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Client Reporting Services Analyst

  • San Francisco, CA, United States

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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

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