Client Reporting Services Analyst

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