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BlackRock

Client Reporting Production CX, Analyst

Posted Yesterday
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Mumbai, Maharashtra
Junior
Mumbai, Maharashtra
Junior
This role involves client reporting, delivering financial analysis, overseeing report distribution, and automating processes using VBA and SQL.
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About this role

Team Overview:

Client Exp Operations Reporting team is part of Global Client Experience umbrella combines Client Reporting and Client Reporting Solutions services at scale. All teams play a role in delivering a better client outcome to ensure service is a true differentiator for BlackRock.

Reporting team is responsible for the preparation and delivery of sophisticated economic and financial analysis to a diverse client base. Portfolio performance, attribution and investment commentary as well as detailed risk analytics are provided to clients through formal periodic reporting and web delivery. In addition, Reporting Services is responsible for partnering with multiple upstream data providers ranging across Data & AI, Accounting, Performance and regional investment and product strategy teams.

Roles & Responsibilities

  • Deliver a superior client experience via front-line client service to clients and related third parties, including understanding clients reporting needs, fielding and responding to client queries and the creation of accurate and meaningful reports.

  • Understand flow of client, market and fund information across BlackRock and external data providers

  • Facilitate bespoke and standard report creation through analyzing and researching client, market and fund data and related information

  • Oversee and ensure timely and accurate distribution of all deliverables, proactively communicating potential delays and restatements to the client

  • Constantly evaluate systems, processes and procedures for inefficiencies and make recommendations on improvement

  • Support various projects, including automation/standardization efforts and the evolution of standard deliverables. Leveraging some of the language i.e., VBA, SQL,etc. - Programming or automation experience with Macro & SQL (intermediate) is a must have

  • Understand the risk environment within the department – promote risk awareness, assessment, control and escalation mechanism

  • Candidate should be well versed to be a student of the market knowing the economic conditions on a micro and macro level

  • Adopt values that are more inclusive and contribute to a collaborative environment, including emphasizing teamwork and mutual respect, and incorporating diversity and inclusiveness as a key cultural value, not just as an end in itself, but as a fundamental aspect of doing good business.

Experience

  • Post graduate degree in business, finance, accounting, economics, or related field with at least 1-3 years of experience. Prior experience in investment management will be preferred.

  • Keen interest in investment products and a preference of 1-3 years of financial services experience, especially investment management or data visualization with good knowledge of financial products.

  • Outstanding client service skills, maturity and judgment in dealing directly with clientele

  • Exceptional written and verbal communication skills are essential

  • Excellent attention to detail, extremely accurate and well organized

  • Strong analytical and problem-solving skills with the ability to synthesize information, summarize issues and think outside the box                               

  • Sharp control/risk mitigation mentality with ability to know when to escalate issues

  • Ability to operate effectively under tight deadlines and to prioritize work with strong emphasis on time management

  • Should be a team player who have Abilities and desire to work in a team environment, willingness to ask questions but also to learn independently.              

  • Happy to work in flexible shift timings across all three regions.                                                              

  • Proficiency in Microsoft Office and an aptitude for learning new applications.

Competencies

  • Strong experience is SQL query lang

  • Presence, maturity and credibility to effectively represent internally and externally, and confidence in engaging with internal and external stakeholders across investment managers, product strategy and client business groups

  • Ability to develop strong and trusting relationships

  • Strong attention to detail

  • Strong research and writing skills to clearly articulate sophisticated concepts, ideas, and processes.

  • Integrity and fiduciary, strong work ethic and professional disposition.

  • Strong level of self-direction, ownership, organization and initiative.

  • Team work oriented with proven organizational skills and ability to manage multiple objectives simultaneously. Able to influence without authority.

  • Deal with colleagues in a diplomatic and persuasive manner and to multi-task in a busy and varied environment.

  • A strong team ethic

#EarlyCareers

Our benefits
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.

Our hybrid work model

BlackRock’s hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person – aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.

About BlackRock

At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being.  Our clients, and the people they serve, are saving for retirement, paying for their children’s educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.

This mission would not be possible without our smartest investment – the one we make in our employees. It’s why we’re dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.

For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: www.linkedin.com/company/blackrock

BlackRock is proud to be an Equal Opportunity Employer.  We evaluate qualified applicants without regard to age, disability, family status, gender identity, race, religion, sex, sexual orientation and other protected attributes at law.

Top Skills

MS Office
SQL
VBA

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