Customer Success and Regulatory Reporting Analyst

As a Customer Success and Regulatory Reporting Analyst at AQMetrics, you will take on a variety of responsibilities that include creating documentation for our advanced regulatory reporting platform, assisting in the onboarding of new customers, and preparing regulatory reports like AIFMD and MiFID II. You'll also collaborate with various teams to deliver product demos and presentations that highlight our unique technology solutions.

To excel in the Customer Success and Regulatory Reporting Analyst position at AQMetrics, candidates should hold a degree in Business, Accounting, or a related field. Additionally, 1-2 years of experience in asset management or financial tech is essential, along with proven expertise in conducting product demos and a strong knowledge of fund accounting across multiple asset classes.

At AQMetrics, we prioritize the growth of our employees. In the role of Customer Success and Regulatory Reporting Analyst, you'll have access to upskilling opportunities and resources that allow you to enhance your expertise in regulatory reporting, technology solutions, and client engagement, helping you advance your career in the financial technology sector.

AQMetrics fosters a people-centric culture where collaboration and innovation thrive. As a Customer Success and Regulatory Reporting Analyst, you'll find an environment that encourages teamwork, strong relationships, and continuous improvement, along with social events and flexible working arrangements that foster a healthy work-life balance.

In your role as a Customer Success and Regulatory Reporting Analyst at AQMetrics, you will be responsible for preparing and reviewing various regulatory reports, including but not limited to AIFMD, Form PF, CPO-PQR, and MiFID II. Your expertise will ensure that reports are accurate and compliant with relevant regulations.

In answering this question, you should highlight specific regulations you have worked with, such as AIFMD or MiFID II, and elaborate on the types of reports you prepared. Emphasize your understanding of the regulatory landscape and your ability to adapt to new rules and requirements, showcasing your attention to detail and accuracy in reporting.

When discussing client onboarding, focus on the steps you take to ensure a smooth transition, including data mapping, training, and ongoing support. Share any challenges you faced during the process and how you overcame them. This will illustrate your problem-solving skills and commitment to customer satisfaction.

Demonstrate your proactive approach by mentioning specific resources you utilize, like regulatory websites, industry newsletters, and webinars. Emphasize the importance of staying current in your role as a Customer Success and Regulatory Reporting Analyst at AQMetrics to maintain compliance for clients.

Answer this question by detailing your collaborative approach, such as scheduling meetings to align objectives and tailoring presentations to meet client needs. Mention your communication skills and ability to adapt to different stakeholder perspectives, reinforcing your value as a team player in a diverse setting.

When discussing a successful project, select one that showcases your ability to manage tasks and deliver results. Outline your role, the challenges you faced, and the impacts of your efforts, emphasizing how your contributions as a Customer Success and Regulatory Reporting Analyst brought value to the company.

Focus on your technical skills, discussing specific software or tools you have used in fund accounting. Highlight your knowledge of different asset classes and how you have applied this knowledge in prior roles, positioning yourself as a skilled analyst in the context of AQMetrics.

Key traits may include strong analytical skills, attention to detail, effective communication, and the ability to build relationships. Elaborate on why these traits are important in maintaining client satisfaction and ensuring compliance with regulations, making a case for your own alignment with these traits.

You could mention techniques such as segmentation by urgency or complexity, ensuring that you maintain communication with clients regarding timelines. Highlight your organizational skills and any tools you use to track your progress, demonstrating your capability as a well-organized analyst at AQMetrics.

Your response should reflect your commitment to customer service excellence. Share examples of how you've gone above and beyond for clients in past roles, such as providing timely responses and personalized assistance, which aligns with AQMetrics’ commitment to client satisfaction.

Show your empathy and problem-solving skills by illustrating how you would listen to the customer's concerns, assess the issue, and work collaboratively to address the problem. Mention the importance of follow-up to ensure their satisfaction, underscoring the value of strong customer relationships at AQMetrics.