Services Analyst Job Description
Services analyst
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Services Analyst Duties & Responsibilities
To write an effective services analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included services analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Maintain the internal SharePoint site, create data queries using SQL, create and edit monthly reports, and assess the department’s technical streamline opportunities
Manage all incoming client phone calls, emails and faxes
Work closely with internal and external groups
Excellent understanding of all fund product offerings and timings relating to internal/external fund cut-offs
Participate in testing/ procedural updates
Adhere to strict time deadlines
Production of the daily Private Banking Free Cash reporting
Providing monthly GLAO (General Ledger Account Ownership) oversight and MI for operations
The Financial Services Analyst will coordinate all Customer Master maintenance for the corporation’s Accounts Receivable and multiple Order Processing systems
Timely and accurate production of portfolio analytics using tools which include Bloomberg, Factset, Axioma, and Russell's proprietary systems
Services Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Services Analyst
List any licenses or certifications required by the position: DHS, TIA, ITIL, CE, MCSE, CTP, CCIE, CCNP, CCNA, MSCE
Education for Services Analyst
Typically a job would require a certain level of education.
Employers hiring for the services analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Accounting, Business, Economics, Education, MBA, Engineering, Business/Administration, Technical, Management
Skills for Services Analyst
Desired skills for services analyst include:
SQL
Environmental consulting industry
Spelling
Grammar and vocabulary
Excel
Demonstrated facility with written and verbal business English
Financial data management and reporting systems
Policies and procedures
Financial processes
MS Office
Desired experience for services analyst includes:
The role is further defined by specific lines of business within commercial banking, such as large corporates, middle market enterprises and business banking, by geographic region
The position requires a thorough understanding of HNAH’s AML/BSA policy their application through CMB’s LOB procedures
Strong project management, interpersonal, team-building skills effective oral and written communications
3 years of investment industry experience related to shareholder services, transfer agency operations is preferred
Knowledge of Luxembourg and Dublin SICAVs and onshore funds in Hong Kong, Taiwan and Singapore is essential
Licenses are a plus (series 7/63 )
Services Analyst Examples
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Services Analyst Job Description
Job Description Example
Our innovative and growing company is looking for a services analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for services analyst
- Complete various ad hoc requests for client presentations, internal presentations, analytic reports, (WIM, Profile On demand, Scenario Analysis)
- Manage ad-hoc and routine client administrative requests, including tax requests, transfers, mailing preference updates, recurring report distribution, add-on contribution requests, redemption requests, name change requests, cash flow history requests
- Assisting with the delivery of embedded value calculations for unit-linked products
- Undertaking experience investigations
- Assisting with the analysis of profit for unit-linked products
- Assisting with the calculation of policy liabilities
- Assisting the team with running and maintaining valuation models and setting appropriate assumptions for such models
- Ability to escalate issues in a timely manner to the management team
- Support the depositary operations requirements
- Adhere to the business unit’s corporate governance and infrastructure
Qualifications for services analyst
- The position directly supports activities in the CDD Services unit
- Client Account Administration that includes setting up new clients and monitoring their idea flow
- Develop marketing assets required to fully exploit the product with new prospects and detailed global presentation material used to convert prospects into clients
- Provide actionable feedback and prioritise new features/functionality to the TIDE development team on user demands, service enhancements and specific developments necessary to close sales
- MS Access an asset
- Demonstrated ability to multi-task while producing timely and accurate work
2
Services Analyst Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of services analyst. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for services analyst
- Assists in ensuring process documentation are up-to-date, optimized for ease of use, including straight forward instructions
- Manage financial reporting for the Services organization, partnering with cost center owners and Finance team to ensure detailed understanding of Services performance vs
- Create reporting, tools, and presentations supporting the Services Management team for reviews with Executive Leadership
- Accurate and timely resolution to a wide variety of investor inquiries and problems, some of which may be complex in nature
- Periodic investor and fund document publishing to the Investor Portal to satisfy regulatory reporting requirements
- Preparing and coordinating the distribution of required quarterly investor communications, drawdowns and distributions, and other ad hoc fund required communications
- Completing investor audit confirmations
- Processing Investor Assignments
- Fund and investor data analysis
- IT systems User Acceptance Testing
Qualifications for services analyst
- Perform administration functions and annual and periodic processing which adhere to established procedures
- Associate or Bachelor Degree in Business Management or equivalent work experience preferred
- Ability to accommodate a flexible schedule
- PC literate and well versed in the use of the Microsoft Office product suite
- Bachelor’s Degree in Accounting, Real Estate, Business Administration or Finance is required
- Analyzing, organizing, cleansing and manipulating large amounts of data
3
Services Analyst Job Description
Job Description Example
Our company is hiring for a services analyst. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for services analyst
- Completing special assignments with internal teams
- Investor and contact administration
- Managing client entitlements to the Investor Portal and specific fund and investor related content
- Filing required paper and electronic documents for books and records
- Produce recurring and ad-hoc business analytics to operating teams pertaining to the efficiency of membership services operations
- Create monthly Exception Report and analysis of each departments overall financial exceptions to policy, the overall monetary impact to the company, and be able to draw thoughtful conclusions from the data
- Assess monthly performance of core businesses and support business unit leader(s) in monthly presentations
- Manage reporting databases and identify ways to optimize the process
- Develop new business ideas through listening, understanding and advising internal clients on business issues including proactive development of proposals and responding to ad-hoc issues
- Define and recommend analytical approach, and manage execution of strategic analyses, including defining KPIs and success metrics
Qualifications for services analyst
- Retail systems experience (supply chain, Point of Sale POS, trade funds)
- Working knowledge of fund accounting / transfer agency systems is an advantage
- Experience in financial services is a distinct advantage
- Strong knowledge in Access Databases and experience with SQL Server databases
- Interpersonal and communication skills, required
- SharePoint 2010 or higher preferred
4
Services Analyst Job Description
Job Description Example
Our company is looking to fill the role of services analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for services analyst
- In addition, reconcile the roles and responsibilities between the IT Shared Services Office and the IT Security Category for managing existing IT Security Shared Services
- Develop techniques to measure the business, predict incremental revenue and return on investment of proposed changes and new initiatives for Voice Services & Partner Programs
- Review data for accuracy and trending and troubleshoot any errors in reporting, extracting, and warehousing of data
- Serve as secondary back up to Reporting Specialist by distributing scheduled and ad hoc reports
- Review incoming AMCN network schedules and ensure they are compliant with internal standards and partner requirements
- Construct and distribute series/season-level metadata deliverables as per industry, specific affiliate, and platform specifications
- Gather entertainment metadata for scheduled series and films and vet for compliance with internal standards and partner requirements
- Create/gather title-level IDs, working to maintain consistent conventions and procedures for use
- Assist with research and evaluation of products/services that could be integrated into metadata deliverables (Rovi, EIDR)
- Assist with evaluation of Business Unit requests and new initiatives as they pertain to existing metadata workflows
Qualifications for services analyst
- Procedure documentation preferred
- Knowledge of existing WB processes & tools preferred
- A Bachelors Degree in business with a concentration in accounting, finance, business, or equivalent discipline
- Minimum 1-3 years of experience which can be comprised of a mix of relevant experience and education
- Excellent knowledge of Microsoft Excel is required
- Experience working with large data sets and ability to summarize raw data sets into a concise presentable format
5
Services Analyst Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of services analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for services analyst
- Create sophisticated cash flow discounting models used for acquisitions, dispositions and financings
- Assist in preparing investment memos summarizing potential acquisitions and dispositions for Senior Investment Committee and quarterly investment summaries for Board of Trustees
- Provide credit evaluation and determined financial strength of prospective and current tenants
- Perform due diligence on building acquisitions under contract
- Set up wires for earnest money and purchase price money
- Coordinate due diligence activities related to permanent loan financing for funds
- Gather all necessary due diligence material and provide buyer or fund partner with dispositions or fund contributions
- Prepare, distribute, obtain signatures, and mediate discussions related to estoppels and SNDAs from customers
- Acts as a subject matter expert for complex systems and/or software that ensure our business remains operational as it relates to payment programs and payment regulations
- Work with internal teams and third party vendors to maintain compliance
Qualifications for services analyst
- Must be a strong team player willing to work collaboratively internally and with other departments
- Ability to learn quickly and organize, prioritize and meet deadlines
- Facilitation, strategic planning and IT Security knowledge
- Knowledge of Federal shared services operations
- Undergraduate Degree in Commerce, Business Administration, Economics or other related discipline
- Minimum 1-3 years experience in investment operations or treasury environment, including a working knowledge of investment products and the trade settlement processes