Description
This role is accountable to the Price and Performance Lipper team, which plays a vital role in delivering high-quality, independent fund content and analytics to the global investment community.
The team supports report migration, resolves data integrity issues, and ensures the accurate and timely processing of financial data. Working closely with Client Success Managers, product management, and internal stakeholders, they document customer use cases, streamline operations, and enhance the overall client experience.
Responsibilities:
- Analyze reports to provide feedback on feasibility and timelines, where necessary, liaise with product management on alternatives
- Identify and implement opportunities to bring operational efficiency to the customer
- Provide regular updates and feedback to internal stakeholders and customers
- Handle general queries from customers relating to the content and files provided, work with customer support as needed
- Work with product management to capture any future requirements for inclusion into LSEG Lipper for Investment Management
- Assist in resolving client data issue cases and source, collect, and curate content from financial documents / instruments / feed sources across Lipper content sets and products / services
- Actively participate in the acquisition, creation, calculation, maintenance, and quality assurance of Lipper service results
- Support resolving client cases by fixing data integrity, missing data, and other similar issues efficiently
- Process data in an accurate and timely manner using knowledge of tools and financial markets
- Use approved sources to identify data, convert / make valuable contributions to the data, or use the data as defined in the collection policy
- Communicate and collaborate with different teams to support sourcing and collection of data efficiently
- Adhere to quality metrics and prioritize activities to support business and customer requirements
- Support specific projects assigned and meet or exceed defined metrics
- Suggest process improvement ideas to improve efficiency and customer experience
- Create and automate fund data files coming from dedicated shared mailboxes and FTP server
- Support and provide help with issues regarding data processing and automations
- Communicate server/mailbox issues to Developer/Support Team
Qualifications & Experience:
- Excellent communication and interpersonal skills
- Excellent attention to detail and ability to prioritize workload and handle unexpected events
- Strong interpersonal, analytical, and problem-solving skills
- Excellent time management skills to meet targets in a multi-task environment
- Ability to handle change and challenge existing working patterns and processes
- Delivery-focused mentality with manifested achievements
- Understanding of critical asset static data and master information requirements
- Structured approach to working methods, including expertise in crafting and implementing controls and day-to-day procedures
- Excellent internal and external client service focus experience and skills
- Team-oriented and focused