Senior Client Data Associate - Investor Services - Remote

Overview

The Investor Services Senior Associate plays a key role in the dynamic and challenging Investor Services Team, which is an integral part of the Client Service Team. This position requires an individual with high attention to detail, strong analytical skills, and excellent time management, and offers regular interaction with Senior Management, Investment Analysts, and Client Portfolio Managers.

In Short

• Production and external dissemination of recurring and ad hoc client, consultant and prospect-driven data requests.
• Conduct data integrity checks of investment-related database platforms.
• Meet client-driven deadlines for all reporting.
• Leverage Excel-based internal reports and PowerBI Dashboards for data.
• Initiate process improvement for materials production.
• Respond to ad hoc requests to support business needs.
• Interface directly with clients to ensure data needs are met.
• Partner with Regulatory Compliance to meet marketing rules and standards.

Requirements

• 5 years investment industry experience in a data-driven role.
• Proficiency in Excel, PowerBI, and Microsoft Suite.
• Keen attention to detail.
• Superior communication skills – verbal and written.
• Strong analytical skills.
• Ability to adapt to meet business objectives.
• Demonstrated ability to manage time and prioritize projects.
• Collaborative mindset and effective communication within a team.
• Experience with online databases and software preferred.

Benefits

• Hybrid work environment.
• Medical, dental, vision and life insurance.
• 401(k) plan with contributions.
• Tuition reimbursement up to $15k annually.
• $5,000 Referral bonus for new hires.
• Business-casual environment.
• Generous paid time off including vacation and holidays.
• Paid volunteer time.
• Leave of absence programs.
• Fitness, health, and composting reimbursements.