Client Reporting Analyst Esg
4 weeks ago
Key Responsibilities include:
- Work with the team to complete fund and managed accounts ESG client reporting each month.
- Develop improvements in reporting cycles to provide scale and capacity.
- Manage and update consultant database profiles for funds on a monthly basis, with quantitative and qualitative information.
- Salesforce (CRM) maintenance through regularly and accurately updating client profiles. Also liaising with Salesforce to improve the system.
- Manage existing platform relationships; tracking and analysing MI reports of underlying platform investors.
- Assist with RFP completion and relationship management with third party RFP solution Provider. Working with other teams in the business to answer RFP/DDQ responses for current and prospective clients.
- Support the Distribution team with preparation and follow ups and take initiative to drive ESG reporting capabilities.
- A background in Distribution or Operations within Asset Management is preferable.
- Demonstrable reporting experience and passion for delivering exceptional client services.
- Evident ESG reporting experience is desirable, with willingness to consistently maintain and develop ESG knowledge.
- Experience with data systems and data extraction (MSCI, Sustainalytics).
- Attention to detail and process improvement focused.
- Good analytical skills, capable of thinking logically and using initiative to resolve complex operational problems.
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