Client Reporting- Team Lead
State Street Corporation (company site, opens in a new tab)6–7 yrsBengaluruOn-siteDirect career pageEst. 12–20 LPA
Posted 14h ago
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Job description
Structured overview of role & requirements
About This Role
- Own daily BAU delivery of EMEA client investment reports, factsheets and ad-hoc requests, ensuring accuracy, deadlines and control adherence.
- Coordinate reporting issue resolution with upstream and client-facing teams; prioritize team inbox requests, maintain issue logs and escalate when needed.
- Support associates through quality checks and drive process improvement, automation and operational efficiency using digital tools.
Minimum Requirements
- Work Experience Required: 6–7 years in investment management, investment operations or client reporting.
- Bachelor’s degree required; MBA is preferred.
- Advanced proficiency in Excel, PowerPoint, Word, Teams and SharePoint; experience using Microsoft Copilot, AI and digital automation is listed as a must-have.
- Work location: Bengaluru. Shift: 12:00 PM–9:00 PM IST.
Ideal Candidate Profile
- Has hands-on investment operations or client reporting experience, ideally delivering recurring institutional client reports and factsheets to tight deadlines.
- Can manage controlled, deadline-driven BAU while coordinating issue resolution across upstream and client-facing teams and supporting team quality checks.
- Can apply Copilot, AI or digital automation to improve reporting workflows; Adobe InDesign and Illustrator experience is an added advantage.