Assistant Vice President – Client Reporting
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Job Description
Structured overview of role & requirementsAbout This Role
Lead the end-to-end delivery of client reporting for institutional portfolios, ensuring accuracy, timeliness, SLA adherence, and regulatory compliance.
Drive strategic evolution and transformation of client reporting via automation, digital solutions, and alignment with global business and regulatory requirements.
Manage and mentor a leadership team, oversee control frameworks, facilitate stakeholder partnerships, and use analytics to enhance reporting insights and service quality.
Minimum Requirements
10–14 years of experience in asset management or investment reporting, including 5–7 years in leadership roles within client reporting.
Bachelor’s or Master’s degree in Finance, Business, or related fields.
Proficiency with reporting tools and platforms (e.g., MS Excel advanced functions, Power BI, Tableau); familiarity with financial data systems (Bloomberg, FactSet, etc.); experience in automation tools or scripting (VBA, Python, Alteryx) preferred.
Work Experience Required: Minimum 10 years with leadership experience; Certifications like CFA, FRM, or IOC preferred but not mandatory. Notice period: Not explicitly mentioned in the JD.
Ideal Candidate Profile
Senior reporting leader with proven experience leading teams in client reporting and managing transformation programs within asset management or investment domains.
Strategic thinker capable of aligning reporting capabilities with evolving regulatory demands and global business objectives.
Experienced in stakeholder management across functions and geographies, with strong skills in analytics-driven decision making and automation/technology adoption in reporting processes.
