Asset Management - Client Platform Analytics - Client Services

Asset Management - Client Platform Analytics - Client Services

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.

Experience Level

Mid Level