Manager, Client Reporting (Investment Operations)

Main Location
Atlanta, GA, United States
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Job Purpose (Job Summary):

Hyderabad Client Reporting team, in coordination with ex-India colleagues, support global distribution teams by providing timely and high quality client reports for Institutional/ Retail Clients; the candidate will focus on developing, managing and executing operational processes and tasks in support of Client Reporting.


Key Responsibilities / Duties:

      Coordinate and ensure completion of daily/weekly/monthly/quarterly client reports, and client service requests in conjunction with Investment Centers, Performance teams, Sales & Service, Marketing, Accounting, and other departments where necessary, accurately and within the required deadlines

      Coordinate and lead the effort on production of factsheets, published across different investment centers/ regions.

      Lead/ assist the Communications Platform’s project managers in testing and validating various data components for existing and new projects on the platform

      Provide first tier support in addressing business partners’ questions, or executing ad hoc requests for clients

      Oversee the production of regular reporting, client meeting materials and client static data to ensure accuracy and relevance to the clients

      Provide management view into process changes/automations resulting in increased measurable results along with key metrics which impact the operations.

      Build and maintain excellent relationship with stakeholders from Marketing, Investment and Investment Services functions.

      Review the processes regularly and ensure various documents related to process, including BIA-for BCP event, are updated regularly.

      Identify and strive towards mitigating the risks in the current & potential future projects.

      Determine, report and seek approval for staffing requirements in a timely manner.

      Identify successors at various levels in the team, provide direction and commit to their development and ensure the teams are engaged and motivated all the times.

      Direct the Team Leads in conducting annual performance and development reviews.

      Ensure that all the queries are duly attended and Manager is kept informed of significant issues.

      Strives to create & maintain an environment which enables team members to give recommendations on any process/ non-process practices.

      Foster a culture of questioning and enable the team members to challenge the status quo and come up with innovative ideas.

      Take wider responsibilities from Dept./ Center level, as assigned and participate & contribute as appropriate.

      Steer the efforts of the teams (across department as assigned) in achieving the intended / deliberated objectives and initiatives of the department.



Formal Education

MBA or any professional qualification with Finance or Marketing as the major

Work Experience / Knowledge: 

      10+ years experience in financial services domain, preferably in Asset Management/ Investment Banking industry, with 5-7 years’ experience in people management

      PMP Certification and project management experience would be an added advantage

      Understanding of various client communications and structure is preferred

              Understanding of Performance Calculations, with exposure to Investment Accounting


Skills / Other Personal Attributes Required:

              Builds and develops strong teams

              Passion for self and others development

              Decision making

              Foster teamwork & feedback culture

              Excellent interpersonal skills and high emotional quotient

              Ability to work under pressure

      Good Project management skills

      Ability to professionally interact with all levels of the organization

      Excellent presentation, communication and writing skills.

      Demonstrated ability to analyze and solve problems or business situations

      Demonstrated ability to turn challenges / roadblocks into opportunities

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Manager, Client Reporting (Investment Operations)
Invesco, Ltd.