Overview
The Client Data Analyst will support Asset Management across all aspects of the client journey lifecycle by providing efficient and effective administration and operational servicing to deliver a positive client experience.
Responsibilities
- Proactively manage and maintain Client Data records and information working closely with stakeholders and our clients to ensure client information is up to date.
- Ensure Platforms and Data Masters that hold client records, including contacts and distribution lists across Platforms and Data Masters are accurate and relevant.
- Investigate Client Data Issues and identify root causes, collaborating with all Stakeholders to enable a complete understanding of the problem and solution to ensure good customer outcomes.
- Ensure that any changes are applied to platforms and masters within agreed SLAs
- Proactively develop and maintain effective working relationships with the wider stakeholder teams
- Evaluate processes and procedures and implement continual improvement initiatives to enhance the client service proposition.
- Work with wider Data teams to ensure designs for masters meet requirements and are scalable and sustainable.
- Alongside CDO develop and implement appropriate data controls for Client Data across Platforms and Data Masters.
Qualifications
- IOC, IMC, Relevant Industry/Degree Qualification or equivalent industry experience
- 4-6 years of relevant experience
- Knowledge of client data within investment management
- Understanding of investment strategies and products
- Previous experience of working in asset management is essential
Salary Range
$65,000 - $80,000
The starting salary offer will vary based on multiple factors, including but not limited to the applicant’s education, job-related experience, skills, and abilities, geographic location, and market factors. This position is also eligible to participate in the company’s annual discretionary bonus plan. Full time employees may be eligible for health insurance with an optional HSA, short term disability, long term disability, dental insurance, vision care, life insurance, Healthcare, Dependent and Limited Care Flexible Spending Accounts, 401K, vacation, sick time, an employee assistance program, and commuter and transit programs. Additional voluntary programs include: supplemental health benefits including accidental injury, critical illness and hospital indemnity insurance and pet insurance.
EOE Statement
As an EOE employer, Legal & General Investment Management America will extend equal opportunity to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, ancestry, national origin, age, disability, medical condition, genetic information, marital status, pregnancy, military status, and/or any other characteristic protected under applicable federal, state or local laws governing nondiscrimination in employment. (2024)
