Job Summary :
Client Servicing Analysts are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater&aposs global clients. They excel in addressing inquiries related to investment and accounting matters, serving as a vital link between clients and internal teams. These analysts play a pivotal role in delivering prompt, precise, and comprehensive responses to client queries, with the ultimate objective of efficiently resolving a substantial number of issues while ensuring that clients become enthusiastic advocates of Clearwater.
Responsibilities :
- Onboard new clients onto the Enfusion platform and set up "customized" reports for various business monitoring needs
- Oversee the reporting requests from existing (Live) clients in addition to the onboarding clients
- Take part in client calls to discuss, understand and scope out reporting requirements during the onboarding / implementation stage
- Leverage the Enfusion system to build impactful reports for COO's / CIO's, Portfolio Managers, Traders, Operations teams, Risk officers, and Fund Accountants
- Advise clients on reporting best practices and partner with clients to create custom Position and P&L reports, Trade and order blotters, Post Trade Compliance and Regulatory reports, Exposure analysis, Bespoke Risk and Scenario reporting, financial statement reporting, and much more within Enfusion platform
- Construct custom fields / columns using Java / JavaScript code to meet the varying needs of our diverse client base
- Work closely with solutioning and project managers to ensure we consistently meet the business needs of Enfusion's growing and evolving client base.
- Partner with the Product Management team to work on complex reporting requirements and determine product enhancements with respect to columns / fields
Required Skills :
Knowledge of Java ScriptOrganized, detail-oriented, and excellent analytical skillsMethodical and determined approach to problem-solvingAbility to handle and prioritize multiple tasks and work independentlyExcellent verbal and written communication skillsClient-facing experience will be beneficialEducation and Experience :
Bachelor's Degree in Computer Science, Finance, Accounting, or related field preferred1+ years of front office / middle office / back-office reporting and / or custom reporting experience at a prime broker, fund administrator, investment management company, or financial technology firmShow more
Show less
Skills Required
Java, Javascript