients in numerous countries and offering a wide range of investment products.

Description

• Analyzing trends in data requests to constantly improve service and client reports
• Understanding the flow of client, market and fund information across the company and external data providers
• Leading and ensuring timely and accurate distribution of all deliverables; actively communicating potential delays to clients
• Constantly evaluating systems, processes and procedures for inefficiencies and making recommendations for improvement
• Use technology to provide efficient and scalable solutions, as well as regular application of Excel to customized solutions
• Supporting various projects, including automation/standardization efforts and the evolution of standard reporting
• Understanding the risk environment within the department - promoting risk awareness, assessment and control

Profile

• High level of proficiency in Microsoft Excel, particularly VBA is desirable
• Keen interest in investment products
• Extraordinary client service skills, maturity and autonomy in dealing directly with clientele
• Excellent written and verbal communication skills
• Strong work ethic and willingness to give beyond the scope of one's role to achieve team and firm objectives
• Excellent attention to detail, extremely accurate and well organized
• Strong analytical and problem solving skills with the ability to gather information, summarize issues and think creatively
• Sharp control/risk mitigation mentality with ability to know when to raise issues

Job Offer

• Competitive hourly rate.
• Amazing temporary to permanent opportunity.
• Great opportunity to work for a leading financial institute.

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.