
Senior Analyst, Client Services Operations
4 weeks ago
The day-to-day responsibilities include but are not limited to:
- Perform in-depth research on financial markets, companies, and economic trends to support investment decisions and strategic planning Ability to demonstrate high level of attention to detail and self-review.
- Utilize financial databases and market platforms such as Bloomberg, Refinitiv, and Cap IQ to gather and interpret financial data and market information.
- Compile, analyze, and interpret financial data to create detailed reports and presentations for stakeholders, highlighting key insights and recommendations.
- Continuously update knowledge and skills related to financial databases and analytical tools to enhance research capabilities
- Act as an SME for respective service offering.
- Maintain 100% OTD (On time Delivery) and > 99% quality for all submitted tasks.
- Participate and contribute to team huddles.
- Onboarding new projects/tasks to improve utilization of the team.
- Ensure any feedback (including breach/errors) found in the process is informed to the team Manager instantly.
- Ensure timely response and high stakeholder engagement.
- Build effective collaborative relationships with colleagues and managers. Coordinate regularly with multiple project teams to ensure alignment with strategic objectives.
- Delivering high quality output through constructive review and feedback.
- Participate in regular discussions, meetings and email communications to understand and interpret research requirements. Communicate project status and deliver products and services ensuring stakeholder satisfaction.
- Achieve maximum efficiency and reduce turnaround time gradually.
- Adhere to set quality and turnaround time targets and ensure adherence to policies and procedures.
- Assisting in preparing and presenting the results of your analysis in a clear and concise manner.
- Ensure adherence to Kroll policies, procedures and protocols at all times.
- Work cross-functionally to collect data and manage projects.
- Working with management to build and maintain client relationships.
- Adequately assist team lead on client calls.
- Proactively support key initiatives that have been delivered to implement change.
- Maintain project tracker/time tracker and act as a query solver for the team.
Requirements:
- Bachelor s degree (preferably in BAF, BFM, B. Com, BMS, BBI, BBA, etc. )
- MBA or MMS from an accredited college or university.
- Between 3-5 years of related experience in financial secondary research.
- Strong understanding of financial statements and accounting concepts, with preferred background/exposure in financial reporting, financial modeling.
- Proficiency in Microsoft Office is essential, with strong skills in MS Excel and MS PowerPoint being highly desirable.
- Experienced with market platform navigation of databases like Bloomberg, Refinitiv, Cap IQ, etc.
- Excellent research, analytical and problem-solving skills.
- Commitment to long-term development with flexibility to handle multiple tasks and tight timelines.
- Strong written and verbal communication skills to interact cross-functionally and/or with seniors, with an ability to convey messages in a clear and structured manner.
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