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Job Description
Structured overview of role & requirementsAbout This Role
Manage a team delivering accurate, timely, and client-centric investment reports with strong emphasis on client reporting strategy execution.
Drive automation, analytics, process redesign, and innovation to improve reporting tools, templates, data quality, and operational efficiency.
Serve as senior escalation point for complex reporting issues and collaborate with global stakeholders, ensuring compliance and strategic alignment.
Minimum Requirements
Proven expertise in automation, process improvement, MIS/dashboard creation, and high proficiency in Excel, Power BI, SQL, and workflow automation tools.
Deep understanding of investment products, portfolio structures, and reporting workflows relevant to client reporting.
Work Experience Required: Not explicitly mentioned in the JD.
Location: Mumbai; Shift: UK hours.
Ideal Candidate Profile
Experienced in leading and developing high-performing reporting teams with a focus on capability building and diversity.
Strategic thinker able to align operational reporting goals with broader business priorities and manage stakeholder relationships at multiple levels.
Comfortable working in a dynamic, fast-paced environment requiring adaptability, risk management, and clear articulation of complex concepts.
