Data/Reporting Analyst

Contract position with a large investment firm. Hybrid, 3 days/week in Newark, NJ. We are seeking an individual to join our Client Services Reporting team to support our client deliverables, with a primary focus on supporting the suite of activities associated with the client portal. We are seeking a highly organized, energetic individual with strong data governance and analytical skills and systems administration capabilities to support the team in managing the day-to-day operations related to the client portal, as well as other client reporting activities. What you can expect • Client Portal (InvestorFlow): o Responsible for day-to-day data activities, including document uploads, correspondence, troubleshooting and working with technology and users to log, track, and resolve issues. o Manage user onboard and offboard process, including license review, security and profile review and set up. o Manage the end-to-end investor communication process and understanding various communication types and nuances across platforms and audiences being reached, including coordination of undeliverable emails after mailings and removal/inactivation of contacts. • Data and Analytics o Manage the current auditing capabilities and continue to build out in scalable manner to proactively identify data issues across the portal platform. o Work with related parties to resolve data issues. • Other Client Reporting Activities o Partner with other technology focused members in the team to analyze opportunities for automation and work with technology teams on implementation. o Assist in the completion of ad-hoc or scheduled work being done by the team, if needed. What you will bring • Tech savvy mindset and ability to effectively action the training that will be provided to become a subject matter expert in the back-end administration of investor facing our systems. • Knowledge of tools in the sales and investor lifecycle ecosystem: Salesforce, Marketing Cloud, Tableau, InvestorFlow. • Strong proficiency in all Microsoft products, including Excel, Word, and Power Point. • Additional systems that may be beneficial to know to have a broader impact on the team are Aladdin, Factset, and Vermilion. • Strong accountability, adaptability, and takes initiative with a positive attitude. What will set you apart? • Experience working in the investment management industry preferred. • Excellent organization and time management skills with the ability to balance multiple priorities in high paced, dynamic environment. • Strong analytic and project management skills. • Detail-oriented with solid written and verbal skills. • Ability to work independently and to orchestrate work with other teams.