Sr. Client Operations Analyst

Coordinate institutional client onboarding for domestic and global strategies for separate account and private fund vehicles.,Responsible for new account setup, including RBC GAM system setup and coordination with internal teams.,Accountable for quality and accuracy of new account setup and inventory of required documentation.,Produce and deliver custom supplemental client reports not provided in standard reporting package.,Work with fixed income investment team to load and reconcile securities for Access Capital and Impact strategies.,Fulfill client and consultant requests for performance, analytics, and accounting data.,Responsible for timely completion of client deliverables, including sub-advisory reporting requirements, client questionnaires, audit requests, and other client certifications.,Administer the client portal and respond to client inquiries related to the portal.,Work with compliance to deliver required client mailings, such as ADVs, ERISA disclosures, and audited financial statements.,Collaborate across teams globally to resolve client issues, questions, and concerns.,Maintain and organize client records to comply with record retention requirements.,Evaluate and identify opportunities to improve efficiencies in client reporting by working with business partners across the global organization.

3-5 years' experience working within financial services and investments, preferably with prior experience in client onboarding, reporting, and project management.,Ability to work independently and with strong attention to detail.,Effective problem solver with strong analytical and resolution skills.,Strong aptitude and demonstrated proficiency in computer skills in Windows-based software products such as Word, Outlook, and Excel.,Ability to integrate statistical data with written content to create responses to client inquiries.,Bachelor's degree in finance, business or related field (Nice-to-have).,Previous experience in the asset management business (Nice-to-have).,Demonstrated skills, or willingness to learn programing to analyze and filter data sets, through tools such as Tableau or SQL and mining data from Salesforce (Nice-to-have).,Bloomberg, Eagle Investment Systems, Salesforce, or other client relationship management software experience (Nice-to-have).

Bachelor's Degree (Preferred)