Investment Performance Analyst

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To retain profitable and referenceable clients through the delivery of cohesive team-based customer service experience and audited performance reporting data to Service Bureau clients that is defined by quality, accuracy and timeliness.

• 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, Info Assist, 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.

• Excellent written and verbal communication skills
• Technical and analytical skills
• Excellent problem solving skills
• The ability to juggle multiple projects at once, and prioritize effectively
• Drive to understand the meaning behind a process, not just the how
• Desire to join a team-oriented culture that supports innovation and collaboration

• Associate

• Full-time

• Analyst

• Software Development

• Medical insurance
• Vision insurance
• 401(k)
• Paid maternity leave
• Paid paternity leave
• Tuition assistance
• Disability insurance

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