Analyst, Client Service
Core
Providing proactive, client-centric service to institutional investors and their related parties, ensuring seamless capital movements and reporting.
Role type
Analyst, Client Service (Financial Services)
Builds
End-to-end client experience for institutional investors
Domain
Asset Management / Financial Services
Deliverable
dashboards & analysis
Required skills
Financial services knowledge, Client service, Regulatory reporting, Audit confirmations, Process improvement, Stakeholder management
Preferred skills
Investor Relations experience, Superannuation/pension fund operations
Technologies
None stated
Responsibilities
Support timely delivery of capital call and distribution notices; Support delivery of client, management, regulatory reporting and audit confirmations; Collaborate with internal teams on operational queries (FUM, capital activity, fee reporting); Perform high-quality checking and oversight of reporting deliverables; Assist in identifying and implementing process improvement opportunities.
Seniority
Junior to Mid-level, hands-on IC