About The Role
Duties & accountabilities
- Support the Client Services Global Head by coordinating all of the Client Services monthly reporting suite including internal KPIs and external client data provision.
- Being responsible for ensuring that all monthly reporting deadlines are met, and sign off is provided by the BM and the wider CS leadership team
- Leading the team in collecting, maintaining, analysing and refining data for intraday, daily, monthly and adhoc reporting including but not limited to; ExCo, Health Reports, Billing, Case Aging, Self Service Usage, Project Time tracking, Escalations, Risk reporting, customer feedback surveys, Incidents and Outages
- Understanding the data set to be able to effectively drive trend analysis and identify risk and control gaps and opportunities for process streamlining.
- Understanding and fulfilling all adhoc reporting requirements through collaboration with senior CS leads and internal stakeholders. Being able to respond to any data queries and provide narrative and clarity where necessary.
- Streamlining & automating of metric production and build out of consistent metrics aligned by target operating model. Driving process efficiency around the reporting workflows and framework and partnering with OSTTRA business management peer group to ensure consistency.
- Accountable for the feedback loop between Customer Success/Sales and CS and any follow up action tracking required.
- Monthly reconciliation of Travel and Expense costs across Global Client Services function
- Management of T&E annual budget to ensure that cost targets are met (through collaboration with leadership team to manage forward travel planning)
- Headcount and hiring tracking to provide centralised view for Finance budgeting and forecasting and support CS leadership team in capacity discussions.
- Coordination and preparation of townhall material, newsletters, team communications, DL management and adhoc presentations for Client Services leadership.
- Fulfil any additional/ ad hoc duties as required to meet the needs of the business
- Being responsible for managing the performance of the team including leave tracking and management, career development (regular check ins and 121s), coordinating team meetings, handling performance issues, objectives setting, and day to day running of the team
Personal Qualities
- Minimum 15 years of experience (including minimum of 5 - 7 year’s people management) working in banking/fintech firm doing a similar Reporting or Business Management role.
- Cost control and budgeting mindset with understanding of risks and impacts.
- Strong leadership skills with proven track record of working independently to meet and drive targets, able to prioritize and multi-task efficiently and effectively
- Very strong communications and interpersonal skills, including the ability to collaborate with cross functional teams and comfortable to face off to senior Global stakeholders
- Analytical and technical mindset with ability to learn quickly and independently and understand complex workflows and functionality.
- Good skills in preparing decks and presentations along with usage of AI for data reporting and construction
- Advanced Excel and Google Sheets capabilities including macros and VLOOKUP.
- Background in understanding data and reporting suites published through tools such as PowerBi, Tableau and Google Looker.
- Experience in building and maintaining strong, positive internal client relationships through proactive, attentive, courteous, and professional work ethics.
- Ability to work in a regulated environment and to demonstrate the understanding of the risks and compliance requirements associated with this.
- Ability to stay highly organized in a high-volume, high-priority, customer facing environment
- High level of accuracy and attention to details
- Some experience of cost management advantageous but not critical
- Knowledge of report production using PowerBi and Tableau advantageous but not critical
About OSTTRA
Candidates should note that OSTTRA is an independent firm, jointly owned by S&P Global and CME Group. As part of the joint venture, S&P Global provides recruitment services to OSTTRA - however, successful candidates will be interviewed and directly employed by OSTTRA, joining our global team of more than 1,200 post trade experts.
OSTTRA was formed in 2021 through the combination of four businesses that have been at the heart of post trade evolution and innovation for the last 20+ years: MarkitServ, Traiana, TriOptima and Reset. OSTTRA is a joint venture, owned 50/50 by S&P Global and CME Group.With an outstanding track record of developing and supporting critical market infrastructure, our combined network connects thousands of market participants to streamline end to end workflows - from trade capture at the point of execution, through portfolio optimization, to clearing and settlement.Joining the OSTTRA team is a unique opportunity to help build a bold new business with an outstanding heritage in financial technology, playing a central role in supporting global financial markets.Learn more at www.osttra.com.
What’s In It For
You?
Benefits
We take care of you, so you can take care of business. We care about our people. That’s why we provide everything you—and your career—need to thrive at S&P Global.
Our Benefits Include
- Health & Wellness: Health care coverage designed for the mind and body.
- Flexible Downtime: Generous time off helps keep you energized for your time on.
- Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
- Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
- Family Friendly Perks: It’s not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.
- Beyond the Basics: From retail discounts to referral incentive awards—small perks can make a big difference.
For more information on benefits by country visit: https://spgbenefits.com/benefit-summaries
Recruitment Fraud Alert
If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to reportfraud@spglobal.com. S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, “pre-employment training” or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here.
Equal Opportunity Employer
S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment.If you need an accommodation during the application process due to a disability, please send an email to: EEO.Compliance@spglobal.com and your request will be forwarded to the appropriate person.
US Candidates Only:
The EEO is the Law Poster http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf20 - Professional (EEO-2 Job Categories-United States of America), BSMGMT203 - Entry Professional (EEO Job Group)
Job ID:
321804
Posted On:
2025-10-23
Location:
Gurgaon, Haryana, India
