Senior Analyst

Andover, MA Full Time
POSTED ON 4/16/2024

Job Details

Our client, a leading financial services company is hiring a Senior Analyst on a long-term contract basis.
Job ID 79191

Work Location:

Dallas, TX - Hybrid (2 days onsite and 3 days)
Responsibilities:
  • Manage multiple client implementations, while ensuring timely completion of all deliverables.
  • Evaluate scope of work/project plans and provide recommendations for process enhancements and improvements.
  • Manage relationships with cross-functional teams and third-party vendors.
  • Prepare project trackers and lead client meetings to provide updates on team progress, milestones achieved, and challenges encountered.
  • Identify and resolve gaps in processes and project execution.
  • Foster long-term relationships with existing clients, key business partners and other stakeholders.
  • Interpret financial documentation from various domains and diverse sources.
  • Demonstrate a strong ability to adapt and become an expert on proprietary products and client business lines through complex engagements.
  • Input, verification, and maintenance of client data; ensuring accuracy and mitigating inconsistencies in databases/systems.
  • Navigate new requirements with clients to strategize and implement new workflows and processes.
  • Identify upsell opportunities for services and products.
  • Ability to foster, develop and grow a diverse team.
Required Skills:
  • Proven track record of success in completing managed service projects.
  • 5 years of proven experience in a regulatory related field with previous process management experience.
  • Ability to handle pressure and remain calm to meet deadlines.
  • Excellent analytical, project management and problem-solving skills.
  • Strong communication skills with exceptional presentation expertise.
  • Basic understanding of financial services firms and investment management operations.
  • Ability to manage conflicting priorities and communicate effectively with stakeholders.
  • Strong attention to detail and organizational skills with a focus on quality and process.
  • Demonstrates the ability to find creative solutions and workarounds when faced with challenges or constraints.
  • Ability to maintain and report Key Performance Indicator (KPI) metrics to upper management.
  • Must be able to work collaboratively with team members, both senior and junior.
  • Proficient in Microsoft Office Suite. Strong proficiency in Excel preferred.

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