Operations Data Analyst - Boston, United States - Fanning Personnel

Description

Coordinate the on-going maintenance and reconciliation of client accounts across portfolio management, order management and client relationship management systems; coordinate internally regarding account and client updates
Review monthly and quarterly portfolio performance information; assist in the creation of GIPScompliant composite data; thoroughly document all procedures
Ensure the accuracy of accounting for all charitable donations and alternative impact investments
Assist in the creation of quarterly client reports; review for accuracy and data integrity
Ensure that client requests are completed promptly and accurately
Establish strong working relationships with fellow operations team members and colleagues across the organization
Identify areas for process improvement and discuss possible solutions

Qualifications :
Bachelor's degree required
Financial services experience preferred (1-2 years)
Interest in sustainable investing a plus
Excellent organization skills and the ability to perform multiple tasks concurrently, with superior attention to detail
Strong interpersonal and communication skills required to interact with colleagues and outside contacts
Technology focused and expertise in all Microsoft applications, especially Excel
Proficiency in leveraging systems and processes to execute activities with accuracy and efficiency
Experience with a Client Relationship Management (CRM) software, Salesforce preferred ü Experience with Advent Software products a plus

Additional Info :

For more information contact:
Lynn Tyburski | -

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