Capital Markets Services Representative

Job Description

Producing high quality, accurate, and timely reports is one of the key aspects of providing superior service to our clients, prospects, and consultants. To that end, the reporting Team within Client Reporting Services (CRS) is responsible for maintaining and producing standard fund related marketing. The reporting team broadly is expected to develop expertise in the approaches they cover and are expected to understand the portfolio's outlook, process, positioning, strategy, and the current market environment. The team will be closely aligned with Investment Products & Strategies and serve as senior associate to CSG and GRG broadly.

Roles and Responsibilities

Responsibilities for this role include, but are not limited to :

• Ability to understand evaluate Capital Market and financial product requirements.
• Creation of Client Investment Review and Portfolio View.
• Ability to understand business processes to verify controls are effective, mitigate risks, and suggest changes to control descriptions as needed.
• Attention to details.
• Should be a self-starter, motivated and highly energized individual to compete the complexity of the process.
• Adaptable and flexible.
• Ability to perform under pressure.
• Problem-solving skills.
• Ability to establish strong client relationship.

Qualifications

The ideal candidate will possess the following qualifications :