Is this position pertains to BO or MO
I recently saw a post with job description as below. This is a position at a AM. This sounds like BO to me but can anyone shun some light on this? Thanks.
• Complex data management and reporting; creating and updating unique and targeted
graphs, tables, charts and reports for clients and prospective clients using various
software applications.
• Manage own workload; determine appropriate priorities and provide timely and accurate
distribution of standard and custom reports.
• Understand flow of client and fund information and data between various groups and
systems.
• Review the work of peers and Analysts; ensure accuracy and enforce compliance rules as
applied to fund performance reporting.
• Support and complete various efficiency and capacity-building initiatives, including
automation/ standardization efforts, client research, and representing CR in firm-wide
projects.
• Participate in cross training efforts on all CR functions.
• May train new reporting specialists in all basic functions of position requirements. Ensure
complete knowledge transfer of all operational and compliance procedures.
• Constantly evaluate systems, processes and procedures for inefficiencies, and make
recommendations for improvement.
• Liaise with other departments on the execution of strategic projects.
• Maintain efficient filing and organization of correspondence, reports, research data and
meeting materials.
• Additional duties may be assigned as needed.
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