Senior Reporting Analyst
20 hours ago
About the Role:
We are seeking a highly skilled Senior Reporting Analyst to join our team at AllianceBernstein. As a key member of our Private Client Reporting Operations, you will play a critical role in providing exceptional client reporting services to our high-net-worth clients.
Key Responsibilities:
- Produce and quality control consolidated reports for high-net-worth clients.
- Collaborate with Private Client Sales on new products launches and reporting enhancements.
- Partner with Nashville team and learn all private client reporting processes and functions.
- Enhance all aspects of the client reporting experience, including Bernstein.com.
- Prepare daily, monthly, quarterly, and half-yearly custom reports using various applications and coordination with Sales team.
- Coordinate user acceptance testing with respect to reporting requirements and changes.
- Address ad-hoc requests related to Client Reporting and provide solutions.
- Work with PC Operations teams to research and resolve any PC Sales queries.
- Client Servicing: Respond and research ad hoc inquiries from PC Sales.
- Achieve KPI targets, coordinate to achieve team targets.
- Flexible to working in various shifts.
What Makes This Role Unique:
This role will expose you to many different areas within Private Client Reporting Operations at AllianceBernstein, providing you with opportunities to learn and grow with the department.
Job Qualifications:
The ideal candidate should have strong analytical and problem-solving skills, excellent communication and interpersonal skills, and the ability to work in a fast-paced, deadline-oriented environment. A bachelor's or master's degree in Finance, Capital Markets, Accounting, or Business is preferred, with at least 3+ years of experience in client reporting.
Skills:
- Good knowledge of Capital Markets and excellent analytical and communication skills.
- Working knowledge of the trade lifecycle.
- Microsoft Office suite of products, particularly Excel, Word, and PowerPoint.
- Positive and constructive attitude and ability to quality review output of own work.
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