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Lead I - BPM

Lead I - BPM

UST

0 years

0 Lacs

kochi kerala india

Posted:2 weeks ago| Platform:

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Skills Required

reporting compliance mentoring metrics procedural resolve network efficiency technology management communication model leadership collaboration portfolio accounting risk excel word automation audit finance

Work Mode

On-site

Job Type

Full Time

Job Description

Role Description

The Reporting Team Lead is responsible for overseeing the production and delivery of accurate, high-quality investment reporting outputs — including

Quarterly Investment Reports

— within defined timelines and control frameworks. This role involves maintaining stakeholder relationships, ensuring compliance with regulatory and best practice standards, and driving continuous improvement across processes and systems.You will also play a key role in mentoring the team, managing performance metrics, and contributing to innovation initiatives within the reporting function.

Key Responsibilities

Oversee day-to-day production of full, accurate, and timely reporting outputs to meet internal and external deadlines.
Develop, maintain, and update procedural documents and templates to ensure compliance with global, regional, and local standards.
Act as a key point of contact for stakeholders, coordinating reporting production and addressing queries and requirements promptly.
Investigate and resolve client and stakeholder queries, collaborating with the global client services network as needed.
Proactively identify and resolve exceptions, discrepancies, and root causes, implementing preventative measures.
Continuously seek opportunities to enhance efficiency, leveraging technology and driving innovation.
Prepare and present Management Information (MI) and Key Performance Indicators (KPIs) to senior management.
Lead and participate in reporting-related projects, ensuring timely delivery and effective communication.
Serve as a role model within the team by demonstrating leadership, collaboration, ownership, and accountability.

Mandatory Skills

Proven experience in Securities or Fund Management industry.
Strong background in Portfolio Accounting and financial reporting.
Excellent interpersonal and communication skills (written and verbal).
Strong analytical, problem-solving, and attention-to-detail skills.
Solid understanding of operational risk and control frameworks.
Proficiency in MS Excel and MS Word.
Strong prioritisation, time management, and organisation skills.
Demonstrated experience in stakeholder management and team collaboration.
Ability to work effectively in UK shift timings.

Good-to-Have Skills

Prior experience leading reporting or accounting teams in a global environment.
Exposure to automation tools and process improvement initiatives.
Experience in project participation or management within reporting functions.
Understanding of regulatory reporting standards and audit processes.
Formal finance-related qualifications (e.g., IOC, IMC, or equivalent).
Familiarity with Aladdin Accounting or other investment reporting platforms.

Skills

portfolio accounting,Securities,Fund Management

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Lead I - BPM