Client Reporting Associate

Software Guidance & Assistance, Inc., (SGA), is searching for an

• 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