Performance & Analytics Client Service Specialist, Senior Associate
Core
Support the accurate and timely delivery of investment performance, attribution, and analytics services for assigned clients.
Role type
Senior Associate, client service specialist in investment operations
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 and AI tool adoption
Preferred skills
Performance analytics platforms, reporting tools, process improvement, automation, AI tools
Responsibilities
Serve as point of contact for client enquiries, monitor service deliverables, prepare client updates and reporting, support client meetings and due diligence, coordinate with internal teams for issue resolution, contribute to root cause analysis, share knowledge with colleagues, identify and escalate risks, support audits and regulatory reviews
Seniority
Senior Associate, limited supervision