Consultant, Partner Services

3 weeks ago

Chicago, United States EPITEC Full time

Epitec


POSITION:

Change Management Analyst


JOB TYPE:

2 month contract, W2


LOCATION:

Chicago, IL


JOB SUMMARY FOR CONSULTANT, PARTNER SERVICES (TECHNICAL ANALYST):


  • We are seeking a Consultant for Partner Services (Technical Analyst) to join our leading client's team. The primary responsibility of this Consultant role is to support a team of Senior Analysts, Team Leads and Mangers within the Partnerships Services team. The Consultant will report to a Manager and learn leadership responsibilities in addition to assisting with projects, quality review, metrics and data mining. The Consultant will also lead initiatives, and will have familiarity with fund information and learn client bespoke processes. The Consultant work closely with Client Service Managers and PSG leadership team on client escalations, quality control, processes and SLA updates or overall client strategy requests and will be the operational expert in which they will be asked to join those meetings.
  • Pay Range: $65- $70/hour



RESPONSIBILITIES FOR CONSULTANT, PARTNER SERVICES (TECHNICAL ANALYST):


  • Works closely with the business including other Business Process Analysts, CSMs, and India to identify and address inefficiencies, control gaps and enhance client deliverables.
  • Comfortable joining meetings, calls in the absence of TLs on PS relative matters.
  • Be the operational expert on escalations, process changes, fund level knowledge and impacts across other business groups.
  • Assist team with investigating and resolving inquiries and exceptions; serve as a subject matter expert for the team and business unit.
  • Close procedural gaps and enhance education across peer group.
  • A keen eye to quality and understands when to escalate an issues.
  • Participates or leads efforts that impact a functional process, task or deliverable within a BAU team or across teams.
  • Effective communicator, can tell a story either verbally or through presentation format.
  • Demonstrates strong leadership skills when it comes to research and investigative processes on escalations or other client inquiries and be the spokesperson throughout.
  • Assist in training initiatives for the team.
  • Documents changes to internal processes and communicates to PS about those change.



REQUIRED EXPERIENCE FOR CONSULTANT, PARTNER SERVICES (TECHNICAL ANALYST):


  • A College or University degree and/or relevant work experience is required.
  • 3-5 Years Industry experience or relevant senior client servicing role.
  • Strong leadership skills, able to influence others and educate along the way.
  • Excellent oral and written communication skills either verbally or through presentation format.
  • Expert fund level knowledge, processes, clients, investor types and systems (HedgeTek, WCM, GCM, AG, etc.).
  • Able to research and resolve issues independently and assist with escalated client issues and client responses.
  • Able to work effectively with other partner areas to identify and address process inefficiencies, control gaps, and enhance client deliverables to meet client needs.
  • Experience leading team projects and create and enhance procedures for the team.
  • Ability to perform independently with limited supervision, guides peers, consults with clients, assists in solving complex issues for clients and team
  • Strong time management, setting priorities and manage deadlines, escalating issues.
  • Proficiency in Excel, PowerPoint, JIRA, SharePoint and data mining.

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