Collabera Logo

Collabera

Client Reporting Services Analyst

Posted 5 Days Ago
Be an Early Applicant
In-Office
San Francisco, CA
Junior
In-Office
San Francisco, CA
Junior
Responsible for enhancing client reporting, managing queries, and improving service delivery, requiring excellent analytical skills and client interaction.
The summary above was generated by AI
Company Description

About Collabera:
Established in 1991, Collabera is one of the fastest growing end-to-end information technology services and solutions companies globally. As a half a billion dollar IT company, Collabera's client-centric business model, commitment to service excellence and Global Delivery Model enables its global 2000 and leading mid-market clients to deliver successfully in an increasingly competitive marketplace.
With over 8200 IT professionals globally, Collabera provides value-added onsite, offsite and offshore technology services and solutions to premier corporations. Over the past few years, Collabera has been awarded numerous accolades and Industry recognitions including.
• Collabera awarded Best Staffing Company to work for in 2012 by SIA. (hyperlink here)
• Collabera listed in GS 100 - recognized for excellence and maturity
• Collabera named among the Top 500 Diversity Owned Businesses
• Collabera listed in GS 100 & ranked among top 10 service providers
• Collabera was ranked:
• 32 in the Top 100 Large Businesses in the U.S
• 18 in Top 500 Diversity Owned Businesses in the U.S
• 3 in the Top 100 Diversity Owned Businesses in New Jersey
• 3 in the Top 100 Privately-held Businesses in New Jersey
• 66th on FinTech 100
• 35th among top private companies in New Jersey
http://www.collabera.com/about_us/accolades.jsp
Collabera recognizes true potential of human capital and provides people the right opportunities for growth and professional excellence. Collabera offers a full range of benefits to its employees including paid vacations, holidays, personal days, Medical, Dental and Vision insurance, 401K retirement savings plan, Life Insurance, Disability Insurance.

Job Description

Job Title : Client Reporting Services Analyst

Work Location : 400, Howard Street, San Francisco, CA – 94105

Duration : 06+ Months (Possible Extension)

Job Description:

• Client Reporting Services (CR Services) is accountable for all aspects of our clients’ reporting experience, including the provision of market leading client reporting and effective client query management.

• This position is located in San Francisco, reporting to the CR Services Director of the San Francisco Team.

• Responsibilities include successful delivery of critical functions on a daily basis and partnering with global colleagues to create and advance a globally aligned vision and business model.

Responsibilities will include (but are not restricted to) the following:

• Deliver a superior client experience via front-line client service to clients and related third parties, including fielding and responding to client queries and the creation of accurate and meaningful ad hoc reports

• Analyze trends in queries to constantly improve service and client deliverables

• Understand flow of client, market and fund information across BlackRock and external data providers

• Configure new client deliverables, maximizing the use of existing processes and tools

• Facilitate bespoke report creation through analyzing and researching client, market and fund data and related information

• Oversee and ensure timely and accurate distribution of all deliverables, proactively communicating potential delays to clients.

• Constantly evaluate systems, processes and procedures for inefficiencies and make recommendations for improvement.

• Support various projects, including automation/standardization efforts and the evolution of standard deliverables

• Understand the risk environment within the department – promote risk awareness, assessment and control

Requirements:

• BS/BA in business, finance, accounting, economics, or related field. MBA or CFA welcomed.

• Solid Excel skills

• Intermediate SQL Skills

• Keen interest in investment products and a preference of 1-3 years of financial services experience, especially investment management, communications or data visualization.

• Outstanding client service skills, maturity and judgment in dealing directly with clientele.

• Exceptional written and verbal communication skills are essential.

• Outstanding work ethic and willingness to contribute beyond the scope of one’s role to achieve team and firm objectives.

• Excellent attention to detail, extremely accurate and well organized

• Strong analytical and problem solving skills with the ability to synthesize information, summarize issues and think outside the box

• Sharp control/risk mitigation mentality with ability to know when to escalate issues

• Ability to operate effectively under tight deadlines and to prioritize work with strong emphasis on time management

• Able to exercise sound judgment and to appropriately document conclusions

• Ability and desire to work in a team environment; willingness to ask questions but also to learn independently

• Proficiency in Microsoft Office and an aptitude for learning new applications

Additional Information

To schedule an interview, please contact;

Vishwas Jaggi

973-475-7482

Top Skills

Excel
MS Office
SQL

Similar Jobs

44 Minutes Ago
Easy Apply
Hybrid
2 Locations
Easy Apply
245K-320K Annually
Expert/Leader
245K-320K Annually
Expert/Leader
Fintech • Payments • Financial Services
Lead the Account Management team, mentor managers, drive strategic growth, improve processes, and foster a collaborative culture while managing Fortune 500 accounts.
Top Skills: DataFinancial ProductsPayments
An Hour Ago
Hybrid
San Francisco, CA, USA
280K-280K Annually
Senior level
280K-280K Annually
Senior level
Software
The role involves managing and mentoring a team of Solutions Engineers, working with sales to promote API adoption, educating customers, and maintaining awareness of industry trends. Must have strong understanding of APIs and enterprise sales experience.
Top Skills: JavaScript
An Hour Ago
Hybrid
San Francisco, CA, USA
300K-400K Annually
Expert/Leader
300K-400K Annually
Expert/Leader
Software
Lead and manage the global Account Development organization at Postman, overseeing inbound and outbound pipeline generation, building high-performing teams, and collaborating with Sales and Marketing to optimize processes and drive revenue growth.

What you need to know about the San Francisco Tech Scene

San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.

Key Facts About San Francisco Tech

  • Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Google, Apple, Salesforce, Meta
  • Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
  • Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
  • Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account