580 Client Reporting Jobs - Page 7

You will be joining a team within State Street Markets, a leading provider of trading and lending solutions to institutional investors. Your role as a Client Reporting - Senior Associate will be crucial in ensuring accuracy and timeliness within the team. Your responsibilities will include creating an engaged work environment, developing new workflow approaches, collaborating with internal and external groups, and serving as the key point of contact for clients. Additionally, you will have the authority to hire, discipline, promote, and manage the performance of team members. Key Responsibilities: - Ensure team meets accuracy and timeliness criteria - Create and maintain an engaged work envi...

Position: Client Onboarding- Investment Banking (Trade, Derivatives, Reporting ) Experience: 1-3 Years Location: Mumbai (Apply if you are in western line) Notice Period: Immediate Joiners Interested candidates can apply to the given Email ID: greeshma.t@twsol.com Job Description: Primary Responsibilities: 1. Initiate different product accounts on systems. 2. Responsible for coordinating with different team like but not limited to risk, sales, documentation etc. to get the accounts opened 3. Expertly navigate the organization, across divisions, to deliver timely and accurate issue resolution which may include communication with senior stakeholders within Ops and the BU. 4. Organizing and prio...

MIS Roles and Responsibilities: Lead and manage a team responsible for alumni data collection and enrichment. Set and track team KPIs to ensure accuracy, speed, and quality of data collected. Conduct performance reviews, coach team members, and improve productivity. Manage daily operations including dialer system usage, CRM updates, and reporting workflows. Create and maintain Excel-based dashboards and trackers (Pivot Tables, VLOOKUP, charts). Analyze alumni data to generate actionable insights for client reporting. Coordinate with internal teams (Tech, Product, Client Success, Operations) to ensure smooth delivery. Ensure reports and dashboards are accurate, timely, and client-ready. Ident...

About The Role : Job TitleSenior Operations Analyst - Global Reporting & Performance Measurement Corporate TitleAssociate LocationBangalore, India Role Description Markets offer both risks and opportunities. At DWS, you can join a leading global company that promotes responsible investing and innovation. We seek creative thinkers to secure our clients' financial future. Join our mission and work with industry leaders. Take this chance for an extraordinary career and invest in your future. The Global Reporting & Performance Measurement department, part of the COO function, provides customer-specific and regulatory reports for the entire DWS business field. The Associate is responsible for the...

Job Overview Create campaigns/Ad Group/ Ad text for Google Ads, Facebook, Linkedin, Instagram etc Increase Quality Score Keyword research and analysis Generate weekly client reporting for all major metrics, goals tracking, revenue tracking etc Skills Proven track record of managing multiple PPC campaigns Adwords qualified Experience in running Facebook ad campaigns Experience in increasing quality score Qualifications Any Graduate - Any Specialization Industry: IT-Software / Software Services Functional Area: Marketing, Advertising, MR, PR, Media Planning Role Category: Online/Digital Marketing Role: PPC /Pay Per Click Specialist Company Profile PAGETRAFFIC WEB-TECH PRIVATE LIMITED Search en...

As a Risk Advisory Associate in this role, you will be responsible for assisting in identifying and assessing potential risks for clients across various areas such as financial, operational, regulatory, and strategic aspects. Your key responsibilities will include: - Supporting the development of risk management frameworks tailored to meet the specific needs of clients. - Gathering and analyzing data to facilitate risk assessments. - Working closely with senior risk consultants to devise strategies to mitigate and manage risks effectively. - Preparing client reports, presentations, and documentation related to risk advisory services. - Participating in client meetings and presentations. Cond...

As an Equity Research Analyst, you are required to have a strong passion for equity research and possess excellent report writing and modeling skills. Your responsibilities will include: - Preparing quarterly result notes - Tracking corporate updates - Independently generating investment ideas through detailed fundamental study - Supporting the lead in fund management activities - Assisting in NAV calculations, report generation, and client reporting Strong communication skills are essential for effective collaboration within the team. Qualifications required for this role: - Prior experience in equity research - CA/CFA qualification You will also contribute to investor relations activities ...

Company Description Digiflux Technologies Private Limited, based in Vadodara, is a leading provider of comprehensive digital solutions. We specialize in developing Web and Mobile Apps, as well as delivering innovative end-to-end digital solutions tailored to various organizational needs. Role Description We are seeking a Project Executive (Junior Project Manager) with at least 2 year of experience to join our team at Digifl ux Technologies Private Limited in Vadodara. This is a full-time, on-site position. The ideal candidate will have strong expertise in project coordination, documentation, and team management, along with profi ciency in tools like Google Sheets, Excel, and Jira. You will b...

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 payments, invest...

About The Role : Job TitleAssociate, Team Manager Operations Global Reporting & Performance Measurement LocationPune, India Role Description The Associate/Team Manager Operations is typically responsible for the calculation, analysis and reporting of monthly performance attributions, in coordination with portfolio management and other reporting recipients. Performing calculations of performance metrics, and if required, explaining the findings and underlying methodology to Relationship Managers and institutional clients. Responsible for defining procedures and operating processes in line with regulatory/ industry/functional specifications, striving to continuously improve these processes. Me...

You will be joining M&G Global Services Private Limited, a fully owned subsidiary of the M&G plc group of companies, operating as a Global Capability Centre and providing valuable services to the Group since 2003. M&G aims to empower individuals to make informed decisions about their finances, drawing on over 170 years of experience in savings and investments through Asset Management, Life, and Wealth segments. As part of a company focused on delivering financial success for clients and shareholders, you will play a key role in contributing to M&G's vision of becoming a leading global savings and investments company. M&G Global Services has evolved into a center of excellence, driving M&G pl...

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...