Job Description

Leading investment management firm seeks a Client Solutions Analyst or Associate (DOE). This is an exciting opportunity to work in a fast-paced environment that provides significant opportunity for learning and growth. This role plays a crucial role in supporting business enterprise and client service within the Client Solutions team. This position is responsible for engaging with internal and external stakeholders, ensuring high-quality client service through a structured service delivery framework, and delivering accurate and timely investment reports. The ideal candidate possesses strong analytical skills and a client-centric mindset to enhance the client experience and reporting delivery processes.

Hybrid Remote: 3 days/wk on-site

Primary Responsibilities:

Client Service & Relationship Management

• Act as a key point of contact for internal and external client inquiries related to client reporting or account administration and ensure timely issue resolution.
• Engage with clients, Relationship Management, and investment Operational teams to enhance service efficiency.
• Maintain and strengthen relationships with clients by ensuring clear communication, with the ability to articulate complex financial concepts in a clear and professional manner.
• Document and refine procedures to improve consistency and regulatory compliance in reporting and client interactions.
• Work directly with the internal stakeholders to complete new report requests. Follows through with stakeholders to ensure that their reporting needs were met by addressing all client requirements.
• Effectively collaborates and communicates with other internal team members to meet client deadlines.

Investment Reporting & Analysis

• Prepare and maintain investment reports for internal and external clients, ensuring accuracy and timeliness.
• Analyze investment data within reports, proactively addressing discrepancies and root causes.
• Perform ad hoc, daily, and monthly reconciliations and variance analysis for client investment portfolios.
• Research and resolve reporting issues while continuously improving reporting processes.
• Develop and refine customized reporting packages that meet client and business requirements.

Process Improvement & Cross-Functional Collaboration

• Collaborate with internal teams to resolve reporting enhancement requests and maintain data integrity.
• Support process optimization efforts by identifying and implementing efficiency improvements.
• Participate in special projects that enhance the Client Solutions team’s reporting and service capabilities.
• Represent the Client Solutions team’s needs in cross-functional initiatives and system enhancements.

Qualifications and Experience:

• Bachelor’s degree in Accounting, Finance, Data Analytics, Engineering, and/or Economics
• 2+ years’ experience in an accounting or Investment Management or Insurance Reporting function
• Demonstrated process orientation and problem-solving skills
• A strong detailed orientation and work ethic
• Ability to work effectively on cross functional teams/projects
• Be organized and consistently follow key controls, procedures, and checklists that are part of the report generation process
• Confidence in ability to assess and respond quickly and adapt to a fast paced, evolving environment
• Excellent oral and written communication skills, and comfortable independently interacting with all levels of staff
• Advanced Excel skills preferred
• Knowledge of Fixed Income, Structured Products, Private Transactions, Derivatives, Mortgage Loans, Investment Operations processes, or project management experience is a plus

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