Major Duties

• Provides operational support to Analyst Manager.
• Works with product group to evaluate client requests and provides input on product development.
• Mentors and participates in training of new analysts.
• Prepares investment return analysis reports.
• Perform manager performance return reconciliation and document discrepancies.
• Communicates with clients, the client’s money managers and/or consultant on a regular basis.
• Interfaces with consultants, partners and clients to determine servicing requirements and problem-solving strategies.
• Sets up accounts, monitors and assures quality of data for clients and partners.
• Input special processes relating to performance specific accounting.
• Assists consultants in the preparation of client reports and presentations.
• Develops or completes special projects in designated areas of expertise.
• Maintains records of cl...