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Client Reporting Analyst
3 months ago
At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other.
Because what we do matters - to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures.
THE ROLE
Using discretion and judgment assists in the development of system and workflow strategies to promote the use of providing consistent and accurate data throughout the organization.
Works with the business units and reporting team members to identify and document the data needs across the distribution units.
Collect, update, and distribute data to internal and external MFS business users in compliance with the Portfolio Holdings Disclosure Policy.
Develop standard reporting processes and reviews to support monthly, quarterly, and ad hoc requests using existing reporting tools.WHAT YOU WILL DO
- Works with business units to identify short and longterm workflow, system and data needs for clients, marketing, and reporting. Proposes workflow and system strategies tailored to meet business goals for timely, accurate and consistent data.
- Review and evaluate internal business users request for data and reports. Determine appropriateness, availability, and source of data needs. Prepare data required to facilitate the generation and distribution of the client, marketing, or reporting needs
- Develop and provide system training to personnel across the distribution units to promote efficient and consistent use of existing source systems and data.
- Provide quality assurance services by conducting system, report and process testing. Complete peer reviews of other team members manual created requests to ensure accuracy of data being provided.
- Collect, update, and distribute data to MFS business users in compliance with the Portfolio Holdings Disclosure Policy. Fulfill adhoc data and reporting requests for internal and external business partners where data is not readily available to the requestor.
- Maintain written policies, procedures, and checklists for Reporting. Ensure procedures are kept up to date.
- Maintain records of data requests and drives for data files.
- Perform additional responsibilities as requested.
WHAT WE ARE LOOKING FOR
- Bachelor's degree or equivalent industry experience.
- 02+ years' experience in portfolio administration, reporting or analysis in the financial services industry.
- Strong mathematical, analytical, organizational skills required.
- Strong Microsoft Office skills, spreadsheet proficiency required.
- Ability to communicate effectively with different groups/individuals through written communication or in person.
LI-HYBRID
What we offer:
At MFS, we view our employees as family - and like you, we want our family happy and healthy. That's why we provide competitive benefits programs and family-friendly policies which support the work-life balance needs of our employees.
MFS is a
hybrid work environment (remote/onsite) unless otherwise stated in the job posting.
Job ID MFS-230668
