Manager Client Reporting (Investment Operations)
Locations: Hyderabad, Andhra Pradesh, India
Career Area: Investment Services & Operations
Key Responsibilities / Duties:
• Coordinate and ensure completion of daily/weekly/monthly/quarterly client reports, and client service requests in conjunction with Investment Centers, Performance teams, Sales & Service, Marketing, Accounting, and other departments where necessary, accurately and within the required deadlines
• Coordinate and lead the effort on production of factsheets, published across different investment centers/ regions.
• Lead/ assist the Communications Platform’s project managers in testing and validating various data components for existing and new projects on the platform
• Provide first tier support in addressing business partners’ questions, or executing ad hoc requests for clients
• Oversee the production of regular reporting, client meeting materials and client static data to ensure accuracy and relevance to the clients
• Provide management view into process changes/automations resulting in increased measurable results along with key metrics which impact the operations.
• Build and maintain excellent relationship with stakeholders from Marketing, Investment and Investment Services functions.
• Review the processes regularly and ensure various documents related to process, including BIA-for BCP event, are updated regularly.
• Identify and strive towards mitigating the risks in the current & potential future projects.
• Determine, report and seek approval for staffing requirements in a timely manner.
• Identify successors at various levels in the team, provide direction and commit to their development and ensure the teams are engaged and motivated all the times.
• Direct the Team Leads in conducting annual performance and development reviews.
• Ensure that all the queries are duly attended and Manager is kept informed of significant issues.
• Strives to create & maintain an environment which enables team members to give recommendations on any process/ non-process practices.
• Foster a culture of questioning and enable the team members to challenge the status quo and come up with innovative ideas.
• Take wider responsibilities from Dept./ Center level, as assigned and participate & contribute as appropriate.
• Steer the efforts of the teams (across department as assigned) in achieving the intended / deliberated objectives and initiatives of the department.