Client Reporting Analyst Resume Sample
Marta Reynolds
5076 Carlo Cape,
Boston,
MA
+1 (555) 622 5855
Work Experience
Senior Client Reporting Analyst
02/2017
-
PRESENT
Houston, TX
- Ensure the accounting system meet the Indonesia Regulatory Requirement on Tax Calculation on fixed income securities’ accrued interest and gain on maturity thru reconciliation of manual database and recommend the correct adjustment entries on a daily basis
- Prepare and perform quality checking in fact sheet reports that shows fund performance and holdings for ILAS (Investment Linked Assurance Scheme), MGF, MAF and MHK
- Take ongoing ownership of reporting for a variety of large clients and internal uses
- Produce regular client reports
- Single point of contact for Client Relationship Associates, Portfolio Managers and Portfolio Implementation for all reporting needs
- Responding to ad-hoc requests both from internal or external client’s e.g. Auditors, third party data or service providers, consultants etc
- Support strategic departmental initiatives. Assist with project work when required, data gathering, analysis and user acceptance testing
Client Reporting Analyst
01/2010
-
10/2016
Dallas, TX
- Ensure all tasks are delivered efficiently. Continuous improvement required for all processes and the updating of all procedures
- Organizing the printing and distribution of all client reporting delivered by post
- Facilitate the completion of due diligence questionnaires/checklist for clients managed by Manulife Asset Management
- Prepare fact sheet reports that shows fund performance and holdings for Retails Clients
- BlackRock offers a comprehensive orientation package in addition to relevant Client Reporting systems training
- BlackRock provides extensive opportunities for personal and professional development as well as a robust program of continuous competence and skills training within Client Reporting
- Understand the budget process and provide detailed research and analysis on financial impacts from committed deliverables; respond to executive ‘tasks’ with immediate attention and short turn-around time frames
- Experience in similar environment
Global Client Reporting Analyst
04/2005
-
10/2009
Dallas, TX
- Very good knowledge of MS Excel and Visual Basic
- Good organisational and prioritizing skills
- Strong attention to details and very good awareness of data accuracy
- Responding to customer’s requests related to reports
- Contributing to definition of the global policies and standards, particularly when concerning data sources, quality and consistency
- Contributing to the definition of new or changed report layouts in accordance with company branding, policies and standards
- Ensure all onboarding requirements are met in transitioning new clients, changes to existing deliverables, as well as terminating clients, for investment mandates
- Interpretation to stake-holders of client reports produced
- Direct oversight of the production process for fund ranges/clients
Education
Kettering University
2000 - 2004
Bachelor's Degree in Computer Science
Professional Skills
- Excellent interpersonal, written communication, and presentation skills
- Client focused individual with strong communication skills
- Strong communication skills and ability to deal with colleagues at senior levels within the business
- Excellent numerical comprehension and analytical skills
- Solid communication skills, both verbal and written, including coordinating meetings/calls
- Strong working experience of operations and performance measurement functions
- Develop technical skills and participate in local/global firm initiatives to streamline processes and functions vital to servicing clients
How to write Client Reporting Analyst Resume
Client Reporting Analyst role is responsible for organizational, excel, database, sql, finance, credit, training, architecture, design, research.
To write great resume for client reporting analyst job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Client Reporting Analyst Resume
The section contact information is important in your client reporting analyst resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Client Reporting Analyst Resume
The section work experience is an essential part of your client reporting analyst resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous client reporting analyst responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular client reporting analyst position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Client Reporting Analyst resume experience can include:
- Excellent time management skills - ability to manage against short deadlines
- Demonstrate a good understanding of investment and banking products
- Proficient utilizing Microsoft Excel with intermediate PowerPoint skills
- PC literacy, with MS Excel skills particularly advantageous
- Maintain strong and effective relationships with regional Relationship Management and Client Service teams to ensure a high level of service is provided
- Advanced Microsoft Office Skills (Visio, Excel, & PowerPoint) with ability to prepare Senior Leader level presentation decks
Education on a Client Reporting Analyst Resume
Make sure to make education a priority on your client reporting analyst resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your client reporting analyst experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Client Reporting Analyst Resume
When listing skills on your client reporting analyst resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical client reporting analyst skills:
- Strong organizational skills with the ability to reprioritize
- Crisp written and verbal communication skills; able to effectively lead meetings, follow up, negotiate and resolve issues
- Experience of Vermillion and strong excel skills
- Detail oriented, highly organized with the ability to effectively plan, multi-task and competing priorities
- Detail-orientated with good organizational skills
- Strong financial and systems analytic skills
List of Typical Experience For a Client Reporting Analyst Resume
1
Experience For Institutional Client Reporting Analyst Resume
- Strong quantitative and analytical skills
- Detail oriented and strong organizational skills
- Strong interpersonal, time management, project management, and organizational skills
- Able to communicate effectively across all levels of the business
- Navigate databases and run SQL scripts/queries as a complimentary skill set. Or desire to build such a skill set
- Demonstrates intellectual curiosity and bias for critical thinking / analytical by nature
2
Experience For Senior Client Reporting Analyst Resume
- Experience in similar environment
- Manage multiple projects, deadlines and tasks with strong attention to detail and accuracy
- Previous experience as a financial analyst or general accountant
- Experience with DDL and DML T-SQL
- Effective time management is essential in order to manage your allocation of work across the business contents
- Work on and prioritise multiple assignments simultaneously
- Diverse Enterprise experience
3
Experience For Global Client Reporting Analyst Resume
- Strong team work ethos
- Liaising with other departments as required ensuring that client reporting requirements are met
- Reconciling data between internal accounting and reporting systems
- Meeting strict client SLA’s and KPI’s
- Updating process documents
- Understanding of performance attribution and portfolio characteristics
- Streamline firm costs by researching, documenting and analyzing charges with aim to maximize pass-throughs to clients and increase firm revenue retention
4
Experience For Data Quality & Client Reporting Analyst Resume
- Coordination of the quality assurance process. In addition to reviewing testing done by the QA team
- Advanced excel knowledge including VBA programming
- Act as main point of contact and subject matter expert for client reporting package system setup and maintenance
- Draft and update functional specification documentation including use cases, business requirements, and process and data workflows
- Create detailed documentation outlining report criteria and provide recommendations to the requestor based on the results of the report
5
Experience For Asset Management, Client Reporting Analyst Resume
- Develop and manage team Scorecard and Dashboard reporting
- Multi-task while delivering high quality
- Easily build internal and external working relationships
- Capable of working under high pressure situations with tight deadlines
- Willing and able to learn various unique programs (e.g. FactSet, Zephyr, etc.)
- Technical aptitude for working with and through technology
6
Experience For Baam Global Client Services & Client Reporting Analyst Resume
- Calm under pressure and able to cope with multiple and competing demands/deadlines
- Highly motivated and willing to suggest and embrace change for continued best practice
- Be self-sufficient and have creative approaches to problems by being resourceful
- Enjoys solving complex problems with simple solutions
- Manage data management and reporting routines and manage deliverable cycles to support enterprise governance
- Place a high focus on data quality throughout – ensuring the KPI data captured is accurate and conforms to patterns, tolerances, ranges and general ‘sanity’ checks
- Produce regular and ad hoc reports in line with the team’s agreed reporting schedule and ensure that reports are distributed on time and to the required high quality, against agreed Service Level Agreements and using appropriate channels
7
Experience For Client Reporting Analyst Fpir Resume
- Identify opportunities to enhance or streamline existing workflows and apply technology initiatives to current processes
- Partner with IPS and GRG teams to understand the fundamentals of our investment approaches, the reporting needs of our clients invested in those approaches, and the guidelines which govern our activities related to client reporting
- Peer reviewing client deliverables completed by the team as needed to ensure accuracy, data reasonability, etc
- Use appropriate tools to produce/review fund monitoring reports for our clients
- Update the department with relevant daily, weekly and monthly stats & MIS
- Production/review of generic output, such as our market summaries and other internal quantitative information products
- Report on a wide range of funds from Long Only, Long/Short, Credit and Managed Futures to name a few. The majority of these reports are produced on a monthly basis
- Provide an explanation of the effect of market movements on the performance of our product range and also include performance, contribution/attribution and exposure data
8
Experience For Investment Performance & Client Reporting Analyst Resume
- Publish performance newsletters that keep the company and clients abreast of key performance movements on flagship funds and overview newsletters of content engine performance and outlooks on a weekly basis
- Preparing and reviewing custom reports on a monthly, quarterly or ad-hoc basis
- Data analysis and quality control in regards to projects and department enhancements
- Detailed written & verbal respond to ad-hoc requests, issue resolution and provide answers to advisor/associate inquiries
- Support some offshore Business Services
- Escalation of exceptions and issues to management in a timely manner
- Identify, gather, and organize data to provide accurate and timely information to support US and non-US institutional clients
- Preparation of ad hoc reports required by clients and their consultants and completed by stated deadline
9
Experience For Strategy, Planning & Client Reporting Analyst Resume
- Provide support to Relationship Mangers, Client Account Managers and Consultant Relations Teams
- Follow the policies and procedures as defined by team manager
- Use internal and external software packages to gather data
- Excellent communication skills including strong written, verbal and listening skills and ability to interact with various departments and all levels of management
- Learn and embrace new technologies
- Self-motivated with the ability to work individually or in a team environment
- Provide and support data for RFPs, DDQs, 15Cs, etc
10
Experience For Gwm-client Reporting Analyst Resume
- Successful delivery of critical functions on a daily basis, providing guidance and development to service staff, and partnering with global colleagues to create and advance a globally aligned vision and business model
- Proficiency in MsOffice and an aptitude for learning new applicationsSearch Jobs US
- Understand flow of client, market and fund information across client and external data providers
- Place a high focus on data quality throughout - ensuring the KPI data captured is accurate and conforms to patterns, tolerances, ranges and general ‘sanity’ checks
- Actively contribute to the support and oversight of all production oriented processes related to client reporting activities, such as system set-up, aggregated data extracts and automated document publication processes
- Liaising with internal teams and/or external vendors to investigate and resolve issues and maintaining various quality control and monitoring procedures. It includes responsibility for ensuring all systems and reports are updated and maintained to reflect both organizational and regulatory changes
- Supporting the monthly Factsheet production process with an external vendor and overseeing the Costs & Charges reporting required under MiFID II and associated regulations
- Coordinate across jurisdictions when designing, implementing and supporting client reporting needs and serve as central point for gathering data requirements and working with the Data Governance Organization
- Create and maintain detailed documentation of all requirements and procedures associated with the system artifacts globally
List of Typical Skills For a Client Reporting Analyst Resume
1
Skills For Institutional Client Reporting Analyst Resume
- Good people / interpersonal and process skills
- Recent & direct experience with Data, Data gathering and Reporting (sourcing, building reports, analyzing data)
- Excels at operating in a fast pace, community environment while being adept at changing focus quickly to competing priorities
- Experience of completing and checking full monthly and quarterly investment reports
- Experience of responding to complex reporting/performance queries
- Experience of working in Client Reporting within an Asset Management firm
- Strong working knowledge of global financial instruments
- Passionate about improving client experience
- Experience of dealing with different functions and business areas
2
Skills For Senior Client Reporting Analyst Resume
- Develop strong working relationships with Business, Technology and Operations
- Good understanding and a clear interest in financial markets
- Data management and analysis experience, preferably supporting risk identification and risk governance
- Data mining experience
- Collaborate with IT to resolve technology-related issues and prioritize enhancements with respect to client reporting
3
Skills For Global Client Reporting Analyst Resume
- Fraud team experience
- Excellent knowledge of regulatory requirements for global institutional and wholesale clients
- Experience leading MicroStrategy or BI projects with full domain knowledge of the software
- Demonstrate initiative and comfortable managing deadlines
- Experience in financial services industry using financial systems applications
4
Skills For Data Quality & Client Reporting Analyst Resume
- Previous financial reporting experience,
- Experience in working with Clients in UK and/or US,
- Around 4 years of experience in similar institution,
- Supporting ad-hoc administration and project requirements within the Client Reporting Team
- Handling of field office inquiries directed to us by phone, inquiry tracking system or email
- Participating in process setup for Client Reporting team
- Ensuring the accurate and timely dispatch of client reports
- Supporting projects or specific work streams
5
Skills For Asset Management, Client Reporting Analyst Resume
- Outstanding work ethics and willingness to contribute above and beyond the scope of one’s role
- Acting as a team leader's deputy
- Working knowledge of global financial instruments, financial markets fundamentals, fund services industry
- Delivering reports within regulatory-set deadlines or within industry standard timelines
- Act as lead liaison between internal resources and external clients fulfilling client requests regarding billing, expenses and profitability reporting
6
Skills For Baam Global Client Services & Client Reporting Analyst Resume
- Assist in resolving issues / risks through to resolution, ensuring appropriate escalation at all times
- Maintain impeccable records for all standing client reporting requirement, amend records as needed
- Develop understanding of Salesforce to ensure all client reporting is updated to the system for quick reference
- Enhance existing reporting processes with a focus on simplification, consistency, automation and improved client communication
- QA reports for not only coding errors and issues, but also make suggestions on data representation and learn and support multiple client reporting tools
7
Skills For Client Reporting Analyst Fpir Resume
- Draft and maintain policies and procedures for supporting Client Reporting function
- Responsibility for maximising the automation potential of client reporting and dependent systems for efficient workflow and production
- Generate analysis and pricing models in support of existing client relationship
- Assist in the maintenance and updating of all Client Reporting materials on intranet
- In-depth knowledge of bank systems and applications including those used to automate data reporting
- Assist with the coordination and production of client portfolio reviews during the quarterly reporting cycle
8
Skills For Investment Performance & Client Reporting Analyst Resume
- Minimal physical requirement other than occasional light lifting of boxed materials
- Extremely quality driven and possessing an attention to detail
- Critical thinking, analysis and interpretation of data
- Provide support for our internal 'Market Information Service' email service, assisting with technical queries
- Production/review of manager selection briefing papersAssist with the production or review of ad-hoc analytical reports
9
Skills For Strategy, Planning & Client Reporting Analyst Resume
- General assistance to members of the Global Client Service Team to fulfill reporting requirements, manage client inquires and client information
- BS/BA Finance, Accounting, Economics
- Provide data for client reporting
- Improve upon client reporting efficiencies
- Continuous improvement of the processes, reduction of risk and process streamlining
10
Skills For Gwm-client Reporting Analyst Resume
- Analyze metrics reporting, assure relevance and adjust as needed. React to trends and modify processes accordingly
- Liaise with global operational and portfolio management teams as required to ensure scheduled and ad-hoc client reporting requirements can be met
- Active participation in the testing of system enhancements
- Adherence to and upgrading of team procedures and controls
- Support the on-boarding of new clients and mandate transition events and changes
- Maintain a positive approach to supporting key client relationships
- Coordinate completion of compliance related reporting from internal departments
List of Typical Responsibilities For a Client Reporting Analyst Resume
1
Responsibilities For Institutional Client Reporting Analyst Resume
- Maintain complete and accurate client reporting records and contribute to a strong internal control environment
- Keen interest in investment products and ideally 1+ years financial services experience, ideally in investment management
- Assertiveness, initiative, strong work ethic, and a team focus
- SAS Crystal Reports – including SQL coding
- Support Client Reporting Senior Manager - EMEA
- Successfully and accurately complete all client reporting deliverables
- Manage deadlines proactively; ensuring line manager is kept updated on progress
- Participate in cross training efforts on all RDS functions
2
Responsibilities For Senior Client Reporting Analyst Resume
- Help to ensure consistency and best practice across our compliance and regulatory reporting to clients
- Oversee the coordinated receipt of compliance related reporting from internal departments
- Preparation of monthly upload files for Client Reporting database
- Preparation of monthly Client Reporting database reconciliation
- Maintain and update documentation on all Client Reporting processes
- Maintain and update previously developed client reporting
- Generate monthly client analysis, office and practice area reporting
3
Responsibilities For Global Client Reporting Analyst Resume
- Analyze profitability of unbilled time in advance of final client billing, as needed
- Review accuracy of matter practice coding and implement corrections based on Partner input
- Review accuracy of matter billing arrangements and implement corrections based on Partner input
- Gather data, produce, publish and distribute scheduled and ad-hoc client reports
- Investigate, resolve and communicate any data/reporting issues and analyze and interpret data to identify trends, patterns and opportunities for the business and clients
4
Responsibilities For Data Quality & Client Reporting Analyst Resume
- A detailed, organized, multi-tasking informational enthusiast who can use critical thinking and problem solving expertise to help analyze seemingly disparate pieces of data and information
- Communicate issues through the appropriate channels in a timely manner
- Complete ad hoc projects and requests from clients and senior management
- Escalate any system issues or development needs through the appropriate channels
- Document updates to procedures, as required
- Foster positive relationships with internal and external stakeholders
5
Responsibilities For Asset Management, Client Reporting Analyst Resume
- Engage with and support implementation of global operational model
- Documentation of desktop procedures, best practices, minor development document, post implementation analysis
- Knowledge of financial services industry products, processes and best practices
- Dedicated responsibility to produce a defined segment of client reports, and associated requirements and requests
- Production of monthly & quarterly client reports to ensure they are delivered accurately and in a timely manner including institutional reports, factsheets, regulatory reporting, distribution agreements and ad-hoc requests
- Understand systems, data, associated processes and controls to ensure the accurate and timely production of reports and data delivery
- Assistance with provision of management information statistics
6
Responsibilities For Baam Global Client Services & Client Reporting Analyst Resume
- Participation in functional and global project initiatives and tasks
- Participation in reviewing, assessing and upgrading global report contents, ensuring appropriate levels of service and information is supplied across a diverse global client base and product range
- Assist the Client Reporting Senior Manager – EMEA with business management activities, contribute to new product/client mandate launches and engage with regulatory projects as they relate to client reporting
- Responsible for contributing to management information reports, as defined by Head of Global Private Markets Operations
- Under direct supervision, refer to various sources and populate data in questionnaires and consultant Databases with information pertaining to various assets and associated strategies
- Review the work of peers; ensure accuracy and enforce compliance rules as applied to fund performance reporting
- Participate and contribute to the events organized internally in the team, department and company
- Support and complete various efficiency and capacity-building initiatives, including automation/ standardization efforts, client research, and representing RDS in firm-wide projects
7
Responsibilities For Client Reporting Analyst Fpir Resume
- Foster a culture of excellence, innovation, communication and accountability, where all members of the team are motivated to go above and beyond
- Understand the risk environment within the department to practice and promote risk awareness and control
- Prepare compliance and regulatory reports primarily for US mutual fund clients and handle client requests on these topics
- Provide assistance to USFIG on compliance and regulatory issues
- Coordinate completion of due diligence questionnaires and meetings for mutual fund clients
8
Responsibilities For Investment Performance & Client Reporting Analyst Resume
- Proactively identify needed enhancements for reports and systems and assist in cross-functional efforts to develop solutions
- Respond timely to analysis and information requests
- Highly organized, able to appropriately retain & reproduce data on request
- Self-motivated - ability to work independently, recognize and vet business intelligence needs and develop/execute plan to address, draw meaningful conclusions and develop recommendations
- Strategic, end-to-end thinker with a very strong practical viewpoint
- Foundational knowledge of the mutual fund industry and the Investment Company Act of 1940
- Experience interacting with clients to understand business issues, define and pitch projects, develop and own analytic solutions, generate insights, and present findings and recommendations
- Data analysis experience within financial services
- Knowledge of investment and financial products
9
Responsibilities For Strategy, Planning & Client Reporting Analyst Resume
- Can read Traditional Chinese
- Manage own workload and take responsibility for tasks
- Able to manage multiple projects simultaneously
- Ability to work independently in a team‐oriented environment
- Proficient in Microsoft Office, specifically an advanced (or intermediate) knowledge of Excel
10
Responsibilities For Gwm-client Reporting Analyst Resume
- Energetic, flexible, collaborative, and proactive
- Self-driven and ability to work independently and with limited direction
- Full domain knowledge of MicroStrategy 10 software (certification required)
- Full life cycle Microstrategy Architecture and Dashboard implementation is requiredEnd to end knowledge of business intelligence and data warehousing architectures
- Strong SQL skills with the ability to optimize, analyze, and improved database SQL performance on any of the following platforms: SQL Server, Hadoop, and Teradata
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