Opportunity Description
Client Liaison Analyst – Responsibilities
- Cover for Customer Analytics Lead
- Ad-hoc analysis: Capital preservation event table production, BBG buyback yield analysis
- Solvency II reporting (not supported by CTI), RG97
- Client contributions and withdrawals coordination
- Product Reviews of data on platforms, required on a timely basis with specific Pyrford knowledge
- Bespoke Valuations
- Quarterly Distribution
- External Ad Hoc Reporting
- Client Custodian FX Reporting (assuming majority of clients move to passive fx management)
- Mandate or client specific commentary
- Periodic Standard Responsible Investment reporting e.g. Task Force on Climate-related Financial Disclosures (TCFD) report and Sustainable Finance Disclosure Regulation (SFDR) annual disclosures
Client Liaison Analyst – Qualifications
- Experience within financial services and operations ...
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