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First Rate, Inc · 11 hours ago

Investment Performance Analyst

Arlington, TX

Full-time

Onsite

Mid Level

First Rate, Inc is dedicated to delivering quality customer service and performance reporting for its Service Bureau clients. The Investment Performance Analyst will be responsible for mentoring auditors, resolving client inquiries, and maintaining accurate performance reporting data.

FinanceFinancial ServicesSoftware

Growth Opportunities

Responsibilities

Create development plan for mentoring and training auditors

Maintain functional knowledge of team’s clients and able to provide direction in primary Analyst’s absence

Accurately resolve, with senior level guidance, account specific inquiries on performance or other service issues

Perform ad hoc client assignments and recurring daily, monthly checklist tasks specific to client assignments

Handle day to day communication on requests, tickets and processing status in timely and professional manner

Capable of conducting client training on First Rate CORE applications

Capable of reviewing and evaluating overnight processes and issues

Respond to client tickets via Service Desk within 24 hours. Resolution should include all applicable supporting documents and background information in the communication

Maintain KPI data on processing accurately and in timely manner

Generates monthly performance statistics data that are provided to client

Tracks time spent by client, project and task in approved time-keeping system

Archive client communication in Client Relations Manager system

Adhere to security standards when communicating client data

Create and maintain clients’ operation documentation and archive results in client specific locations

Demonstrate functional knowledge of OnPoint reports, CORE Advisor and Analyst, Professional, InfoAssist, Admin tool specifically user set-up and latest product release contents

Utilize base edits such as multi-row editing functionality unless specific SQL updates are approved by manager