JOB PURPOSE (JOB SUMMARY):
Hyderabad Client Reporting team, in coordination with ex-India colleagues, support global distribution teams by providing timely and high quality client reports for Institutional/ Retail Clients; the candidate will focus on developing, managing and executing operational processes and tasks in support of Client Reporting.
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 Platforms 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.
Salary: Not Disclosed by Recruiter
/ Financial Services
Functional Area: Financial Services
Role Category: Operations/Processes/Finance/Legal
Role: Operations Manager
Employment Type: Permanent Job, Full Time