419 Client Reporting Jobs

Job Title: Client Operations Specialist Audit & Client Services Company: Kiya.ai Location: Mumbai, Malad Experience Required: 3 -6 years Education Required: Masters Degree in Finance, Business Role Overview The Client Operations Specialist will manage client queries, produce audit statements, and ensure operational efficiency across global banking operations. The role involves close collaboration with internal stakeholders and client-facing teams to deliver high-quality services, maintain regulatory compliance, and continuously improve processes. Key Responsibilities Manage Client Queries Related to Audit Confirmations Process client requests regarding audit confirmations in line with servic...

Role Overview: As a Voice Associate, you will be expected to effectively and efficiently handle customer support calls following the Standard Operating Procedures (SOPs). Your primary goal will be to resolve customer issues or escalate them to a more knowledgeable person while ensuring compliance with Service Level Agreements (SLAs). Key Responsibilities: - Manage customer support calls and respond to queries following the SOP guidelines - Analyze information, enter and verify data accurately according to the SOPs - Keep updated on any client processor or product updates and ensure 100% compliance - Assist in training new team members to ensure quick readiness and handle higher complexity ta...

Job Summary: • To provide and ensure the timely and high-quality service and deliverables to the cluster clients for funds clients allocated to you and your team. • Main person who is accountable, has ownership of deliverables. • Concentrates in engaging and developing teams and individuals. Expected to perform review of core processes, complex ad hoc work and all other client requirements. Provides consistent feedback on accuracy and timeliness of outputs made by their team • Responsible in assisting in the review and/or preparation and completion of NAV and Financials of the private equity funds that include recording journal entries, monthly/quarterly/annual financials, processing payment...

Key Responsibilities: Periodical updates to fund performance presentation materials, prepared for investor reporting purposes, on monthly and quarterly basis. Generating backend excel support document from internal portfolio management systems for the purpose of updating the materials. Validation of fund data against the internal portfolio management systems and highlighting differences and discrepancies. Aggregate and analyze relevant data, encompassing historical performance, risk metrics, allocation changes and other quantitative metrics about various portfolios. Analyze performance attribution data across funds, on the backdrop of financial markets environment and understanding its impac...

Role Overview: You should have 2-4 years of relevant experience in producing periodic accurate and timely Client Reports and Presentations across multiple investment strategies for an Asset Manager or Bank. Your responsibilities will include working with others to draft Requirement Documents, review data sets, source data accurately, create reporting templates, manage project timelines, and continuously maintain reporting templates. You should be well-versed in MS Excel, MS Power Query / BI, automation software like Alteryx and SQL, and possess a strong understanding of the end-to-end process of data collection and report production. Key Responsibilities: - Produce accurate and timely Client...

Working closely with the CM in the initial period to help build and drive own knowledge of Beauty & Care market (preparation phase) Taking full ownership for the client reporting process including preparation of materials, ensuring all deliverables are 100% accurate and delivered to schedule and analysing the data to provide our client base with truly actionable insights. Checking data movements and quality by comparing results from previous deliverables and applying market knowledge Act as one of the key day to day contacts within the global team, working closely with the rest of the team (local and global) to ensure contacts are satisfied with the deliverables and servicing provided by the...

Role Overview: As a Senior Operations Analyst in the Global Reporting & Performance Measurement department at DWS, you will be part of a team that provides customer-specific and regulatory reports for the entire DWS business field. Your role will involve analyzing, developing, and producing complex customer reports, handling customer inquiries, and collaborating with internal and external stakeholders to ensure efficient processes and performance. You will play a crucial role in fostering communication between function teams and maintaining relationships with clients, especially for time-sensitive, complex, or regulatory tasks. Key Responsibilities: - Record, conduct feasibility checks, anal...

Experience: 9+ Year Location : Gurgaon Shift UK Shifts: (1 pm to 10 pm) Working Days: 5 days WFO **Immediate Joiner Preferred** Role Description: This role is an exciting opportunity for highly motivated and self-starter individuals to join a high caliber team in shaping and scaling the financial operations business. This is an opportunity to work with well-known US financial advisor and leading portfolio managers. Role and responsibilities:- Manage a team of professionals responsible for preparing client reports based on defined frequency (monthly, quarterly etc.) by sourcing the reporting information from various applications and/ or teams to distribute accurate client reports within presc...

The Private Fund Services is a team within the Corporate & Investment Bank (CIB) s Securities Services group which is expanding their services by offering data as service responsible for generating revenue for the firm by building and commercializing best-in-class data solutions for our Alternatives client base for different investment lifecycles. Our mission is to establish top-tier client services and enable our clients to achieve their business goals by extending J. P. Morgan s reputation as market leader in financial products into the data as a service space. The successful candidate will be working with the team responsible for PFS client reporting, use and deployment of platforms to ac...

The Associate with the team responsible for PERES client reporting, use and deployment of platforms to achieve optimization in a controlled environment. The candidate will be expected to assist in develop a client reporting function across close ended structures, develop and deploy standardized & customized reporting, client data analytics, work with teams driving change and implement operational efficiencies in a controlled fashion through effective use of our technology stack Job Responsibilities Work with the global product team to come up with a standard client offering. Work on developing client reporting, data feed, client dash boarding solutions, waterfall using Crystal, SSRS, Tableau...

We are seeking an experienced professional to oversee and manage the responsibilities below. The planning engineer will be responsible for monitoring and controlling a L3 P6 project schedules for the project developed by the EPC contractor as a PMC role. The Schedule shall be verified against the contractual milestones and analyzed in terms of reliability of timing. The role requires ensuring that all project activities are planned, tracked and reported in accordance with PMC standards and client requirements and Saudi Aramco Standards.. He has to report to Senior PE and PM. Ensure that the contractor shall develop, implements, and maintains detailed project schedules in line with project ex...

We are seeking an experienced professional to oversee and manage the responsibilities below. The planning engineer will be responsible for monitoring and controlling a L3 P6 project schedules for the project developed by the EPC contractor as a PMC role. The Schedule shall be verified against the contractual milestones and analyzed in terms of reliability of timing. The role requires ensuring that all project activities are planned, tracked and reported in accordance with PMC standards and client requirements and Saudi Aramco Standards.. He has to report to Senior PE and PM. Ensure that the contractor shall develop, implements, and maintains detailed project schedules in line with project ex...

Job Title: Client Operations Specialist Audit & Client Services Company: Kiya.ai Location: Bangalore, Bagmane IT park Experience Required: 3 -6 years Education Required: Masters Degree in Finance, Business Role Overview The Client Operations Specialist will manage client queries, produce audit statements, and ensure operational efficiency across global banking operations. The role involves close collaboration with internal stakeholders and client-facing teams to deliver high-quality services, maintain regulatory compliance, and continuously improve processes. Key Responsibilities Manage Client Queries Related to Audit Confirmations Process client requests regarding audit confirmations in lin...

Responsibilities: Customer Relationship Management: Serve as the primary point of contact for all customer inquiries related to orders, deliveries, and supply chain operations. Order & Logistics Management: Manage the entire order lifecycle from entry to final delivery. This includes order processing, scheduling deliveries, and coordinating with logistics partners. Cross-Functional Coordination: Collaborate closely with internal teams, such as sales, production, and warehousing, to ensure timely and accurate order fulfillment. Communication & Reporting: Provide proactive status updates to clients and internal stakeholders. Prepare and maintain reports on order status, delivery performance, a...

Job Description Associate, Middle Office Representative II At BNY, our culture allows us to run our company better and enables employees growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the worlds investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance and this ...

What this job involves: Executing flawless technical activities Ensuring smooth day-to-day operation is a responsibility that requires impeccable leadership skills. As the go-to person in all things technical, you ll keep the Company up to speed on operating and utilities costs. Together with the Engineering manager, you will monitor the invoices for technical services rendered. Aside from these, you ll keep an eye out on the maintenance practices of our contractors to ensure that their scope of work is aligned with manufacturer recommendations and our own Preventive maintenance standards. You ll also oversee the repair and maintenance of Electrical Panels, lighting fixtures, cooling and hea...

What this job involves: Executing flawless technical activities Ensuring smooth day-to-day operation is a responsibility that requires impeccable leadership skills. As the go-to person in all things technical, you ll keep the Company up to speed on operating and utilities costs. Together with the Engineering manager, you will monitor the invoices for technical services rendered. Aside from these, you ll keep an eye out on the maintenance practices of our contractors to ensure that their scope of work is aligned with manufacturer recommendations and our own Preventive maintenance standards. You ll also oversee the repair and maintenance of Electrical Panels, lighting fixtures, cooling and hea...

What this job involves: Executing flawless technical activities Ensuring smooth day-to-day operation is a responsibility that requires impeccable leadership skills. As the go-to person in all things technical, you ll keep the Company up to speed on operating and utilities costs. Together with the Engineering manager, you will monitor the invoices for technical services rendered. Aside from these, you ll keep an eye out on the maintenance practices of our contractors to ensure that their scope of work is aligned with manufacturer recommendations and our own Preventive maintenance standards. You ll also oversee the repair and maintenance of Electrical Panels, lighting fixtures, cooling and hea...

Assistant Facility Manager - Soft What this job involves: To provide comprehensive facility and contract management for the client, with a focus on continuous improvement. To achieve financial and other targets established by the Facilities Manager. Achievement of the Key Performance Indicators and Service Level Agreement targets Property Operations Managing all outsourced service contracts and Jones Lang LaSalle personnel, including inspections and quality management of service delivery this includes all Cleaning functions/ Security/ Administration/ Reception/ Helpdesk/ Pantry and Mailroom services. Developing and implementing building procedures and performance measures to ensure simplific...

Receptionist/Front Office Executive Integrated Facilities Management Work Dynamics ( APAC / India ) What this job involves: Serving on the front lines of customer service Are you a people person who can make daily interactions such a breeze? In this role, youll be in charge of one of the busiest places in the officethe front desk. Constantly on the go, youll give our visitors a warm welcome, and guide them and our employees along the way. In other words, you will set the benchmark in giving our company a good first impression. Throughout the day, you will also handle all incoming and outgoing calls, including distribution. Therefore, it is essential to remain professional and polite in the w...

Receptionist/Front Office Executive Integrated Facilities Management Work Dynamics ( APAC / India ) What this job involves: Serving on the front lines of customer service Are you a people person who can make daily interactions such a breeze? In this role, youll be in charge of one of the busiest places in the officethe front desk. Constantly on the go, youll give our visitors a warm welcome, and guide them and our employees along the way. In other words, you will set the benchmark in giving our company a good first impression. Throughout the day, you will also handle all incoming and outgoing calls, including distribution. Therefore, it is essential to remain professional and polite in the w...

Amazon is a collaborative and innovation-driven environment. The requirement is for a mindset that is very hands-on, energetic, helpful and straight forward. Achieve excellence in maintenance service programs at Amazon, obtaining the highest possible standards and practices. To provide comprehensive facility management for services to the client, with a focus on continuous improvement. Achievement of the Key Performance Indicators and Service Level Agreements targets. POSITION GOALS HeShe is responsible for end-to-end operations of facilities management. This role requires an enthusiastic, proactive individual, an outstanding communicator with the ability to deliver incredible customer servi...

Amazon is a collaborative and innovation-driven environment. The requirement is for a mindset that is very hands-on, energetic, helpful and straight forward. Achieve excellence in maintenance service programs at Amazon, obtaining the highest possible standards and practices. To provide comprehensive facility management for services to the client, with a focus on continuous improvement. Achievement of the Key Performance Indicators and Service Level Agreements targets. POSITION GOALS HeShe is responsible for end-to-end operations of facilities management. This role requires an enthusiastic, proactive individual, an outstanding communicator with the ability to deliver incredible customer servi...

Job Description: Manager - Technical Service Assistant Manager (Work Dynamic) Our people at JLL and JLL Technologies are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you ve got deep experience in commercial real estate, skilled trades or technology, or you re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. What this job involves: Executing flawless technical activities Ensuring smooth ...

Job Description: Manager - Technical Service Assistant Manager (Work Dynamic) Our people at JLL and JLL Technologies are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you ve got deep experience in commercial real estate, skilled trades or technology, or you re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. What this job involves: Executing flawless technical activities Ensuring smooth ...