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Company Contact Info

  • Boston, MA 02117
  • Wendy Spina
  • Phone: 617-574-8200
  • Phone:: 617-574-8223

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Client Reporting Analyst Contractor

KNF&T Staffing Resources • Boston, MA

Posted 10 days ago

Job Snapshot

Experience - At least 2 year(s)
Accounting - Finance


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Job Description

A prestigious financial services company in Boston, MA is seeking a Client Reporting Analyst Contractor to join their team. In this contract role, you will provide client reporting support for MIFID II regulations for clients. Apply today!

Responsibilities for the Client Reporting Analyst Contractor:

  • Create and implement new processes to support client reporting requirements
  • Draft and maintain policies and procedures for supporting MIFID II reporting requirements
  • Perform analysis and drive execution of strategic solution for MIFID II reporting requirements
  • Coordinate and verify the information required for the preparation of client reports, management reports, audit requests, and other financial reports
  • Prepare, validate, and deliver reports in a timely manner
  • Validate and approve reports prepared by analyst; provide support to analyst
  • Prioritize and manage multiple reporting deadlines, maintain checklists
  • Perform reasonability analyses and explain variances
  • Prepare statistical data for management use
  • Document and keep existing documentation up to date for the procedures and processes under responsibility
  • Identify and propose process improvements
  • Identify and report weaknesses, and apply financial and operational controls to mitigate risks
  • Ensure compliance with regulatory requirements and internal policies
  • Organize and file records as per departmental policy, manage shared mailboxes and archive directories
  • Participate in testing investment systems upgrades and releases as well as process changes, as required
  • Maintain professional and technical knowledge, in particular on investment related business
  • Participate in projects, as required

Job Requirements

Requirements for the Client Reporting Analyst Contractor:
  • Bachelor’s degree in accounting or finance
  • 2+ years of client servicing experience
  • Experience working with derivatives products, futures, repos, an asset
  • Strong numerate accuracy and analytical skills
  • Thorough knowledge and experience in information systems and in particular of Microsoft Office (Excel, Word)
  • Knowledge of Generally Accepted Accounting Principles (GAAP), an asset
  • Understanding of various investments instruments such as bonds, stocks, short terms, derivatives etc., an asset
  • Understanding of the financial services industry, in particular investment funds
  • Strong organizational skills with great attention to detail
  • Strong multi-tasking and prioritizing skills with the ability to meet deadlines
  • Excellent written and verbal communication skills
  • Strong interpersonal skills with a customer service focus
  • Ability to work independently and as part of a team
  • Must be eligible to work in the U.S. without sponsorship
Job ID: 79481
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