Client Reporting Analyst recruitment
Responsibilities
• All aspects of client reporting, including but not limited to pre production, production and issue resolution, on a daily basis.
• Work with a multifunctional team of people with diverse client reporting responsibilities
• Ensures that Client Experience is superior and adheres to SLA
• Monitor all processes and ensure that controls are being utilized
• Implementation of process improvement and technology enhancement
• Develop a comprehensive understanding of the functional capabilities and the mitigations contained within the client reporting processing solution.
• Proactively recommend innovations and modifications inline with industry requirements and corporate objectives and goals to improve operational processes, systems, policies and procedures.
• Interface with Operating units and business units as required to coordinate the various client reporting processes.
• Ensure documentation relating to new processes associated with client reporting services and platform releases is properly maintained.
• Support the establishment of the operating environment responsible for client reporting functions.
• Participate in identifying, defining and implementing Quality Assurance processes used to support the client reporting processes within our Global Wealth Services offering.
Skills and Experience Required for the Role
• Experience in roles handling client reporting
• Knowledge of global private banking and asset management client reporting requirements
• Problem solving skills
• Organizational and analytical skills
• Highly motivated and willing to embrace change
• Sound interpersonal and communications skills
• Knowledge of global securities processing, participants, and industry standard formats
• Knowledge of security types including equity, fixed income and derivative instruments
• Knowledge of investment vehicles including registered funds, hedge funds, separate accounts and private accounts a plus