28 Client Reports Jobs - Page 2

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2.0 - 6.0 years

0 Lacs

pune, maharashtra

On-site

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, standardize data for consistency, create reporting templates, perform testing, and implement suitable reporting templates in a timely manner. You must have a proven working knowledge of client reporting platforms, processes, internal and external data providers, and a strong sense of risk mitigation. Coordinating information flow between relevant internal business areas to ens...

Posted 4 months ago

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2.0 - 6.0 years

0 Lacs

pune, maharashtra

On-site

You should have 2-4 years of relevant experience in producing periodic, accurate, and timely client reports and presentations across multiple investment strategies regularly for an asset manager or bank. It is essential to have a proven working knowledge of client reporting platforms, processes, internal and external data providers, coupled with a strong sense of risk mitigation. Your responsibilities will include working with others to draft requirement documents, reviewing data sets and flows for suitability and quality, accurately sourcing data, standardizing data for consistency, creating reporting templates with accurate configurations, performing functional/integration testing, and imp...

Posted 4 months ago

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2.0 - 6.0 years

0 Lacs

chennai, tamil nadu

On-site

The Ops Support Specialist role involves providing operations support services, which include record/documentation maintenance, account maintenance, and coordinating the opening of accounts with the Operations - Core Team. You will act as a liaison between operations staff, relationship managers, project managers, custodians, and clients. Your main objective is to offer day-to-day operations support in line with Citi's operations support infrastructure and processes. Your responsibilities will include conducting business analysis and documenting current and future states of Client Reports and Advices. You will provide status updates to project participants, create presentations for steering ...

Posted 4 months ago

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