Client Reporting Analyst

  • location: Windsor, CT (remote)
  • type: Contract
  • salary: $35 - $46.50 per hour

job description

Client Reporting Analyst

job summary:
Profile Summary:

As a member of the Client Service Team, and part of a growing institutional distribution group, the contractor will serve as the primary person responsible for the conversion of manually generated reports into a report generation and report management system called Coric (SimCorp platform). The engagement will included developing report layouts, identifying data from the data model, coding the report in Coric, and automating the execution and workflows.

Profile Description:

  • Work to convert reports that are manually executed into an investment management report management system
  • Use system capabilities to code and automate report generation
  • Develop report workflows
  • Work with tight deadlines to deliver fully automated reporting
  • Work with team members to identify reporting deliverables and create automated client reports
  • Proactively identify areas for process improvement and efficiency and implement these improvements
  • Develop reporting and coding documentation
  • Apply investment knowledge and experience to identify opportunities to enhance and/or expand quality and level of information
Knowledge & Experience:

  • Knowledge and experience with investment management client reporting and report management systems (SimCorp's Coric desired but not required)
  • Power user of Excel required with familiarity creating reports, macros, and visualizations
  • Knowledge of data sourcing for report development
  • Experience with data visualization
  • Experience working with report layouts, data from diverse sources, report automation and workflows
  • Technical aptitude and desire to quickly learn the Coric reporting system and the end to end functions
  • Must be resourceful, research oriented and proactive, with the desire to solve both business and technical issues independently
  • A good working knowledge of investment reporting concepts
  • Hands on experience with software & applications
  • strong communication skills and work ethic
  • Able to work collaboratively intra-departmentally across a multi-dimensional organization
  • Undergraduate degree in Finance, Accounting, Economics, Marketing, or MIS
 
location: WINDSOR, Connecticut
job type: Contract
salary: $35.00 - 46.50 per hour
work hours: 8am to 5pm
education: Bachelors
 
responsibilities:
  • Work to convert reports that are manually executed into an investment management report management system
  • Use system capabilities to code and automate report generation
  • Develop report workflows
  • Work with tight deadlines to deliver fully automated reporting
  • Work with team members to identify reporting deliverables and create automated client reports
  • Proactively identify areas for process improvement and efficiency and implement these improvements
  • Develop reporting and coding documentation
  • Apply investment knowledge and experience to identify opportunities to enhance and/or expand quality and level of information
 
qualifications:
  • Experience level: Experienced
  • Minimum 3 years of experience
  • Education: Bachelors
 
skills:
  • Reporting Services
  • Data Analysis (3 years of experience is required)
  • report management (2 years of experience is required)
  • WORKFLOW (3 years of experience is required)
  • Excel
  • data visualization
  • data sourcing

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

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