Wstecz
Liczba aplikacji: 5

Analyst - Client Reporting/Performance

Workplace address:
Swobodna 3, Wrocław
Position category:
Analysis , Banking
Position level:
Junior specialist
Workload:
full-time
Work hours:
9:00 – 17:30
Remote possible:
during pandemic
Employment type:
employment contract
Shift work:
NO
Team size:
30+
Team management:
NO

Key responsibilities

  • Accountable for the timeliness, accuracy and quality of reports based on client specific deadlines.
  • Provide effective communication of all work undertaken. Keeping management fully updated regarding any service delays or client issues by escalating promptly and providing supporting information as required.
  • Action and monitor ad-hoc client requests through relationship managers and directly as appropriate. Track effort and monitor to successful resolution.
  • Conduct change management activities (e.g. new benchmarks, fund restructures etc).
  • Actively maintain accurate client information held in the GRS databases.

We expect from you

  • A basic understanding of Investment Monitoring services and financial instruments.
  • Experience in the preparation of analytical or financial reports. Additional experience working with large and complex databases and an ability to understand how they function/interact preferred.
  • Demonstrated computer proficiency, including advanced knowledge of MS Excel, as well as problem solving and analytical skills.
  • Strong analytical skills with attention to detail. Ability to analyze investment guidelines and policies to determine testing requirements.
  • Proven organizational skills and ability to handle high volumes with tight deadlines.
Education
Finance/Statistics/Maths related experience or degree is preferred.
Foreign Languages
English, C1
Experience
0
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3
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5
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9+

Nice to have

  • Previous experience with regulatory reporting and UCITS requirements will be an advantage.
  • Basic knowledge of SQL tool would be an advantage.

Your set up

  • individual training plan
  • 1: 1 meetings
  • individual bonus
  • funding for education
  • Local and global job opportunities

For your comfort

  • life insurance
  • medical care
  • pension program
  • charity events
  • sport card
  • referral program

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