Client Service Analyst

Job Purpose: 

  • The Client Service Analyst is responsible for the creation, support, and production of client reporting deliverables for QS Investors’ institutional, sub-advised, and international clients
  • This includes the understanding and support of client reporting solutions, operational processes, and utilizing technology to increase efficiencies.

Your Responsibilities:

  • Serve as the primary or support resource for fulfilling the daily, weekly, month, quarter, and annual client reporting deliverables
  • These include performance, positioning, and data deliverables for mutual funds, separate accounts, and commingled funds and portfolios
  • Serve as primary or support resource for ad-hoc client requests
  • Contribute to completing periodic due diligence requests and annual 15c responses
  • Work with Sales and Relationship Managers on client cross sale opportunities
  • Contribute to effective RFP and RFI responses when needed
  • Collaborate with Client Advisory, Business Management, Investment, and Compliance teams.

Skills and Qualifications:  

  • Bachelor’s degree required
  • 1-3 years of work experience in data analytics and reporting
  • Has a passion for the markets and desire to learn about of multiple client channels, investment strategies (equity and multi-asset), and investment vehicles (Mutual Funds, ETFs, SMAs, CITs)
  • Strong Microsoft Excel experience is essential. Experience using other Investment Software and Analytics (i.e. Factset, Bloomberg, Morningstar) is preferred.

Source: for more information click here.

More Information

  • Experience 1-3 Years
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Company Information
  • Specialism Brokers / Consulting
  • Address 100 International Drive Baltimore, Maryland 21202-1099 United States
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