Insights & Reporting Analyst

at  US Bank National Association

Philadelphia, PA 19103, USA -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate01 Jan, 2025USD 89760 Annual06 Oct, 20241 year(s) or aboveFinancial Services,Communication Skills,Project Management SkillsNoNo
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Description:

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

JOB DESCRIPTION

Responsible for the preparation of monthly and quarterly client performance reports using PARis system (a performance and attribution reporting system). Acquires data from multiple data sources in order to perform analysis and reporting. Analyzes performance reports for accuracy and identifies discrepancies or reconciliation issues and works closely with the accounting team to find resolutions. Presents data and analysis in a clear and concise manner allowing the audience to quickly understand the results and recommendations so they activate upon them and make data driven decisions. Facilitates the timely completion of client deliverables, portfolio evaluation and reporting. Additional responsibilities may include pre-filling subscription documents for alternative investments, and from time-to-time marketing assistance in the Request for Proposals or contract process, or other work associated with servicing PFMAM’s complex institutional client base. Client contact is also part of the Client Services Analyst’s role in assisting in the completion of service- and consulting-related tasks. The position provides an opportunity to gain broad exposure to a wide range of investment services at PFMAM, and this role can provide an excellent career development path at PFMAM.

Basic Qualifications

  • Bachelor’s degree, or equivalent work experience
  • One to four years of data analysis experience

Preferred Skills/Experience

  • Experience in SQL/WebFOCUS or other BI tool for querying data and for data manipulation/transformation
  • Experience in financial services, with some knowledge of HR systems or financial services products, customers, transactions and interaction data
  • Strong analytic skills with the ability to extract, collect, organize, analyze and interpret results for insights
  • Ability to data mine, analyze data, and present insights in a meaningful way
  • Ability to develop and maintain strategic partnership with Senior Business unit management, business partners and project sponsors, as well as communicate effectively with business, and development teams, end users, and product owners
  • Strong decision-making and problem-solving skills
  • Strong organization and project management skills
  • Effective interpersonal, verbal and written communication skills

The role offers a hybrid/flexible schedule, which means there’s an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.
If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Responsibilities:

  • Healthcare (medical, dental, vision)
  • Basic term and optional term life insurance
  • Short-term and long-term disability
  • Pregnancy disability and parental leave
  • 401(k) and employer-funded retirement plan
  • Paid vacation (from two to five weeks depending on salary grade and tenure)
  • Up to 11 paid holiday opportunities
  • Adoption assistance
  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by la


REQUIREMENT SUMMARY

Min:1.0Max:4.0 year(s)

Financial Services

Banking / Insurance

Finance

Graduate

Proficient

1

Philadelphia, PA 19103, USA