Client Reporting Services Analyst

Midlothian  ‐ Onsite
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Description

My client, one of the world's preeminent asset management firms and a premier provider of global investment management, risk management and advisory services, is currently looking for a Client Reporting Services Analyst for an initial 5 month contract. You will be accountable for all aspects of the clients' reporting experience, including the provision of market leading client reporting and effective client query management. This contract position is located in Edinburgh and is responsible for providing data and content analysis in support of CR Services' strategic initiatives.

Responsibilities:

  • Deliver a superior client experience via query management for clients, consultants and third party administrators
  • Thrive in a culture of excellence, innovation, communication and accountability, where all members of the team are motivated to go above and beyond, think globally and outside the box
  • Understand end to end client support processes and continually champion the sharing of knowledge across teams and functions
  • Analyze trends in queries to constantly improve service and client deliverables
  • Highly complex data management and ad hoc reporting using various software applications Constantly evaluate systems, processes and procedures for inefficiencies, and make recommendations for improvement, ensuring that all reasonable measures are taken to mitigate operational risk
  • Participate in cross training efforts on all stakeholder functions, to include knowledge transfer of all operational and compliance procedures

Skills: Requirements

  • BSc/BA in business, finance, accounting, economics, or related field
  • Keen interest in investment products and financial services experience, ideally in investment management
  • Proficiency in Microsoft office (especially Excel) and an aptitude for learning new applications
  • Ability to understand and analyze complex issues, draw conclusions and articulate/execute a strategy
  • Confidence in facing off with stakeholders at all levels
  • Results-driven approach to finding and implementing solutions
  • Attention to detail - risk and regulatory aware and responsive
  • Exceptional written and verbal communication skills
  • Previous experience in query handling and client servicing a distinct advantage
  • Fluency in European languages beyond English a distinct advantage

McGregor Boyall is an equal opportunity employer and do not discriminate based on race, religion, gender, age, sexuality, gender identification, or physical ability.

Start date
01/02/2016
Duration
5 months
From
McGregor Boyall
Published at
14.01.2016
Project ID:
1051368
Contract type
Freelance
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