- Provide client facing service for the US Fixed-Income Client Valuation Operations team supporting client pricing and support requests including but not limited to price challenges, coverage requests, sample pricing, and ad-hoc statements.
- Provide timely and accurate client service, responding to client needs & queries in an efficient manner; participate in client services initiatives.
- Ensure effective administration of client access and user profiles for appropriate statement delivery and / or application access consistent with client request and in compliance with CVO procedures and the enterprise Client Valuation Policy.
- Strong client service skills: CVO is client facing; confident and highly professional written and verbal communication skills are critical.
- Teamwork: CVO supports our clients as a team. It is essential that the candidate have a demonstrated capability to perform at a high-level in a team environment and maintain strong working relationships.
- Critical Thinking and Problem Solving: Must have the ability to identify, evaluate, and recommend solutions to client and other stakeholder problems consistent with the capabilities of the CVO team.
- Technical Skills: Meaningful experience with various MS office products, with an emphasis on MS Excel and the ability to transform large amounts of data into meaningful and useable information.
- Strong Excel, must be able to pull reports and data as needed.
- Comfortable working in multiple banks systems/Technical Aptitude but not Technical role.
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Financial Analyst - Charlotte, United States - Tailored Management
Description
This is your opportunity to join a multinational investment bank and financial services holding company whose investment banking and auxiliary sectors serve 56 million US consumers and small business relationships with a global footprint
Job Title: Financial Analyst III
Location: 201 N Tryon St, Charlotte, NC 28255
Schedule: Hybrid 4 days onsite, 1 day remote
Job Type: 12-Month Initial Contract
Potential for contract extension or conversion based on business need and job performance
*We cannot support C2C*
The Client Valuations Operations (CVO) team is a part of the Global Collateral Operations organization in Global Markets Operations. CVO is global team supporting the production and distributions of client valuation statements for Global Banking and Global Markets clients, ensuring compliance with the enterprise Client Valuation Policy and application regulatory obligations.
This role in CVO is client-facing and responsible for the delivery and support of timely and accurate client valuation statements across Fixed-Income products. This is a high volume and operationally intensive role that leverages multiple applications with significant data analysis consistent and sustained client interaction and communication throughout each business day.
Responsibilities
Requirements
Must haves:
