Client Success Analyst

| Greater Boulder Area

Product – Equity/Wealth Management

 

In this position, you will serve our extensive client base to deliver superior service with the onboarding and continuous support of the below Capital Markets applications in connection with the new issuance process:

  • Equity Bookbuild – A comprehensive application used by investment banks to manage all facets of the new issuance process, including but not limited to, deal creation, institutional bookbuilding, regulatory reporting, pricing, and analytics
  • Wealth Management /Directed Share Program  – Applications dedicated to the order and allocation process for wealth management networks and company directed programs

 

Client Success Analysts play a significant role in ensuring success of the aforementioned applications, through the management of the below responsibilities:

 

Core Responsibilities:

  • Serve as a direct conduit for all sell-side banks, across all facets of client service and application support.
  • Monitor all client inbound requests via our case management email system and telephony hotlines to address deals and support requests in a timely manner, in coordination with the global support team (US, EMEA and HK).
  • Proactively monitor live transactions to ensure application operability and user success.
  • Provide outstanding client service by assisting clients with deal management, service interruptions and/or production issues, user training, and general application usage.
  • Host client meetings to assist with training, product demos, and transactional support.
  • Produce scheduled and/or ad-hoc reporting deliverables in a timely and accurate fashion.
  • Partner with in-house Product Specialists to share client feedback and understand strategic roadmaps.
  • Partner with in-house Professional Services with client onboarding events to ensure proper training, user access, and testing of production environments
  • Compile daily operational reports to communicate the health of the business (i.e., volumes, risk exposure) to management
  • Assist with regular usage audits to help identify opportunities and drive product adoption

 

Personal Competencies:

  • BA/BS degree and/or equivalent related work experience
  • Proficient in MS Office Suite, and a strong knowledge of internet applications
  • Interest in the Capital Markets and the financial markets
  • Excellent written and verbal communication skills, with the ability to cater styles to all levels of management and clientele
  • Exceptional interpersonal skills that incites healthy dialogue and trusted client relationships
  • Good organizational and time-management skills to adhere to deadlines and deliverables
  • Ability to work independently while still interacting within an integrated team structure
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Technology we use

  • Engineering
    • .NETLanguages
    • C#Languages
    • C++Languages
    • JavascriptLanguages
    • jQueryLibraries
    • ReactLibraries
    • AngularJSFrameworks
    • ASP.NETFrameworks
    • Node.jsFrameworks
    • CassandraDatabases
    • Microsoft SQL ServerDatabases
    • MySQLDatabases

Location

Our neighbors are Ozo, Upslope Brewing Company and many rotating food trucks! Bike to work (yours or borrow ours), ample parking, bus stops nearby

An Insider's view of IHS Markit Digital

What’s the vibe like in the office?

Uniqueness and creativity can be seen in all areas here! We have a digital community bulletin board where you can buy, sell, or post just about anything (seriously, anything!), a company sponsored picnic that includes spirited cornhole competitions, and regular group outings like running or cycling, before, during, or after work.

Marj

Director, Business Development

How do you collaborate with other teams in the company?

My teammates and I come from a diverse set of backgrounds and combine our unique perspectives to provide innovative solutions to problems. As a result, our products push new boundaries and delight our clients.

Jason

Product Management Director

How has your career grown since starting at the company?

IHS Markit Digital has provided me a unique set of opportunities, giving my career a healthy jumpstart. I joined as a college summer intern 3 years ago, and am now a full-time Product Analyst! I love the sense of community here, and value working with a leadership team who provides both a supportive and challenging work environment.

Gillian

Sr. Product Management Analyst

How would you describe the company’s work-life balance?

Our culture promotes hard work while also living a fulfilling life outside of the office. We all love spending time working together on challenging projects, and when the time comes to get away, the support is felt throughout the company. Whether it's an extended vacation or volunteer opportunity to give back to our community!

Corwin

Associate Creative Director, UI Design

What are IHS Markit Digital Perks + Benefits

Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Pet Insurance
Wellness Programs
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Child Care & Parental Leave Benefits
Generous Parental Leave
Vacation & Time Off Benefits
Generous PTO
Paid Volunteer Time
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Stocked Kitchen
Parking
Recreational Clubs
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences

Additional Perks + Benefits

Pet insurance, ECO pass, loaner bikes and secure bike storage, showers + locker room onsite, food trucks every day and regular visits from Sweet Cow Ice Cream.

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