IPG COO Client Reporting and Performance Analyst

3 weeks ago

London, Greater London, United Kingdom HSBC Full time

Job description

Some careers have more impact than others.

If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be.

HSBC Private Bank seeks to be the leading international private bank for business owners and their families. It provides clients with wealth, business and family succession solutions in the largest and fastest growing markets around the world. At HSBC Private Bank, we put our clients at the centre of everything we do.

The role of IPG COO Client Reporting and Performance Analyst will be responsible for supporting the Client Reporting team to ensure the accuracy of client statements and to support Front Office queries on client reports.

Responsibilities:

  • Preparing customised reports on client/ RM request
  • Provide SME support to Operations regarding specific financial instrument behaviours.
  • Perform analysis and corrections on clients reports where necessary.
  • Perform periodic monitoring and data quality controls on performance and other relevant data for client statements.
  • Work closely with booking centres validate release of client statements.
  • Undertake investigations into detected/ reporting reporting errors and where appropriate raise incident tickets to have issue resolved.
  • Support platform changes/ projects as SME on client reporting.
  • Provide first line support to Customer Service Help Desk and Front Office reporting queries ensuring that responses are accurate and timely.
  • Support continuous improvement of digital and non-digital reporting capabilities.

Requirements

Key Skills & Experience Required:

  • Good understanding and working knowledge of capital market, alternative financial products and related product lifecycles.
  • The ideal candidate will have worked either in a Wealth or Private Banking background.
  • Working knowledge of performance reporting methodologies including time weighted rate or return and money-weighted rate of return - ideally within a Wealth Management or Private Banking context.
  • Experience of client reporting tools.
  • Strong stakeholder management skills
  • Proven experience in an environment that demands organisational agility and getting results through effective management of processes;
  • Ability to detect, identify and define problems then design effective solutions and implement appropriate controls

HSBC is committed to being an inclusive employer and providing an inclusive and accessible recruitment process for all. We will provide reasonable adjustments to remove any disadvantage to you being considered for this role. We are proud members of the Disability Confident Scheme, and will offer an interview to disabled candidates who meet the minimum criteria for the role. If you would like to receive any information in a different way or would like us to do anything differently to help you apply for our roles, please contact our Recruitment Helpdesk:

Email:

Telephone:

Within the workplace you will have access to various employee resource groups which aim to promote and achieve a healthy work / life balance and support our diversity ambitions. HSBC has processes in place to avoid nepotism. This means we will avoid circumstances in which the appearance or possibility of conflicts of interest may exist within the hiring process.

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