The role of Client Reporting will be to work across various functional areas to manage the delivery of client reports (including factsheets) for funds managed by the organization.
Engage effectively with the relevant stakeholders to understand clients’ requirements in terms of data and reporting template.
Develop strategic client reporting solutions to achieve scalability and meeting the complexity in client reporting.
Implement efficient process and controls to manage any risks involved to improve accuracy / reduce errors.
Manage the delivery in accordance with clients’ SLAs.
Regular review of data populated in external and consultant database to meet Business’ needs.
Manage the consultant database vendor to review existing data sets to increase consultant screening opportunities and improve data quality /completeness.
Ensure all procedures are agreed to and documented.
Manage and provide effective guidance and motivation to the team.
Act proactively to ensure smooth team operations and effective collaboration
Requirements / Qualifications:
Relevant experience in client reporting.
Experience in performance reporting will be an added advantage.
Good knowledge of the asset management industry and the operating business model of an asset manager highly desirable
Strong leadership and management experience in working in or running a team
Strong business level communication skills both written and verbal including report writing skills
Strong time management and prioritisation skills
Strong project management skills and experience
Ability to work well under pressure
Highly proficient with Microsoft applications
Be independent and resourceful
Strong team player, but needs to be able to work autonomously on projects and deliverables around and of varying seniority
