The Fact Sheets team is responsible for the monthly automated production of fact sheets for clients.
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At a high level, this process involves;*
- Ingesting client data files, in a variety of formats.
- Transforming and loading the client data into our standard database structure.
- Adjusting and maintaining the fact sheet templates according to client requirements.
- Extracting monthly data into the fact sheet templates and producing batches of fact sheets.
Who Are We Looking For? Analysts with:
- The Ability to analyse a client’s report specification and convert it to a functional specification that can be tracked, costed, and implemented
- Application configuration and development where applicable based on functional specification
- Intermediate or above T-SQL development experience – required to write and debug advanced SQL, experience with functions, stored procedures, tables, and views.
- Proven knowledge fault finding ability using a variety of technologies (ideally ETL tools, APIs, and Reporting/Data Visualisation Engines
- Proven client liaison and etiquette ability, with a mindset of delivering a consistent positive customer experience
- High quality communication (verbal, written and interpersonal) and presentation skills
- Attention to detail, and the ability to quickly grasp complex technical issues
- Ability to work well under pressure within a team context
- The ability to mentor or coach less experienced team members will be looked upon favourably
What Will You Be Doing?
- Analyse the client’s reporting requirements from a data, formatting, and report workflow perspective
- Create and configure ETL load jobs for data ingestion into a standard data schema
- Configure our custom web based tools and report layouts based on client specifications, and facilitate fully automated report production
- Monitor production runs to ensure accuracy and on-time delivery of reports
- Engage in regular interaction with clients, to ensure that they’re being kept up-to-date on project and document production delivery
- Ask questions or escalate to find solutions where appropriate
- For the right candidates, there is the opportunity to take a leadership role in developing solutions and/or other team members (technical specialist versus team lead)
About Kurtosys
Kurtosys empowers financial services firms to create powerful investor experiences and lasting customer relationships through efficient automation of key sales, marketing and customer service processes.
The company provides an end-to-end digital experience platform (DXP) that enables firms to create, manage, publish and optimize all their financial data, documents, websites and content in a secure, compliant environment.
As a result, it is trusted by the world’s leading investment brands to mitigate their risks and reduce their costs while providing the agility to ensure they are first to market.
Kurtosys solutions include secure websites and portals, interactive data tools and apps, automated sales presentations, marketing collateral and reporting and document libraries.
Kurtosys infrastructure and technology is underpinned by global ISO-27001 certification in information security management, and Kurtosys teams have a deep understanding of working at scale with data, information design, industry regulations and compliance issues.
Founded in 2002, Kurtosys was funded from Silicon Valley investment and operates across three global offices, employing approximately 200 people. The company works with some of the world’s largest financial brands, including banks, wealth managers, mutual fund providers and alternative investments.
Mission:
Our mission is to empower financial services firms to build highly productive, industry-compliant sales, marketing and client service departments.
Using our innovative digital experience platform and tools, our customers can accelerate these functions by automating critical business processes and create stand-out investor experiences that lead to lasting relationships with their customers.
All while reducing risk with technology that ensures alignment with industry regulations and best practices.
As a partner in the pursuit of your success, we work tirelessly to understand your goals, helping you sell more, retain more clients and reduce cost and risk.
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Kurtosys is an equal opportunity employer and values diversity. All employment is decided based on relevant experience, qualifications, merit, and business need._
Job Type: Full-time