Performance & Analytics Client Service Specialist, Senior Associate
Core
Support the accurate and timely delivery of investment performance, attribution, and analytics services for assigned clients, acting as a point of contact for enquiries and coordinating issue resolution.
Role type
Senior Associate, Performance & Analytics Client Service Specialist
Builds
Investment performance reports, attribution analyses, and client service updates
Domain
Financial Services / Investment Operations
Deliverable
dashboards & analysis
Required skills
Investment performance measurement, attribution, analytics, client enquiry investigation, service level agreement management, risk and control compliance, process improvement, automation/AI tool adoption
Preferred skills
Performance analytics platforms, reporting tools, process improvement, automation, AI tools
Responsibilities
Serve as a point of contact for client enquiries and coordinate timely resolution; Monitor service deliverables and follow up with teams to address delays or exceptions; Prepare and review client service updates and reporting for accuracy; Support client meetings, service reviews, and due diligence activities; Identify recurring service issues and contribute to root cause analysis; Share knowledge and provide guidance to less experienced colleagues; Perform responsibilities in accordance with risk, governance, and regulatory requirements; Support audits, regulatory reviews, and control assessments; Recommend improvements to processes and controls; Support the implementation of approved automation and AI tools.
Seniority
Senior Associate, hands-on IC