Fund Servicing Analyst / Associate

• Create, automate, and maintain client reports using Tableau and Alteryx.
• Schedule and automate report generation and distribution to meet client deadlines.
• Work closely with internal teams and clients to understand reporting needs and translate them into effective data solutions.
• Build and optimize Alteryx workflows for data extraction, transformation, and loading (ETL) to support reporting requirements.
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  Design interactive dashboards in Tableau to present complex data clearly and effectively.
• Ensure accuracy, consistency, and integrity of data across all client reports.
• Troubleshoot and resolve issues related to data, workflows, and reporting processes.
• Stay updated with the latest features and best practices in Tableau and Alteryx to enhance reporting processes.
• Document processes, workflows, and reporting standards for knowledge sharing and compliance.

• Bachelors degree in a related field (Data Analytics, Information Systems, Business, Finance).
• Proven experience in client reporting, ideally within financial or professional services.
• Strong proficiency in Tableau for dashboard creation and data visualization.

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  Get Hired
  Solid experience with Alteryx for data preparation, ETL, and workflow automation.
• Excellent analytical, problem-solving, and communication skills.
• Ability to manage multiple projects and deadlines in a fast-paced environment.
• Attention to detail and commitment to data quality.

Preferred qualifications, capabilities, and skills

• Knowledge of SQL or other database querying languages.
• Experience with other reporting or BI tools.
• Understanding of data governance and compliance requirements.
• Experience with large datasets and complex data sources is a plus.