Client Reporting, Associate 2
State Street CorporationMatch Score
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Job Description
Structured overview of role & requirementsAbout This Role
Create and process daily, weekly, and monthly client investment reports and factsheets with 100% accuracy.
Manage client reporting deadlines and escalate status updates to client-facing teams or clients.
Monitor and prioritize team inbox requests, perform quality checks, and hand over end-of-day procedures to team leads.
Minimum Requirements
2-3 years of experience with MS Office, specifically Excel, PowerPoint, Word, and PDF handling.
Basic or intermediate financial or asset management certification required.
Willingness to work in shifts.
Basic understanding of asset management and good communication skills.
Ideal Candidate Profile
Strong skills in formatting and creating customized templates, especially in Excel and PowerPoint, with added advantage if experienced with Adobe InDesign and Illustrator.
Ability to work under tight deadlines with strong attention to detail and fast turnaround times.
Capable of independently managing reporting tasks while supporting the team and following procedures rigorously.