Operations- Client Reporting

2 - 6 years

0 Lacs

Posted:14 hours ago| Platform: Shine logo

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On-site

Job Type

Full Time

Job Description

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 Reports and Presentations across multiple investment strategies - Draft Requirement Documents and review data sets for suitability and quality - Source data accurately, standardize data for consistency, and create reporting templates with accurate configurations - Perform functional/integration testing and implement suitable reporting templates timely - Coordinate information flow between internal business areas to ensure accurate and timely completion of reports - Maintain reporting templates efficiently and suggest ways to check for data issues and resolve them - Manage project timelines, support functional/integration testing, and deployment - Create and maintain SOPs, risk logs, and BCP - Implement tools to automate and optimize reporting workflows and mitigate risk - Resolve automation issues with relevant teams Qualifications Required: - 2-4 years of relevant experience in producing client reports for Asset Manager or Bank - Proven working knowledge of client reporting platforms, processes, and data providers - Strong understanding of MS Excel, MS Power Query / BI, Alteryx, SQL, and object-oriented programming - Experience with Simcorp Coric, TFS, .NET, C# is beneficial - Excellent communication and interpersonal skills - Highly motivated, independent, and strong problem-solving skills - Ability to manage projects and deadlines effectively - Demonstrated understanding of performance principles and calculations - Command of English language Additional Company Details: You should maintain strong working relationships with all external/internal clients, ensuring clear and accurate communication and responding to queries in a timely manner.,

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Crisil

Financial Services

Mumbai Maharashtra

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