Client Reporting & Account Servicing Associate Position Available In New York, New York

A recognized financial services company is currently seeking a new Client Reporting & Account Servicing professional to join their Enterprise Business Services team.

Responsibilities:

Actively participate in all phases of the reporting process Play a key role in idea/enhancement generation while challenging the conventional view constructively and respectfully to influence the direction of progress Foster cooperative environment and work with team meeting existing requirements while laying the foundation for future improvements Run monthly and quarterly reports from various data sources to help assist in the reporting packages Produce and create key artifacts that are critical to the documentation and organization of the existing reporting process Engage the Client Service team to understand and consolidate data requests and new initiatives Participate in analysis of their reporting platform for comparison to industry standards and best practice Perform other duties, as needed

Qualifications:

3+ years of recent experience in Asset Management (Buy Side) Reporting in a similar role Fair understanding of Fixed income portfolio characteristics and key reporting data points Knowledge of a broad range of asset classes (Gov’t, Muni, Mortgage, Corporate, Loans) Proficiency with creating reporting packages and bringing together data from various sources in accurate and timely way Advanced Microsoft Office Skills Experience and comfort dealing directly with Clients, Investment Teams, and other senior stakeholders Solid communication and interpersonal skills Highly organized, detail oriented, ability to multitask and problem solve Ability to use multiple sources to verify transaction details, holdings attributes, and other activity