Lead I - Client Reporting

UST

7 - 9 years

9 - 12 Lacs

kochi

Posted:3 weeks ago| Platform:

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Skills Required

process team management accounting operations interpersonal skills client reporting client relationship management fund administration stakeholder management financial control leadership ms office suite fund management coaching communication skills fund accounting

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role Overview

Lead- Client Reporting & Accounting Service Management

Key Responsibilities

Oversee and manage the
Client Reporting & Accounting Service Management
function to ensure timely and accurate service delivery.
Set
team objectives
, conduct
performance appraisals
, and provide ongoing coaching and development.
Act as a
senior escalation point
for all client reporting and accounting service-related issues.
Manage
stakeholder engagement and relationship management
between Business Client Reporting, Accounting, and Service Management teams.
Identify
operational risks
, implement controls, and ensure compliance with internal and external regulations.
Produce
monthly MIS and KPI reports
for oversight teams, ensuring accuracy and insight into team performance.
Provide detailed
monthly commentary
to regional oversight functions in Horsham, Singapore, and the US on delivery versus KPI targets.
Escalate issues to the
Head of Client Mandate
that fall outside agreed service standards.
Drive
process improvement initiatives
to enhance performance, efficiency, and reduce operational risk.
Build and maintain strong working relationships with internal and external stakeholders.
Collaborate with
regional heads of Client Mandate
to address region-specific operational and reporting issues.
Maintain updated knowledge of
regulatory and compliance requirements
related to fund administration and reporting.

Skills and Qualifications

Bachelor's degree
in Finance, Accounting, Business Administration, or related field.
8+ years of experience
in fund administration, fund management, or client reporting, with at least
3+ years in a leadership role.
Strong understanding of
fund accounting operations
,
client reporting processes
, and
financial controls
.
Proficiency in
MS Office Suite
(Excel, Word, PowerPoint); experience with reporting tools or fund administration systems is a plus.
Excellent
leadership, coaching, and team management
skills.
Strong
communication, interpersonal, and stakeholder management
abilities.
Analytical and
problem-solving mindset
with a focus on risk mitigation and process optimization.
Strong
organizational and prioritization skills
to manage multiple deliverables under tight deadlines.

Personal Attributes

A proactive leader who drives accountability and excellence.
Strong collaborator and team player with global mindset.
Adaptable to change and promotes innovation within the team.
Open to feedback, continuous improvement, and personal growth.
Able to manage complex operational dependencies with precision and professionalism.

Required Skills

Fund Administration,Fund Management,Effective Communication

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