Senior Client Reporting Analyst

Job Description

About Columbia Threadneedle InvestmentsWorking at Columbia Threadneedle Investments youll find the promise we make to our clients is the same one we make to our employees: Your success is our priority. Here, youll find growth and career opportunities across all of our businesses. Were intentionally built to help you succeed. Our reach is expansive with a global team of 2,500 people working together. Our expertise is diverse with more than 650 investmentprofessionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients specific requirements. Columbia Threadneedle is a people business and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to providing an inclusive workplace that supports the diversityof our employees and reflects our broader communities and client-base. We appreciate that work-life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter. Job Purpose StatementResponsible for client reporting change functions including establishing and maintaining institutional client reports on reporting tools, systems and internal records and the production of the institutional client reports across multiple operations and businessunits. In this role, the analyst is responsible for pulling reporting requirements, working with Distribution and building out reports. BAU will also include the preparation of reports in adherence to controls and processes. Role ResponsibilitiesHow youll spend your time....

• Attending Go Live calls, buidling new reports and changes to any existing reporting following official processes.
• Monitor regularly all reporting requests using SalesForce and providing updates to Stakeholders.
• Maintain relationships with external (e.g. System Vendors) and internal partners (e.g. accounting, administration, performance, investments, relationship managers) to achieve goals.
• Understand internal and external client goals, needs and expectations. Provide effective and timely communication.
• Monitor, track and report on performance again service level goals and benchmarks. Perform trend analysis, identify, recommend and implement process improvements designed to meet client expectations and corporate goals.
• Ensure policies and procedures are current and provide oversight of policies and procedures to meet compliance requirements.
• Provide subject matter expertise an execution support to business-driven initiatives, internal partners, leadership or projects related to operations as necessary.

Key CapabilitiesTo be successful in this role you will have....

• Bachelors degree or equivalent work experience (3+ years) preferably in Accounting, Reporting and Finance and or related field
• Experience in the financial services industry, preferably in asset management and/or wealth management
• Knowledge of security attributes crossing several asset types and accounting concepts.
• Proven people leadership with prior experience managing a team.
• Proven ability to manage multiple priorities and time sensitive deadlines. Must be highly responsive and proactive in a fast-paced changing environment.
• Strong leadership competencies and execution skills by way of cross-collaboration and workflow facilitation with multiple internal business partners.
• Strong analytical and critical thinking skills with the ability to interpret data, reach conclusions, and take action.
• In-depth knowledge of business operations and ability to conduct process improvement efforts;
• Strong relationship and communication skills in working with colleagues and ability to present and influence on recommendations.
• Demonstrated intermediate to advance proficiency in Word, MS Excel and PowerPoint

Desired CapabilitiesIf you also had this, it would be great....

• Experience with institutional reporting
• Experience with Vermilion Reporting Suite
• Experience with Aladdin
• Ability to effectively partner and influence both internal and external partners required.
• Strong ability to work across multiple levels of leadership. Comfortable working in a flexible, fast-paced environment.
• Strong communication and writing skills with ability to translate business requirements into data extractions and/or analysis.
• Ability to think strategically while maintaining a focus on a tactical level.