Vacancy expired!
Software Guidance & Assistance, Inc., (SGA), is searching for an
Client Reporting Associate for a Contract assignment with one of our premier Investment Management clients in Seattle, WA. Responsibilities :- Complete SWAT set up for Gateway users.
- Ensure timely and accurate distribution of all deliverables, proactively communicating potential delays to internal stakeholders
- Building and maintaining excellent working relationships with internal stakeholders, representing the team in front of senior managers across the firm and locations
- Constantly evaluate systems, processes and procedures for inefficiencies and make recommendations for improvement
- Understanding user flow to ensure correct user is set up with right portfolio.
- Understanding portfolio data flow to ensure data is correctly flowing to our Gateway portal.
- Support internal and external queries using CIM (Client query dashboard).
- Complete various efficiency and capacity-building initiatives, including automation/ standardization efforts
- Understand the risk environment within the department promote risk awareness, assessment and control
- BS/BA in business, finance, accounting, economics, or related field. MBA or CFA welcomed.
- Proficiency in Microsoft Office, in particular Word and Excel, and an aptitude for learning new applications
- Experience in team leadership and training structures would be an advantage
- Exceptional written and verbal communication skills
- Independent work ethic and willingness to contribute beyond the scope of one's role to achieve team and firm objectives
- Flexibility in working hours required at peak deployment periods
- Excellent attention to detail, accurate and well organized
- Strong problem solving skills with the ability to synthesize information, summarize issues and suggest solutions
- Sharp control/risk mitigation mentality with ability to know when to escalate issues
- Ability to operate effectively under tight deadlines with strong emphasis on appropriate prioritization
- Experience in using VBA and/or SQL for data retrieval and display purposes is desired as a key skill in role
- Ability and desire to work in a team environment; willingness to ask questions but also to learn independently
- ID: #43746967
- State: Washington Seattle-tacoma 98101 Seattle-tacoma USA
- City: Seattle-tacoma
- Salary: USD TBD TBD
- Job type: Contract
- Showed: 2022-07-01
- Deadline: 2022-08-29
- Category: Et cetera