Client Reporting, Team Lead - State Street Investment Management
BengaluruFull-time7–8 yrsPosted 1 week ago
Senior banking role at State Street in Bengaluru. Needs 7–8 years.
About the role
Working in-line with SSIM’s brand specifications and are responsible for creating client reports, fact sheets and new template designs as per the business requirements. Manage the day-to-day BAU and make sure accuracy and timeliness in reporting and processing, as well as adherence to controls. Process Daily/Weekly/Monthly Client Investment Reports, Factsheet and Ad-hoc queries are completed with 100% accuracy
What you'll do
- Responsible for creating client reports, fact sheets and new template designs as per the business requirements
- Manage the day-to-day BAU and make sure accuracy and timeliness in reporting and processing, as well as adherence to controls
- Process Daily/Weekly/Monthly Client Investment Reports, Factsheet and Ad-hoc queries are completed with 100% accuracy
- Follow-up with upstream team and communicate report status with client facing team or client as necessary
- Supporting and helping the associates and perform the quality check as per the procedure
What you need
- Reporting
- Excel
- Investment banking
- PowerPoint
Good to have
- InDesign
- Illustrator