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Asset Management - Client Platform Analytics - Client Services
Asset Management
You are a strategic thinker passionate about driving solutions in Client Platform Analytics & MIS Reporting. You have found the right team
As an Analyst within our Client Service & Business Platform – Client Platform Team, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment.
Job Responsibilities
- Develop leading-edge analytics to solve complex business problems.
- Identify trends and growth opportunities by analyzing complex datasets across vendor platforms and proprietary systems.
- Create best-practice MIS and reports through data mining, analysis, and data visualization.
- Monitor Client Platform activities, investigate exceptions, and escalate issues as appropriate.
- Enforce protocols for escalating complex or unresolved queries to management.
- Support the COO business agenda by providing strategy, MIS, and analytical support across UK & USA coverage.
- Partner cross-functionally with advisors, product specialists, legal, compliance, oversight/control, CRM, audit, operations, technology, middle office, and marketing.
- Perform control activities including share class monitoring, fiduciary reviews, regulatory reporting, and fee reviews (non-standard/MFN).
- Prepare account lists, obtain approvals, and support client communications.
- Maintain records, logs, databases, and up-to-date policies/procedures with clear audit trails and maker/checker controls.
- Drive continuous process improvement to enhance client experience and operational efficiency.
Required qualifications, capabilities and skills
- At least 3 years’ experience with financial product analysis, marketing, or client services.
- Bachelor’s degree required.
- Excellent communication and presentation skills with stakeholders and senior management.
- Intermediate/advanced Microsoft Office skills (Excel, Visio, PowerPoint).
- Strong analytical and logical thinking to understand and analyze complex business processes.
- Strong organizational and prioritization skills; detail oriented.
- Strong interpersonal skills and relationship-building capability.
- Ability to analyze and resolve project-related issues and follow through on objectives.
- Ability to work with diverse stakeholder groups to elicit business requirements, procedures, and processes.
- Ability to work in a high-paced environment with tight deadlines; flexible and able to prioritize effectively.
- Team-oriented with commitment, dedication, and strong performance on time-sensitive initiatives.
Preferred qualifications, capabilities and skills
- Experience preparing client-facing regulatory reports (including MiFID reporting).
- Familiarity with CRM systems and related client/platform documentation and data.
- Exposure to Risk and Controls Self Assessments (RCSA) and testing activities.