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Global brand, metro location, and a mid-level generalist reporting role increase candidate competition.
High – requires asset management, fund reporting, and industry-specific reporting methodologies limiting cross-industry transferability.
Medium – explicit 4–6 years requirement, domain-specific fund reporting expertise, and process control expectations.
Review and validate client reporting deliverables for accuracy, completeness, compliance with timelines, and quality standards.
Coordinate with multiple internal teams to manage and resolve reporting issues through root cause analysis and exception management.
Maintain process documentation and support testing for system upgrades, regulatory changes, and product launches; identify and implement process improvements and control enhancements.
4 to 6 years of experience in financial services, investment operations, client reporting, or a related reporting control environment.
MBA or any professional qualification with Finance as major.
Strong knowledge of client reporting, fund reporting, investment products, and asset management operations.
Full-time role with hybrid work model requiring presence in office at least three days a week.
Experienced in reviewing client reports, factsheets, and marketing collateral with strong analytical and problem-solving skills.
Ability to manage operational risks, conduct root cause analysis, and apply effective controls independently.
Comfortable working across global teams with strong stakeholder management and collaboration skills in a dynamic environment.