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Reporting Analyst

3 months ago

Salt Lake City, United States Strategic Staffing Solutions Full time

STRATEGIC STAFFING SOLUTIONS HAS AN OPENING


Reporting Analyst


Location: Salt Lake City, UT On-Site Required


Duration: 6+ Months
Role Type: W2 Contract Engagement
Rate: $23/hr


PRIMARY RESPONSBILITIES



• Holistic ownership and understanding of client reporting requests to meet our clients and investors needs and obligations
• Ensure data accuracy in the reports we provide to clients and create a controlled environment for investment management process
• Preparation and delivery of client reports and fund materials that is accurate, timely and complete
• Apply process reengineering methodologies to create efficiencies and automation opportunities in executing the team strategy and tactical solutions
• Takes responsibility for maintaining and continuously improving fund materials that are both channel and product-specific
• Actively seeks to drive business results by identifying opportunities to strengthen our internal controls for client reporting and products
• Liaises with product management teams to communicate product data in fund materials and institutional client reports.
• Liaises with different internal groups, of all levels, including sales/marketing, client relationship management, Technology and compliance to meet our reporting obligations
• Executes independent projects to automate deliverables and enhance team efficiency.
BASIC QUALIFICATIONS



• Demonstrate strong communication and interpersonal skills both written and oral
• Strong sense of attention to details
• Very strong financial risk awareness
• Strong analytical and logical skills
• Forward thinking, with the ability to assert new ideas and follow them through
• Ability to multi-task and meet multiple deadlines
• Be highly collaborative and team-oriented
• Proficient in Microsoft Office, specifically Excel and PowerPoint
PREFFERED QUALIFICATIONS



• Business Intelligence Tools like Alteryx, Tableau, QLIK, Nprinting, etc.
• Business / commerce degree from recognized institutes with an exposure in Finance
• Experience with client reporting
• Knowledge of Asset Management business and Financial Services industry
The four pillars of our company are to:



• Set the bar high for what a company should do
• Create jobs
• Offer people an opportunity to succeed and change their station in life
• Improve the communities where we live and work through volunteering and charitable giving