Lead Client Servicing Associate

The Role:

The Reporting Operations roleis responsible forthe creation and set up of new custom financial reporting for existing clients. They will alsoestablishcustomized reports as per client specifications during the Client Onboarding stage.

WhatYou’llDo:

• Onboard new clients onto theEnfusionplatform and set up “customized” reports for various business monitoring needs

• Oversee the reporting requests from existing (Live) clients in addition to the onboarding clients

• Take part in client calls to discuss, understand and scope out reporting requirements during the onboarding/implementation stage

• Leverage theEnfusionsystem to build impactful reports for COO’s / CIO’s, Portfolio Managers, Traders, Operations teams, Risk officers, and Fund Accountants

• Advise clients on reporting best practices and partner with clients to create custom Position and P&L reports, Trade and order blotters, Post Trade Compliance and Regulatory reports, Exposure analysis, Bespoke Risk and Scenario reporting, financial statement reporting, and much more withinEnfusionplatform

• Construct custom fields/columns using Java/JavaScript code to meet thevarying needs of our diverse client base

• Work closely with solutioning and project managers to ensure we consistently meet the business needs ofEnfusion’sgrowing and evolving client base.

• Partner with the Product Management team to work on complex reporting requirements anddetermineproduct enhancements with respect to columns/fields

WhatYou’llNeed:

• BachelorsDegree in Computer Science, Finance, Accounting, or related field preferred  

• Knowledge of Java Script

• Organized, detail-oriented, and excellent analytical skills

• Methodical and determined approach to problem-solving

• Ability to handle and prioritize multiple tasks and work independently

• Excellent verbal and written communication skills 

• 4+years of front office/middle office/back-office reporting and/or custom reporting experience at a prime broker, fund administrator, investment management company, or financial technology firm

• Client-facing experience will be beneficial