Performance & Analytics Client Service Specialist, Officer
Core
Deliver and oversee investment performance, attribution, and analytics services for assigned clients, resolving complex enquiries and ensuring adherence to service standards.
Role type
Senior IC client service specialist (investment performance & analytics)
Builds
Investment performance reports, attribution analyses, and analytics services for client portfolios
Domain
Financial services / Investment operations
Required skills
Investment performance measurement, attribution, analytics, operational risk & control, client servicing, service level agreement management, root cause analysis, process improvement, automation/AI tool application
Preferred skills
Performance analytics platforms, reporting tools, approved automation/AI tools
Responsibilities
Coordinate delivery of performance and analytics services per SLAs; investigate and resolve complex client enquiries; monitor service performance against KPIs; review service reporting for accuracy; represent the team in client meetings and due diligence; provide operational guidance and escalate risks; coordinate onboarding and service changes; identify process improvements using data analysis
Seniority
Senior, hands-on IC