Job Description

Leading investment management firm seeks a Client Solutions Analyst or Associate (DOE). This is an exciting opportunity to work in a fast-paced environment that provides significant opportunity for learning and growth. This role plays a crucial role in supporting business enterprise and client service within the Client Solutions team. This position is responsible for engaging with internal and external stakeholders, ensuring high-quality client service through a structured service delivery framework, and delivering accurate and timely investment reports. The ideal candidate possesses strong analytical skills and a client-centric mindset to enhance the client experience and reporting delivery processes. Hybrid Remote: 3 days/wk on-site Primary Responsibilities: Client Service & Relationship Management Act as a key point of contact for internal and external client inquiries related to client reporting or account administration and ensure timely issue resolution. Engage with clients, Relationship Management, and investment Operational teams to enhance service efficiency. Maintain and strengthen relationships with clients by ensuring clear communication, with the ability to articulate complex financial concepts in a clear and professional manner. Document and refine procedures to improve consistency and regulatory compliance in reporting and client interactions. Work directly with the internal stakeholders to complete new report requests. Follows through with stakeholders to ensure that their reporting needs were met by addressing all client requirements. Effectively collaborates and communicates with other internal team members to meet client deadlines. Investment Reporting & Analysis Prepare and maintain investment reports for internal and external clients, ensuring accuracy and timeliness. Analyze investment data within reports, proactively addressing discrepancies and root causes. Perform ad hoc, daily, and monthly reconciliations and variance analysis for client investment portfolios. Research and resolve reporting issues while continuously improving reporting processes. Develop and refine customized reporting packages that meet client and business requirements. Process Improvement & Cross-Functional Collaboration Collaborate with internal teams to resolve reporting enhancement requests and maintain data integrity. Support process optimization efforts by identifying and implementing efficiency improvements. Participate in special projects that enhance the Client Solutions team’s reporting and service capabilities. Represent the Client Solutions team’s needs in cross-functional initiatives and system enhancements. Qualifications and Experience: Bachelor’s degree in Accounting, Finance, Data Analytics, Engineering, and/or Economics 2+ years’ experience in an accounting or Investment Management or Insurance Reporting function Demonstrated process orientation and problem-solving skills A strong detailed orientation and work ethic Ability to work effectively on cross functional teams/projects Be organized and consistently follow key controls, procedures, and checklists that are part of the report generation process Confidence in ability to assess and respond quickly and adapt to a fast paced, evolving environment Excellent oral and written communication skills, and comfortable independently interacting with all levels of staff Advanced Excel skills preferred Knowledge of Fixed Income, Structured Products, Private Transactions, Derivatives, Mortgage Loans, Investment Operations processes, or project management experience is a plus Recruiting Resources, Inc.

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