This job is responsible for moderately complex activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data. Key responsibilities include fund setup, client identification data, pricing, and cost basis reporting. A Job expectations include providing quality service and effective operations support for internal business partners and external clients.
Responsibilities:
- Performs moderately complex activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data according to the established guidelines and procedures
- Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
- Reviews and approves required account documentation
- Identifies risk and opportunities for process improvement based on an understanding of how the work impacts other operational units
- Maintains knowledge of operational processes and assists in training less experienced team members
Skills:
- Account Management
- Attention to Detail
- Customer and Client Focus
- Written Communications
- Analytical Thinking
- Oral Communications
- Prioritization
- Problem Solving
- Collaboration
- Recording/Organizing Information
- Research
- Result Orientation
A successful Information Management Analyst on this team may be required to:
- Obtain, record and validate data.
- Understand various investment products and the various platforms on which they are supported.
- Research and resolve data errors by applying procedures and escalation using a trouble shooting guide and engaging support partners when needed.
- Collaborate with internal partners on investment information dependencies and impacts.
- Understands the process flow from end to end including the reasons for each step, the process controls, the risks within the process and the upstream/downstream impacts of their work based on an understanding of how the work impacts other operational units
Required Skills:
- Attention to Detail
- Analytical Thinking
- Problem Solving
- Research
- Result Orientation
1st shift (United States of America)