Investment Client Reporting Analyst

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Job Overview: The role as a Client Reporting Analyst focuses on the timely and accurate production of Client Report backs, Global Quarterly Investment Reports, and Sustainability Reports. This position will be responsible for: The production of Report backs on a periodic and ad hoc basis within timeframes Assisting in the production of Global Fund Quarterly […]

The role as a Client Reporting Analyst focuses on the timely and accurate production of Client Report backs, Global Quarterly Investment Reports, and Sustainability Reports.

The successful applicant will be able to manage a high-volume workflow, prioritizing client deadline work and liaising with a range of internal stakeholders at all levels to produce high quality reports out of Seismic.Managing the various key stakeholders to ensure input data is delivered within the internally agreed SLAs

Engaging with Investment IT to ensure the correct data requirements are considered when building data APIsManaging the various key stakeholders in the production workflow for reviews to ensure sign off ahead of client deadlinesEnsuring the implementation of approved change requestsWorking closely with the product owners to coordinate any automation process and implement further automation required

Engaging with Seismic, the vendor on troubleshooting production queries and assisting with upcoming projects to be implementedEnsure 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 changeEnsure excellent internal and external client servicing by responding promptly and appropriately to queries

 

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