Client Service Data Analyst

US-CA-Pasadena
Category
Client Service & Marketing - Client Support

Overview

Provide data analysis, reporting and other analytical services to the Client Service and Marketing department. Produce and maintain custom recurring and ad hoc client portfolio reports for all investment strategies and client types across Western Asset’s global offices. Leverage industry specific analytical tools, SQL and Excel to perform portfolio, benchmark and market analysis. The individual will work closely with other groups and departments, including Portfolio and Risk Management, Information Technology, Investment Support and the Product Team.  The successful candidate will bring a working knowledge of financial concepts as well as strong technical ability.  Excel proficiency is a must and experience with coding languages is desired.

Responsibilities

Responsibilities/Duties:


  • Produce all standard and custom portfolio exposure reports for Western Asset Management’s global client base; ensure accuracy and timely delivery
  • Support both internal and external clients by providing portfolio and benchmark analytics and market data for client specific requests, RFPs, presentations monthly commentaries and special projects
  • Build and maintain custom Excel models to generate client portfolio and benchmark reporting
  • Partner with IT on Client Service and Marketing technology projects and upgrades
  • Coordinate across departments on client requests
  • Keep current on investment strategies, market conditions and key occurrences in worldwide marketplace


 

Competencies:


  • Strong communication skills, both written and verbal
  • Experience with VBA, SQL, Python, or other computer languages highly desired
  • Experience with industry specific analytical tools (Bloomberg, FactSet and Yieldbook) and Tableau a plus
  • Strong computer skills particularly in Microsoft Office applications, especially Excel
  • Familiarity with investments and accounting concepts
  • Ability to work in a team-oriented environment


 

Qualifications

Undergraduate degree (in Business, Business Administration preferred), with concentration in Accounting, Economics, or Finance.  Investment management or financial services related internship or work experience desired.


 

How to Apply

Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
Share on your newsfeed