Manager, Client Reporting

5 - 7 years

7 - 9 Lacs

Posted:4 days ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

As one of the world s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world.
If youre looking for challenging work, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day!
Job Description
Please use the template below to create a Job Posting for your Requisition. Review the Career Track / Level Criteria at the bottom of this template and ensure the job posting matches accordingly.
Your Role
  • Assist the Dept. Manager in accomplishing Department Goals by accepting Ownership of the existing/ new Projects.
  • The candidate will focus on developing, managing and executing operational processes and tasks in support of Client Reporting for Invesco s Institutional/ Retail Clients by being responsible for the administration of defined portfolios.
  • The individual will have tactical responsibilities for various client reporting projects and need to facilitate and build working relationships with internal distribution teams.

You Will Be Responsible For:
  • Oversee the Client reporting function in HYD, vis- -vis preparation of Daily, Weekly, and Monthly & Quarterly Client Reports by coordinating the information from various applications/ teams and further ensure accurate Client Reports are distributed within prescribed deadlines.
  • Build and maintain excellent relationship with stakeholders from Marketing, Investment and Investment Services functions
  • Determine, Report and seek approval for staffing requirements in a timely manner.
  • Participate and contribute in Dept. level meetings.
  • Steer the efforts of the teams (across department as assigned) in achieving the intended / deliberated objectives and initiatives of the department
  • Maintains 100% accuracy and Turn around times as determined across all the teams within Client Reporting or as assigned within the department
  • Provide management view into process changes/automations resulting in increased measurable results along with key metrics which impact the operations.
  • Identify and strive towards mitigating the risks in the current & potential future projects.
  • Identify successors at various levels in the team, provide direction and commit to their development and ensure the teams are engaged and motivated all the times.
  • Strives to create & maintain an environment which enables team members to give recommendations on any process/ non-process practices.
  • Foster a culture of questioning and enable the team members to challenge the status quo and come up with innovative ideas.
  • Ensure that the BIA documents are updated regularly and well prepared for any BCP event
  • Direct the Team Leads in conducting annual performance and development reviews.
  • Ensure that all the queries are duly attended and Manager is kept informed of significant issues.

The Experience You Bring:
  • 12+ years experience in financial services domain, preferably in Asset Management/ Investment Banking industry, with 5-7 years experience in leading Client Reporting teams
  • PMP Certification and project management experience would be an added advantage
  • Understanding of various client communications and structure is preferred
  • Understanding of Performance Calculations, with exposure to Investment Accounting.

Why Invesco
What s in it for you?
Our benefit policy includes but not limited to:
  • Competitive Compensation
  • Flexible, Hybrid Work
  • 30 days Annual Leave + Public Holidays
  • Life Insurance
  • Retirement Planning
  • Group Personal Accident Insurance
  • Medical Insurance for Employee and Family
  • Annual Health Check-up
  • 26 weeks Maternity Leave
  • Paternal Leave
  • Adoption Leave
  • Near site Childcare Facility
  • Employee Assistance Program
  • Study Support
  • Employee Stock Purchase Plan
  • ESG Commitments and Goals
  • Business Resource Groups
  • Career Development Programs
  • Mentoring Programs
  • Invesco Cares
  • Dress for your Day

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