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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