Client Services Reporting Analyst (Client Portal & Data Governance)

Location: Newark, NJ
Schedule: Hybrid In Office Tuesday Thursday | Remote Monday & Friday
Duration: 12-Month Contract (Potential for Full-Time Conversion, Not Guaranteed)
Interview Process: First Round Virtual | Second Round Onsite

Position Overview

Our client is seeking a highly organized, detail-oriented individual to join the Client Services Reporting Team. This role supports investor-facing client deliverables with a primary focus on the firm's client portal and reporting operations.

This is an excellent opportunity for an entry-level professional (0 3 years of experience) who is comfortable learning new technology, enjoys investigating system issues, and has strong organizational and analytical skills. While this is not a software development or IT role, candidates should have a strong aptitude for technology and be comfortable navigating multiple business systems.

This is not a data entry position. The role requires problem solving, system administration, troubleshooting, and data governance responsibilities.

Responsibilities

Client Portal Administration (InvestorFlow)

• Manage day-to-day client portal operations, including document uploads and investor communications.
• Ensure portal content is posted accurately and on time.
• Troubleshoot portal issues and partner with technology teams to investigate and resolve system problems.
• Log, track, and follow issues through resolution.
• Manage user onboarding and offboarding, including:
  • License reviews
  • Security and profile setup
  • User maintenance
• Coordinate investor communications and manage returned or undeliverable communications.

Data Governance & Reporting

• Perform auditing activities to proactively identify and resolve data quality issues.
• Investigate system discrepancies and partner with internal teams to resolve them.
• Support reporting activities and other scheduled or ad hoc client deliverables.
• Assist with initiatives focused on automation and process improvements alongside technology teams.

Required Qualifications

• Bachelor's degree required.
• 0 3 years of professional experience (entry-level candidates encouraged to apply).
• Strong understanding of technology and the ability to quickly learn new systems.
• Comfortable investigating system issues and working through technology-related processes.
• Excellent attention to detail and organizational skills.
• Strong analytical and problem-solving abilities.
• Ability to manage multiple priorities in a fast-paced environment.
• Excellent written and verbal communication skills.
• Strong proficiency with Microsoft Office Suite, including:
  • Excel
  • Word
  • PowerPoint
• Positive attitude with strong accountability and initiative.

Preferred Qualifications

Experience with any of the following is a plus, but not required:

• Salesforce
• InvestorFlow
• Marketing Cloud
• Tableau
• Aladdin
• Vermilion
• FactSet
• Investment Management or Financial Services industry experience

Training will be provided on the firm's systems, so prior financial services experience is not required.

Ideal Candidate

We're looking for someone who:

• Learns new technology quickly.
• Enjoys solving problems and investigating system issues.
• Has excellent attention to detail.
• Can work independently while collaborating effectively with multiple teams.
• Is comfortable supporting business systems and client-facing technology.
• Thrives in a fast-paced, technology-driven environment.

Keywords: Client Reporting, Data Governance, System Reporting, Client Portal Administration, InvestorFlow, Salesforce, Microsoft Office, Technology Support, Data Analysis, System Administration, Reporting Analyst.