Analyst, Client Reporting

GCIR Team Summary:

IGI manages the intake process for requests of new report types and first run production of new product reporting. The team also governs GCIR branded reporting templates and automated kit slides by assessing change requests, working with internal business partners to understand needs, and determining scalable standards. The group is also responsible for assessing impact of firm-wide and product-specific changes to GCIR material and implementing those changes directly or communicating necessary updates to production teams.

Role Summary:

Monitors and reports on client portfolio performance. Continues to develop an understanding of online tools and reporting platform. Answers standard and moderately complex inquiries from clients regarding client reporting operations. Reviews data leveraged to support business initiatives.

Responsibilities:

• Provides analysis and development of reports related to all aspects of account activities, performance, and investment-related practices and procedures.
• Serves as an escalation point for client inquiries. Continues to develop knowledge on various product and investment offerings in order to address client inquiries and concerns.
• Maintains the reporting system utilized by clients to generate reports on their portfolios and portfolio performance. Trains clients on reporting system.
• Interprets and suggests programs or improvements to services delivered in order to improve client service and operational experience.
• Continues to develop expertise in investment data and compliance requirements.

Typical Qualifications:

• Bachelor's degree or the equivalent combination of education and relevant experience AND
• 2+ years of total relevant work experience

Preferred Qualifications:

• TRP product knowledge is a plus
• Experience with Seismic reporting platform is a plus
• Familiarity with TRP websites is a plus
• Proficiency with PowerPoint and Excel
• Demonstrates adaptability, ability to work with uncertainty, takes initiative, can work independently, and is resourceful
• Demonstrates a questioning attitude and desire to understand the “why” behind things
• Excellent analytical skills and attention to detail, accuracy and deadlines
• Excellent communication and interpersonal skills and the ability to build relationships at all levels of the organization
• Proven ability to work in a team environment with a strong sense of urgency
• Highly motivated with demonstrated initiative and the ability to work independently

FINRA Requirements: FINRA licenses are not required and will not be supported for this role.

Work Flexibility: This role is eligible for remote work up to two days a week.

Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States (e.g., H1-B visa, F-1 visa (OPT), TN visa or any other non-immigrant work status).