This role is accountable to the Price and Performance Lipper team, which plays a vital role in delivering high-quality, independent fund content and analytics to the global investment community. With a strong emphasis on customer collaboration, the team supports report migration, resolves data integrity issues, and ensures the accurate and timely processing of financial data. Working closely with Client Success Managers, product management, and internal partners, they document customer use cases, streamline operations, and enhance the overall client experience. Employing deep financial expertise and a commitment to continuous improvement, the team drives innovation and operational efficiency across Lipper’s suite of investment management solutions.

Responsibilities

• Analyze reports to provide feedback on feasibility and timelines, where necessary, liaise with product management on alternatives
• Strong experience in writing prompts and building agen...