Client Reporting Analyst- Top US Asset Management Client Reporting Analyst- Top US Asset Management …

Michael Page
à Hong Kong
CDI, Plein-temps
Dernière candidature, 23 nov. 20
360000
Michael Page
à Hong Kong
CDI, Plein-temps
Dernière candidature, 23 nov. 20
360000
• International and diverse working environment • Huge client exposure
About Our Client
Our client is one of the top asset management firms from America and they are now seeking a position of client reporting analyst/ assistant manager to join the client reporting and cashflow team within the institutional/ wholesale client services, Asia Pacific. They provide world class investment solutions and retirement expertise. The team manages both the cash flow processing and investment & administrative reporting for institutional/ wholesales and private banking clients.

Job Description
  • Responsible for producing and reviewing a wide variety of regular client reports including investment and administrative reporting for institutional, wholesales and private banking clients on daily, weekly, monthly, quarterly, annual basis
  • Process client cash flows by understanding investment process flows, dealing and cash flow process, accounting and performance measurement process
  • Handle client onboarding process, enhancement for overall client services process and regional initiatives/ system development initiatives that impact institutional clients
  • Update client records according to procedures and direction on the Client Relationship Management tool (CRM tool)
  • Work closely with internal department and relevant stakeholders like RFP and sales team to ensure new client reporting process is implemented effectively and efficiently
  • Handle ad hoc duties like mailbox queries, risk matters escalation, project meetings, feedback sessions coordination and process improvement activities


The Successful Applicant
  • Bachelor's Degree with major in Business Administration/ Finance or relevant discipline
  • 3-4 years of working experience in client reporting, investment operation within fund management, investment firm or asset management firm. Knowledge in investment markets is an advantage
  • High attention to details regarding on service delivery, documentation and reporting
  • Excellent interpersonal and communication skills
  • Strong MS skills (Microsoft PowerPoint, Excel and Word)


What's on Offer
  • International and diverse working environment
  • Huge client exposure
  • Stimulating and challenging work
  • Supportive team culture
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