Client Service & Reporting Consultant
Company: KSM- Securian Financial Group
Location: Saint Paul
Posted on: May 22, 2023
*At Securian Asset Management the internal title for this position is Customer Operations Consultant.
This Client Service & Reporting Consultant is responsible for client service and reporting activities related to all internally and externally managed assets; including Minnesota Life, Securian Life and affiliate portfolios; external CML and Private Placement assets and AAM sub-advised assets.-- - The Client Service team functions as the primary client resource on all service and reporting activities.-- - Critical functions include the supply of investment data and ongoing reporting related to internal and external portfolios managed by Securian Asset Management.
Responsibilities include but not limited to:
-- - Produce standard monthly and quarterly reporting, as well as other ad hoc reporting ensuring adherence to Securian AM reporting standards and policies.
-- - Assists Manager in setting criteria in determining Securian AM standard and specialized reporting packets for all client types in conjunction with industry standards and ensuring competitive positioning.
-- - Perform Client Portal administrative functions and serve as product expert for Securian AM reporting applications, including creating/sharing reports, creating new account access, setting up aggregates, resolving issues, conducting training sessions for external clients, etc.
-- - Perform commercial mortgage loan (-------CML----- -) -- -queuing and ad hoc reporting.
-- - Serve as a Subject Matter Expert on the NAIC Filings process for Fixed Income and Equity Securities for affiliate and client accounts.
-- - Collaborate with Private Placement analysts to provide the NAIC with appropriate documentation for exempt holdings for initial and ongoing yearly filings.
-- - Manage the RMBS/CMBS annual modeling process.
-- - Lead and/or support projects to implement new systems/applications, or significantly alter data processes.
-- - Coordinates with Operations, Data Governance, and Portfolio Management teams on reporting requirements for new security and product data needs to meet reporting requirements.
-- - 5+ years of experience with investments, including portfolio management strategies and analytics.
-- - BS in Finance, Accounting, or related field.
-- - Strong problem solving and analytical ability to evaluate user needs and provide solutions in complex situations.
-- - Ability to work independently with minimal guidance both in day-to-day responsibilities but also on larger firm-wide projects.
-- - Solid interpersonal skills to interact with high impact clients, senior management, portfolio managers and other Securian AM teams.-- -
-- - Proven ability to develop reports and disseminate information in an organized and professional format.
-- - Strong technical and analytical systems skills (such as Clearwater, Bloomberg, PLM, Python, FactSet, MS Excel and PowerPoint, etc.).
-- - Experience in the Asset Management or Insurance industries.
-- - CFA designation or working on CFA would be preferred.
-- - Application experience/proficiencies: Clearwater, Tableau, Bloomberg, FactSet, Python.
Physical Job Requirements:
-- - Ability to work at least 40 hours per week.
-- - Ability to utilize keyboard, mouse and computer for up to 3-6 hours per day.
-- - Ability to utilize telephone for approximately 1-4 hours per day.
-- - Ability to meet the physical demands of travel - approximately 2 trips/year. This includes the ability to operate a motor vehicle as well as an ability to utilize air travel.
The physical job requirements described above are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Securian Financial has been around for 140 years. We--------re committed to giving back to our community, donating 15,000 employee volunteer hours this past year. We also provide extensive resources to our employees for professional development and growth and a number of diverse professional and social opportunities throughout the company. There--------s a reason our employees have voted us as a best place to work year after year! In addition:
-- - Generous paid time off. We want you to take time off for whatever matters most to you!
-- - Tuition reimbursement program. We value continuous learning at Securian!
-- - Company-funded pension plan as well as 401K retirement plan -----" great resources to secure your financial future.
-- - Continuous opportunities for new challenges.
-- - Variety of health plan options as well as dental and vision plans.
-- - Paid maternity/paternity leaves.
Securian Financial Group, Inc. does not discriminate based on race, color, creed, religion, national origin, sex, gender identity, sexual orientation, age, marital or familial status, pregnancy, disability, genetic information, political affiliation, veteran status, status in regard to public assistance, status in a local human rights commission, or any other status or condition protected by local, state or federal law. If you are a job seeker with a disability and require an accommodation to apply for one of our jobs, please contact us by telephone 651-665-5522 (voice), 711 (telecommunications relay), or by email at EmployeeRelations@securian.com.
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