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    Insights & Reporting Analyst - Philadelphia, United States - U.S. Bank

    U.S. Bank
    U.S. Bank Philadelphia, United States

    3 weeks ago

    Default job background
    Description

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

    Job Description

    Responsible for the preparation of monthly and quarterly client performance reports using PARis system (a performance and attribution reporting system). Acquires data from multiple data sources in order to perform analysis and reporting. Analyzes performance reports for accuracy and identifies discrepancies or reconciliation issues and works closely with the accounting team to find resolutions. Presents data and analysis in a clear and concise manner allowing the audience to quickly understand the results and recommendations so they activate upon them and make data driven decisions. Facilitates the timely completion of client deliverables, portfolio evaluation and reporting. Additional responsibilities may include pre-filling subscription documents for alternative investments, and from time-to-time marketing assistance in the Request for Proposals or contract process, or other work associated with servicing PFMAM's complex institutional client base. Client contact is also part of the Client Services Analyst's role in assisting in the completion of service- and consulting-related tasks. The position provides an opportunity to gain broad exposure to a wide range of investment services at PFMAM, and this role can provide an excellent career development path at PFMAM.

    Basic Qualifications

    • Bachelor's degree, or equivalent work experience

    Preferred Skills/Experience

    • Experience in Microsoft office applications
    • Experience in financial services, financial services products, customers, transactions and interaction data
    • Strong analytic skills with the ability to extract, collect, organize, analyze and interpret results for insights
    • Ability to data mine, analyze data, and present insights in a meaningful way
    • Ability to develop and maintain strategic partnership with Senior Business unit management, business partners and project sponsors, as well as communicate effectively with business, and development teams, end users, and product owners
    • Strong decision-making and problem-solving skills
    • Strong organization and project management skills
    • Effective interpersonal, verbal and written communication skills

    If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants ) .

    Benefits:

    Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

    • Healthcare (medical, dental, vision)
    • Basic term and optional term life insurance
    • Short-term and long-term disability
    • Pregnancy disability and parental leave
    • 401(k) and employer-funded retirement plan
    • Paid vacation (from two to five weeks depending on salary grade and tenure)
    • Up to 11 paid holiday opportunities
    • Adoption assistance
    • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

    EEO is the Law

    U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company's status as an equal opportunity employer by viewing the federal KNOW YOUR RIGHTS ) EEO poster.

    E-Verify

    U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program ) .

    The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $69, $81, $89,760.00

    Job postings typically remain open for approximately 20 days of the posting date listed above, however the job posting may be closed earlier should it be determined the position is no longer required due to business need. Job postings in areas with a high volume of applicants, such as customer service, contact center, and Financial Crimes investigations, remain open for approximately 5 days of the posting listed date.

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