Client Reporting Services Analyst
- San Francisco, CA, United States
Applications open in a new tab.
Job details
- Experience
- Keen interest in investment products and a preference of 1-3 years of financial services experience, especially investment management, communications or data visualization.
- Posting language
- English
- Posted
Original job description
Company Description
About Collabera:
Established in 1991, Collabera is one of the fastest growing end-to-end information technology services and solutions companies globally. As a half a billion dollar IT company, Collabera's client-centric business model, commitment to service excellence and Global Delivery Model enables its global 2000 and leading mid-market clients to deliver successfully in an increasingly competitive marketplace.
With over 8200 IT professionals globally, Collabera provides value-added onsite, offsite and offshore technology services and solutions to premier corporations. Over the past few years, Collabera has been awarded numerous accolades and Industry recognitions including.
- Collabera awarded Best Staffing Company to work for in 2012 by SIA. (hyperlink here)
- Collabera listed in GS 100 - recognized for excellence and maturity
- Collabera named among the Top 500 Diversity Owned Businesses
- Collabera listed in GS 100 & ranked among top 10 service providers
- Collabera was ranked:
- 32 in the Top 100 Large Businesses in the U.S
- 18 in Top 500 Diversity Owned Businesses in the U.S
- 3 in the Top 100 Diversity Owned Businesses in New Jersey
- 3 in the Top 100 Privately-held Businesses in New Jersey
- 66th on FinTech 100
- 35th among top private companies in New Jersey http://www.collabera.com/about_us/accolades.jsp
Collabera recognizes true potential of human capital and provides people the right opportunities for growth and professional excellence. Collabera offers a full range of benefits to its employees including paid vacations, holidays, personal days, Medical, Dental and Vision insurance, 401K retirement savings plan, Life Insurance, Disability Insurance.
Job Description
Job Title : Client Reporting Services Analyst Work Location : 400, Howard Street, San Francisco, CA – 94105 Duration : 06+ Months (Possible Extension)
Job Description:
- Client Reporting Services (CR Services) is accountable for all aspects of our clients’ reporting experience, including the provision of market leading client reporting and effective client query management.
- This position is located in San Francisco, reporting to the CR Services Director of the San Francisco Team.
- Responsibilities include successful delivery of critical functions on a daily basis and partnering with global colleagues to create and advance a globally aligned vision and business model.
Responsibilities will include (but are not restricted to) the following:
- Deliver a superior client experience via front-line client service to clients and related third parties, including fielding and responding to client queries and the creation of accurate and meaningful ad hoc reports
- Analyze trends in queries to constantly improve service and client deliverables
- Understand flow of client, market and fund information across BlackRock and external data providers
- Configure new client deliverables, maximizing the use of existing processes and tools
- Facilitate bespoke report creation through analyzing and researching client, market and fund data and related information
- Oversee and ensure timely and accurate distribution of all deliverables, proactively communicating potential delays to clients.
- Constantly evaluate systems, processes and procedures for inefficiencies and make recommendations for improvement.
- Support various projects, including automation/standardization efforts and the evolution of standard deliverables
- Understand the risk environment within the department – promote risk awareness, assessment and control
Requirements:
- BS/BA in business, finance, accounting, economics, or related field. MBA or CFA welcomed.
- Solid Excel skills
- Intermediate SQL Skills
- Keen interest in investment products and a preference of 1-3 years of financial services experience, especially investment management, communications or data visualization.
- Outstanding client service skills, maturity and judgment in dealing directly with clientele.
- Exceptional written and verbal communication skills are essential.
- Outstanding work ethic and willingness to contribute beyond the scope of one’s role to achieve team and firm objectives.
- Excellent attention to detail, extremely accurate and well organized
- Strong analytical and problem solving skills with the ability to synthesize information, summarize issues and think outside the box
- Sharp control/risk mitigation mentality with ability to know when to escalate issues
- Ability to operate effectively under tight deadlines and to prioritize work with strong emphasis on time management
- Able to exercise sound judgment and to appropriately document conclusions
- Ability and desire to work in a team environment; willingness to ask questions but also to learn independently
- Proficiency in Microsoft Office and an aptitude for learning new applications
Additional Information To schedule an interview, please contact; Vishwas Jaggi 973-475-7482
More about this job
Skills
- Reporting
- Business model
- CFA
- Microsoft Excel
- SQL
- Data visualization
- Communication skills
- Attention to detail
- Problem solving
- Time management
- Work as a team
- Use questioning techniques
- Microsoft Office