Client Reporting and Performance

The candidate will be responsible for the collation of data and the production of reports for clients. This will involve quality control checks at all stages of the process ensuring accuracy through the reporting process.

Responsibilities may include:

-          Collating data and producing periodic client reports

-          Recording, tracking and driving the resolution of and reporting of any issues impacting the reporting process

-          Liaising with Performance, Front Office and Portfolio Management teams

-          Generating ideas for operational improvement

-          Reporting the status of any late reports or deadlines to clients and senior management teams

 

February 1, 2013 • Posted in: General

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