Asset Management - Client Platform Analytics - Client Services
On-siteMumbai, Maharashtra, India
Job Summary
Develop leading-edge analytics to solve complex business problems by identifying trends and growth opportunities through analysis of datasets across vendor platforms and proprietary systems. Create best-practice MIS and reports via data mining, analysis, and visualization while monitoring Client Platform activities to investigate exceptions and escalate issues as appropriate. Enforce protocols for escalating complex queries to management and partner cross-functionally with advisors, product specialists, legal, compliance, and technology teams. Perform control activities including share class monitoring, fiduciary reviews, regulatory reporting, and fee reviews, while maintaining records, logs, and databases with clear audit trails. Drive continuous process improvement to enhance client experience and operational efficiency across UK & USA coverage.
Required Qualifications
- At least 3 years' experience with financial product analysis, marketing, or client services.
- Bachelor's degree required.
- Excellent communication and presentation skills with stakeholders and senior management.
- Intermediate/advanced Microsoft Office skills (Excel, Visio, PowerPoint).
- Strong analytical and logical thinking to understand and analyze complex business processes.
- Strong organizational and prioritization skills; detail oriented.
- Strong interpersonal skills and relationship-building capability.
- Ability to analyze and resolve project-related issues and follow through on objectives.
- Ability to work with diverse stakeholder groups to elicit business requirements, procedures, and processes.
- Ability to work in a high-paced environment with tight deadlines; flexible and able to prioritize effectively.
- Team-oriented with commitment, dedication, and strong performance on time-sensitive initiatives.
Desired Qualifications
- Experience preparing client-facing regulatory reports (including MiFID reporting).
- Familiarity with CRM systems and related client/platform documentation and data.
- Exposure to Risk and Controls Self Assessments (RCSA) and testing activities.
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