Lead I - Client Reporting

7 - 9 Years
1 Opening
Kochi

Role Overview

We are seeking an experienced Lead– Client Reporting & Accounting Service Management to oversee the operational, reporting, and governance functions across client reporting and accounting teams. The ideal candidate will have a strong background in fund administration, fund accounting, and client relationship management, along with proven leadership and stakeholder management skills.

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.

Fund Administration,Fund Management,Effective Communication