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Collabera

Client Reporting Services Analyst

Reposted 25 Days Ago
Be an Early Applicant
In-Office
San Francisco, CA, USA
Junior
In-Office
San Francisco, CA, USA
Junior
Responsible for enhancing client reporting, managing queries, and improving service delivery, requiring excellent analytical skills and client interaction.
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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

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