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Metro location, broad skillset needs, and recognizable global firm produce moderate applicant competition.
Requires deep asset-management product knowledge, regulatory reporting, and domain-specific systems, limiting cross-industry fit.
Explicit 10–14 years, 5–7 years leadership and asset-management reporting experience enforce strict filters.
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Lead delivery and operational excellence of client reporting for institutional portfolios ensuring accuracy, timeliness, and regulatory compliance.
Define and execute strategic roadmap including automation, digital transformation, and global reporting standardization initiatives.
Manage and mentor a leadership team to foster talent development and maintain control frameworks ensuring audit readiness and risk mitigation.
10–14 years of experience in asset management or investment reporting with 5-7 years in leadership roles within client reporting.
Bachelor’s or Master’s degree in Finance, Business, or related fields; certifications like CFA, FRM, or IOC preferred.
Proficiency in advanced MS Excel; familiarity with BI tools (Power BI, Tableau, QlikView) and financial data systems (Bloomberg, FactSet, SimCorp, Eagle).
Work primarily based in Mumbai (Powai) with shift aligned to UK hours.
Experienced leader of client reporting teams with proven ability to drive transformation programs and manage regulatory reporting in asset management.
Strategic thinker capable of aligning reporting operations with global business objectives and regulatory requirements.
Strong stakeholder management skills to collaborate cross-functionally including compliance, portfolio management, client services, and technology.