Job Summary
- Technical Skill:
- MS SQL ,
- Data Analysis
Job description
Overview of job
Role Purpose
An Associate Reporting Specialist should have a basic understanding of best practices, can execute on tasks with supervision from others. Individuals will create basic level insights and recommendations in their area of expertise. Individuals in this role will continue to provide support to the team and begins to lead MS efforts with low complexity.
Primary Responsibilities
- Is a dedicated resource to complete the daily Shares Outstanding task
- Must review all relevant links compiled in the files generated for the specified jurisdictions (UK, FR, DE, BE, SE, FI, DK, IC).
- All changes in Shares Outstanding and Total Voting Rights must be recorded and uploaded to Ref01 by EOD each day.
- Actively engage with other team members
- Analyze any discrepancies & variances
- Reviewer of the drafts calculations
- Handles all client facing communication/L1
- Acts as a first point of escalation for clients' incidents/L1
- Continuous customer experience improvement
- Handles shares outstanding & other client specific queries
- KPIs reporting
- Incidents reporting
- Creating and running reports that provide insight into ongoing shares performance
- Providing analysis and presentation of data, reports dashboards to key stakeholders
- Prepare and maintain documentation, as required
*** Growth Opportunities
To support our fast growth, Confluence is seeking smart, hard-working people to join the Confluence team. Pursue dynamic growth opportunities while working with leading technologies.
*** Values & Culture
Driven by a commitment to four core corporate values — integrity, imagination, discipline and service — Confluence has created a culture which fosters professional growth and employee satisfaction while delivering exceptional results for our clients around the world.
*** Top-Tier Benefits
Confluence offers a comprehensive compensation package which includes highly competitive salaries and exceptional benefits.
*** Confluence Cares
Share a spirit of community service when working at Confluence by getting involved with local organizations and outreach programs.
Job Requirement
Experience required
Essential
- 3 + years' relevant experience
Desirable
- Financial / Investment Services software experience in a client facing role.
Skills required
Essential
- Must be self-motivated as well as creative and efficient in proposing solutions to complex, time-critical problems.
- Ability to manage multiple projects and deadlines, tight timeframes, and willingness to work extended hours periodically based upon client expectation.
- Good analytical and problem-solving skills with a high attention to detail.
- Must be a team-player with the ability to work within collaborative environments.
- Ability to understand technical issues at a high level and articulate them to internal and external stakeholders.
- Ability to understand revenue forecasts, and mitigate impact of project schedule delays.
- Must have excellent communication, organization, and time management skills.
Languages
-
English
Speaking: Intermediate - Reading: Intermediate - Writing: Intermediate
Technical Skill
- MS SQL
- Data Analysis
COMPETENCES
- Risk Management
- Analytic Skills
- Self Motivated
- Problem Solving Skills
- Communication Skills
- Time Management Skills
- Creative
- Management Skills
- Detail oriented
BUSINESS PROFILE
Confluence, a global leader in data- driven managed in investment solutions to optimize efficiency and control.
For more than 20 years the global investment management industry has come to rely on Confluence to deliver innovative solutions to take the risk out of fund administration. From traditional install, hosted and outsourced Unity® platform solutions to our enterprise-grade SaaS enabled Unity NXT Expense Processing solution, Confluence eliminates multiple, time-consuming, costly and error-prone manual processes with the ability to achieve mass customization, process consolidation, and complete automation of vital fund administration processes. Eliminating risk through data consolidation and automation, we solve critical fund administration and reporting challenges. Confluence solutions support a wide array of collective fund investment types.