Management Consulting Group · 1 month ago
36275704 Client Reporting Onboarding Analyst not avail for w2 ref
Seattle, Washington, United States
Full-time
Onsite
Entry, Mid Level
$40/hr - $40/hr
2+ years expManagement Consulting Group is seeking a Client Reporting Onboarding Analyst to join the Reporting Solutions team at BlackRock. This role is focused on ensuring that clients receive timely and accurate reports and data, while also analyzing client requirements and improving service delivery.
Human ResourcesRecruitingStaffing Agency
Responsibilities
Formulate the successful delivery of critical reporting and distribution functions daily and partner with colleagues to craft and advance a globally aligned vision and business model
Analyze client requirements and deliver periodic client reports to demanding target dates
Analyzing trends in data requests to constantly improve service and client reports
Understanding the flow of client, market and fund information across BlackRock and external data providers
Leading and ensuring timely and accurate distribution of all deliverables; actively communicating potential delays to clients
Constantly evaluating systems, processes and procedures for inefficiencies and making recommendations for improvement
Use BlackRock's technology to provide efficient and scalable solutions, as well as regular application of Excel to customised solutions
Supporting various projects, including automation/standardisation efforts and the evolution of standard reporting
Understanding the risk environment within the department – promoting risk awareness, assessment and control
Qualification
Required
2-5 years experience
High level of proficiency in Microsoft Excel, particularly VBA is desirable
Keen interest in investment products
Extraordinary client service skills, maturity and autonomy in dealing directly with clientele
Excellent written and verbal communication skills
Strong work ethic and willingness to give beyond the scope of one's role to achieve team and firm objectives
Excellent attention to detail, extremely accurate and well organised
Strong analytical and problem solving skills with the ability to synthesise information, summarise issues and think creatively
Sharp control/risk mitigation mentality with ability to know when to raise issues
Advanced Excel proficiency
Strong communication – written and verbal
Client servicing experience – professional and mature interaction
Analytical mindset – spotting data trends, solving problems
Experience: 2–5 years in client reporting
Background: Worked in asset management, investment firms, banks, or financial institutions
Company
Management Consulting Group
Management Consulting Group is a staffing company that offers recruiting and managed services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Todd Ghanizadeh
Chief Executive Officer
Company data provided by crunchbase