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Client Reporting Services Analyst

Open 63d

Job Title : Client Reporting Services Analyst

Work Location : 400, Howard Street, San Francisco, CA – 94105

Duration : 06+ Months (Possible Extension)


Job Description:

• Client Reporting Services (CR Services) is accountable for all aspects of our clients’ reporting experience, including the provision of market leading client reporting and effective client query management.

• This position is located in San Francisco, reporting to the CR Services Director of the San Francisco Team.

• Responsibilities include successful delivery of critical functions on a daily basis and partnering with global colleagues to create and advance a globally aligned vision and business model.


Responsibilities will include (but are not restricted to) the following:

• Deliver a superior client experience via front-line client service to clients and related third parties, including fielding and responding to client queries and the creation of accurate and meaningful ad hoc reports

• Analyze trends in queries to constantly improve service and client deliverables

• Understand flow of client, market and fund information across BlackRock and external data providers

• Configure new client deliverables, maximizing the use of existing processes and tools

• Facilitate bespoke report creation through analyzing and researching client, market and fund data and related information

• Oversee and ensure timely and accurate distribution of all deliverables, proactively communicating potential delays to clients.

• Constantly evaluate systems, processes and procedures for inefficiencies and make recommendations for improvement.

• Support various projects, including automation/standardization efforts and the evolution of standard deliverables

• Understand the risk environment within the department – promote risk awareness, assessment and control


Requirements:

• BS/BA in business, finance, accounting, economics, or related field. MBA or CFA welcomed.

• Solid Excel skills

• Intermediate SQL Skills

• Keen interest in investment products and a preference of 1-3 years of financial services experience, especially investment management, communications or data visualization.

• Outstanding client service skills, maturity and judgment in dealing directly with clientele.

• Exceptional written and verbal communication skills are essential.

• Outstanding work ethic and willingness to contribute beyond the scope of one’s role to achieve team and firm objectives.

• Excellent attention to detail, extremely accurate and well organized

• Strong analytical and problem solving skills with the ability to synthesize information, summarize issues and think outside the box

• Sharp control/risk mitigation mentality with ability to know when to escalate issues

• Ability to operate effectively under tight deadlines and to prioritize work with strong emphasis on time management

• Able to exercise sound judgment and to appropriately document conclusions

• Ability and desire to work in a team environment; willingness to ask questions but also to learn independently

• Proficiency in Microsoft Office and an aptitude for learning new applications


To schedule an interview, please contact;

Vishwas Jaggi

973-475-7482

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