Senior Analyst

Job Description Summary

Working within the Asset Owners America (AOA) serving the Client Service Group for a range of institutional clients. To perform a variety of tasks within the IIG North America team in an accurate and timely manner, working closely with shared service within Business services and CIS. To continually aim to improve the service offered to internal stakeholders and external clients.

To take on appropriate tasks from the Team Leader and escalate issues as appropriate in a timely manner.

Key Responsibilities / Duties

• Understanding of the Client Service delivery and its importance to internal and external clients
• Responsible for delivery of all client tasks (Account opening/Closing procedures, Auto-sweep, IM Fee Reconciliation, Bespoke activities, Client Reporting, Handling Client Request/Inquiries, Overdraft Monitoring, Market Price updates, FX, Trade, Processing Standing Instructions, etc.) accurately and within specified timeframes
• Responsible for following established guidelines and identifying and resolving problems
• Respond to external queries received in relation to client reports and general queries received from clients, CSMs/AMs, consultants, auditors other third parties
• To work closely with the relevant contacts within Asset owners America clients to provide the best possible service, responding to queries and escalating as appropriate.
• Assist with testing of ongoing projects as required
• Perform quality checks to ensure excellence and proactively communicate procedure updates to the team
• Be aware of all service level agreements and KPIs in place
• Foster and develop long-term relationships with internal groups and suppliers
• Continuously meet and exceed the expectations and requirements of all clients
• Work within a team with a strong willingness to assist others when required, building effective relationships with members of other teams
• Be able to play the role of SME and train the new hires of the team
• Perform Root Cause Analysis of Errors and suggest controls

Core Skills / Competencies Required

• Extensive experience in a client reporting/servicing role
• Must have a strong understanding of Operations processes
• Familiarity with a wide range of Investment instruments and with asset servicing terminology
• Strong working knowledge of Microsoft Excel
• Ability to communicate effectively with clients and at all levels internally
• Numerically competent with strong problem solving and analytical skills
• Ability to work flexibly when dealing with varying client requirements
• Ability to work within a team environment
• Organizational skills and the ability to prioritize a busy workload

Eligibility

• Demonstrated client servicing capabilities at all levels are required for success in this position. Preferably, 20 - 24 months of experience
• Eagerness and creative attitude towards improving product offering as well as a desire to identify and implement process efficiencies
• Ability to quickly understand new systems, both in-house and market data provider systems
• An operations environment background, from one that is deadline driven with a strong focus on controls, targets, change and challenging the norm

Eligibility - Internal Partners

• 12 months as an Analyst II

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