Associate Support Analyst

Role Purpose

The Associate Support Analyst is responsible for executing tasks related to shares outstanding and client queries with guidance, while developing foundational expertise. The role includes daily reporting, discrepancy analysis, and communication with clients and stakeholders.

Primary Responsibilities

Operational Tasks

• Execute and complete the daily Shares Outstanding task for assigned jurisdictions (UK, FR, DE, BE, SE, FI, DK, IC)
• Review relevant links and documents to capture updated data
• Record and upload changes in Shares Outstanding and Total Voting Rights to Ref01 by end-of-day

Client Communication & Incident Handling

• Serve as the first point of contact for client-facing communications and Level 1 incident escalations
• Handle client-specific queries related to shares outstanding
• Contribute to improving customer experience by ensuring timely and accurate resolutions

Analysis & Reporting

• Analyze discrepancies and variances in data
• Review draft calculations for accuracy
• Create and run reports to track shares performance and generate insights
• Present data and dashboards to internal stakeholders

Documentation & Team Collaboration

• Prepare and maintain up-to-date documentation as needed
• Actively collaborate with team members to ensure smooth daily operations
• Support Key Performance Indicator (KPI) and incident reporting efforts

Qualifications

Essential Experience

• 3+ years of relevant professional experience in operations, client support, or data reporting

Desirable Experience

• Background in Financial or Investment Services
• Prior experience in a client-facing role within a SaaS or financial software environment

Skills Required

• Strong analytical and problem-solving capabilities
• Ability to handle multiple tasks and meet tight deadlines
• High attention to detail
• Excellent organizational and time management skills
• Effective verbal and written communication
• Team-oriented mindset with collaboration skills
• Ability to understand technical and business requirements at a high level