Vice President, Client Reporting/Performance

In this role, you'll make an impact in the following ways:

Preparation of portfolio and benchmark reports, Risk Reports, Performance Attribution reports.

Maintenance of Performance Databases.

Provides analysis and development of reports related to all aspects of account activities, performance, and investment-related practices and procedures.

Answers any inquiries from clients regarding the nature of investment products and their portfolios along with inquiries regarding managing portfolio risk and asset allocation.

Processing various types of client reports.

Maintains online tools and reporting platform.

Actively work on training the new and existing team members; s/he will plan the new migrations and will make sure that all the business documents are up-to-date to maintain the knowledge base.

Coordinating with the LOB (Mellon Investments Corporation) and ensure meeting the SLA and key deliverables. S/he will be responsible for ensuring the team's report and information production is of the highest quality and delivered within pre-defined deadlines.

Yearly appraisals for direct team members.

Work allocation/leave Management.

To be successful in this role, we're seeking the following:

Excellent verbal and written communications skills.

Excellent organizational skills and the ability to prioritize multiple requests from a variety of sources.

Should be good in negotiation, conflict management, and networking. S/He should have skills to handle cross-cultural communications.

People management skills/experience.

Knowledge of Asset Management business processes, data flows, types of reports, etc.

Experience of working with stakeholders. In this role, the individual would need to understand data requirements and document them in clear, concise language.

The individual needs to be autonomous and comfortable in approaching business teams with queries.

An understanding of how to approach analyzing data in current systems and document the relationships of business data that resides in multiple systems.

Should be highly skilled to resolve day-to-day issues faced by the team.

Should be able to see functional as well as team problems from all sides and should be able to see all possible alternatives before coming up with a solution to the problem.