Senior Analyst
About this role
Senior Analyst
The Senior Analyst on the NTAM Client Reporting team is accountable for delivering timely, accurate reporting on the client’s investment performance, holdings, portfolio statements, trial balance, accounting reports and other characteristic reports. The individual will also perform quality checks on custom reports and ensure they are accurate. The incumbent must work across multiple partner areas to ensure that all information provided to both internal and external recipients is accurate and timely. The individual will be responsible for comparing the rate of return using various data sources, including Custodian websites and other applications. This role has strong potential to contribute to solving reporting issues and to future strategic business analysis for the reporting team.
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