Analyst - Client Reporting

Responsibilities

Description

% Of Time Spent

• Reporting
  
  

Under general direction, independently execute routine & intermediate transactions and resolve problems. Prepare and validate reports and maintain controls in alignment with internal policies and clients' needs. Follow procedure documents to complete complex manual client reports in excel utilizing complex macros, pivot tables and functions within excel.

60%

• Stakeholder Interaction & Problem solving
  
  

Interface with internal and external personnel including senior operations staff, legal, relationship management, IT, brokers, custodians, portfolio managers, and/or traders to obtain information and resolve problems. Understand basic financial concepts and scenarios on when to use data types

25%

• Self-Initiated Research
  
  

Enhance understanding...