Identify & classify financial security information utilizing multiple investment analysis tools and databases, and utilize those inputs to generate specialized reports for Financial Advisor teams
Investigate, research, and resolve report inaccuracies as identified by functional team members and Financial Advisor teams
Generate ad hoc reports as determined by business needs and respond to related inquiries
Ensure accuracy of reports generated and feedback provided to other key stakeholders
Identify process breakdowns, propose solutions to drive simplification and effectiveness within functional...