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.
• 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.

• Bachelor’s 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.
• 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.
• WHEM Shift Role (6.30 PM - 3.30 AM IST)

Preferred qualifications, capabilities, and skills  

• Demonstrate a background in Finance, Accounting, or Financial Reporting.
• Gather and analyze complex data to support the development of accurate conclusions.
• Utilize data technology tool (e.g., Alteryx and Tableau ).
• Exhibit a solution-driven mindset.
• Apply proficiency in Microsoft Office suite.