Junior Operations Analyst to support client report generations with the investment team for a large banking client - 53063

Junior Operations Analyst to support client report generations with the investment team for a large banking client

Job ID: 53063

# Of positions: 1

Duration: 12 months

Extension possible: Yes, extension approved already.

Conversion Possible: Possibly

Interview Process: 1 round, potentially 2 (Webex or Teams)

Work Location: Hybrid, onsite 3 days a week in office (Regina locals)

Travel Required: No

Description

• Client Reporting generation, validation, and distribution, on a monthly, quarterly, annual, and ad-hoc basis, whether as primary or serving as backup on specific report types.
• Troubleshooting all aspects of the client reporting generation process, to ensure delivery to clients within expected service level timelines.
• Ownership of the team's client inventory review process, ensuring report requirements and recipients are up-to-date, and reporting is being done in the most efficient manner for our clients.
• Assisting with the team's strategic initiatives, including client reporting automation, client reporting system enhancements, and AUM reporting enhancements.
• Optimizing use of Client Reporting Systems and various applications to deliver seamless client experience.

MUST HAVE:

• Analyst experience
• Ability to understand business logic and workflow in an investment management environment.
• General understanding of investment concepts and investment portfolio data.
• Excellent Microsoft Excel skills.
• Experience operating within a Microsoft Windows operating system environment, preferably within an office/business setting.

NICE TO HAVE

• Salesforce experience
• Adobe InDesign experience
• Experience in client and institutional reporting or fund/wealth management business.
• CSC and/or enrollment in CFA or other financial industry designation programs