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Senior, niche client-reporting role at a Tier-1 asset manager reduces applicant density.
Role requires deep institutional reporting and operations expertise, making cross-industry transfer difficult.
Explicit 10+ years, leadership and domain-specific reporting controls increase shortlisting rigor.
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Lead the Core Client Reporting team in Pune, overseeing daily, monthly, quarterly, and ad hoc institutional client reporting deliverables with quality controls and issue resolution.
Drive strategic direction for reporting production, workflow management, exception handling, and control routines to ensure client satisfaction, operational resiliency, and scalable delivery.
Partner with global stakeholders to manage escalations, implement process improvements, automation, and data quality initiatives, and influence reporting strategy and platform evolution.
Bachelor's degree or equivalent in business, finance, accounting, economics, or related discipline preferred.
10+ years of relevant experience in investment operations, institutional client reporting, performance or portfolio reporting, or related financial services function.
Demonstrated people management experience leading multiple workstreams or teams in a global operating model.
Work Experience Required: Approximately 10+ years relevant experience
Experienced leader with deep knowledge of institutional client reporting lifecycles, operational risk, controls, and service-level management in investment management.
Proven ability to lead process improvement, automation, and operating model redesign initiatives that improve reporting quality and reduce operational friction.
Strong stakeholder management skills across regions and seniority, with capability to influence reporting strategy and partner effectively with technology, data, compliance, and risk teams.