Report Production Associate

1 - 5 years

0 Lacs

Posted:3 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

You will be responsible for delivering a superior client experience through front-line client service to clients and related third parties. This includes understanding clients" reporting needs, responding to queries, and creating accurate reports. You will analyze trends in queries to improve service and client deliverables continuously. Your role will involve understanding the flow of client, market, and fund information across client and external data providers. You will configure new client deliverables by maximizing existing processes and tools. Additionally, you will facilitate bespoke report creation by analyzing and researching client, market, and fund data. Ensuring timely and accurate distribution of all deliverables is crucial, along with proactively communicating potential delays to clients. You will evaluate systems, processes, and procedures for inefficiencies and provide recommendations for improvement. Supporting various projects, including automation efforts and standard deliverables evolution, will be part of your responsibilities. You should have a keen interest in investment products and ideally possess 1-3 years of financial services experience, particularly in investment management, communications, or data visualization. Exceptional client service skills, outstanding written and verbal communication skills, and a strong work ethic are essential. Attention to detail, analytical and problem-solving skills, and the ability to operate under tight deadlines will be key to success in this role. A degree in business, finance, accounting, economics, or a related field is required, while an MBA or CFA is welcomed. Proficiency in Microsoft Office and a willingness to learn new applications are necessary. Experience with programming or automation tools like Python, RPA, or SQL is a plus. If you are interested in this opportunity, please submit your updated resume. For other job opportunities, visit the VARITE website. If this role is not suitable for you, feel free to share it with your network. VARITE offers a Candidate Referral program, where you can earn a referral bonus based on the candidate's experience level. VARITE is a global staffing and IT consulting company that provides technical consulting and team augmentation services to Fortune 500 Companies worldwide. We are committed to being an Equal Opportunity Employer. (Note: This is a standardized job description based on the information provided.),

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