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Tier-1 brand, Mumbai location, and broad client reporting skillset drive high applicant competition.
Deep asset-management reporting, regulatory and product knowledge required, limiting cross-industry transferability.
Explicit 10–14 years, 5–7 years leadership, and asset-management reporting requirements make filters stringent.
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Lead strategic evolution and end-to-end delivery of client reporting across institutional portfolios, ensuring accuracy, timeliness, compliance, and client satisfaction.
Drive automation, continuous improvement, and maintain a strong control framework to reduce operational risk and support scalability.
Manage and mentor a leadership team; collaborate with global, cross-functional stakeholders to align reporting capabilities with business objectives and regulatory changes.
10-14 years progressive experience in asset management or investment reporting with 5-7 years in leadership roles in client reporting.
Bachelor’s or Master’s degree in Finance, Business, or related field; certifications like CFA, FRM, or IOC preferred.
Proficiency in MS Excel and familiarity with BI tools (Power BI, Tableau, QlikView); experience with financial data systems (Bloomberg, FactSet, SimCorp, etc.) and automation tools (VBA, Python, Alteryx).
Work Experience Required: 10-14 years; Notice Period: Not explicitly mentioned in the JD.
Experienced leader capable of managing high-performing teams in client reporting within asset management or investment domains.
Strategic thinker with proven ability to drive digital transformation, automation, and continuous process improvements aligned to business and regulatory needs.
Strong stakeholder engagement skills across geographies and functions, with expertise in risk management, audit readiness, and delivering client-focused reporting solutions.