Client Reporting

KEY RESPONSIBILITIES Managing a team size of minimum 5 Ensure accurate and timely completion of operational procedures. Understand, follow and demonstrate compliance with all Risk and Control regulations. Work Allocation and monitoring. Escalation management Active involvement in and contribution to Global Projects / Local Initiatives. Assist and ensure a...

Accountabilities/Responsibilities *Key responsibilities: Retail, Private & Institutional Reporting Support Sales channels in providing accurate and efficient fund data to clients Carrying out appropriate levels of data quality assurance / validation Coding and generating reports using Power BI Preparation for distribution of client data files under...

Analyst support for the advisor/relationship team will involve:Creating monthly portfolio reports for clients Examining monthly portfolio performance and advising clients on market trends and suggested asset allocationAdjusting portfolios in response to market changesWorking closely with the operations team daily to carry out transactions based on the action...

Vacancy NameReporting AnalystVacancy NoVN13376Location CountryNetherlandsWork LocationMumbaiWho are V?As a global leader in ship management and marine services, we add value to a vessel's operations. Operating around the clock and around the world, V. gives every client the quality and efficiency they need in every sector. Covering crew management and...

The Regulatory Reporting team has the responsibility of ensuring SSGM meets its self as well as delegating reporting obligations under EMIR, MiFID, CFTC and SFTR. The team has the responsibility to report the FX and SF transactions emanating from its various trading venues. A job in regulatory reporting at the Commodity Futures Trading Commission (CFTC)...

Job SummaryThis Financial Reporting team takes direct responsibility for the production and delivery of Financial Statements of Accounts and related accounting/portfolio information. This role involves participation in the production of both statutory and regulatory reports.**Job Responsibilities Review of primary financial statements in accordance with...

About usIndicia Worldwide is an insight and technology-led communications agency with global production expertise.Why we exist: we create new valueAt Indicia Worldwide, our philosophy is one of 'creating new value'. We create new value at every step of the journey that a brand takes to market, by driving an increase in marketing performance and reducing...

Job DescriptionWe are looking for Client Servicing Executive with Good communication and Presentable manner.They will Engage Clients for feedback and Service-related matter for our complete stack including Rupeeseed and parent companies.Experience – Max 4+ years.Location-Borivali East(Western Edge Corporate Park)Able to travel to client place if...

JD for the above mentioned role Managerial Responsibilities-• Ensuring proper follow of onboarding process, Audit Handling Connect with stakeholders for improvement of PMS/AIF Onboarding process Functional Responsibilities – Handling client documentation as per checklist to ensure smooth onboarding of AIF & PMS Getting client accounts activated by...

Summary of Position:Key Responsibilities (Job Description): Must have experience in Application support(nontechnical) along with regular customer support. Need to have ability to understand the complex Applications. Having ERP support experience is an added advantage. Interact with clients and build relationships with them while ensuring their needs are met....

JOB DETAILSWork with clients in support of new business opportunities, client service, and sales programs.Establish goals, analyze growth, and provide accurate progress reports, forecasts, and budgets.Ensure company-wide consistency in client service and sales procedures.Client Servicing Manager is responsible to support Corporate Sales Team or Business...

Accountabilities Delivering excellent service delivery to Clients by ensuring quality auditing of Candidate screenings Following internal procedures and turnaround times for auditing Candidate screening files Collaborating with wider team to ensure team workloads are actioned within 24 hours Responsibilities Auditing Candidate screening files to ensure...

We are looking for Client Servicing Executive with Good communication and Presentable manner.They will Engage Clients for feedback and Service-related matter for our complete stack including Rupeeseed and parent companies.Experience – Max 4+ years.Location-Borivali East(Western Edge Corporate Park)Able to travel to client place if required.Job...

AVP - Financial ReportingLocation: Mumbai, IndiaDate Posted: Feb 17, 2023Description ASSISTANT VICE PRESIDENTPUNE/BENGALURU/MUMBAI/HYDERABADKey duties and responsibilitiesReview of Financial statements of Hedge Fund, Private Equity, Real Estate, Mancoetc. in multiple GAAPs, mainly in IFRS, US GAAP, UK GAAP, Lux GAAP and CanadianGAAP.Develop and document and...

Reporting Relation: Will report to the Director ResponseJob Overview The Client Partner (CP) is a strategic member of the Business development team. A senior member of the team with domain expertise in the field of Healthcare, the CP would work with top clients alongside the Healthcare business development team, with the objective of driving enhanced value...

A qualified professional with experience in developing highly visual dashboards and reports optimizing multiple marketing channels. The Lead Analyst role is focused on supporting our clients with reporting capabilities and will be driving the overall engagement in developing dashboards and reports on strategic clients and helping measure their overall...

Roles & Responsibilities :Client Understanding:Understand brand objectives and develop strategic plans.Collaboration:Build strong partnerships with clients, agencies, and internal teams.Relationship Management:Maintain long-lasting client relationships.Feedback & Insights:Provide feedback to internal teams to improve services and client satisfaction.Data...

Description The ICG client analytics role is focused on generating insightful and actionable analytics to enable our global Fixed Income sales teams and sales leadership to drive profitability and revenues. The role includes conceptualizing and delivering analytical frameworks, generating useful Management Information reports and conducting data driven...

Responsibilities:- Understand the regulatory requirements working with Legal / Compliance / Industry (ISDA/FI industry groups/MIFID etc) & internal stakeholders:- Current regulations supported SFTR, MIFID, REGW, FSMA, MMSR, IA & Turnover Reporting:- Establish the end to end control processes & new regulatory demands:- Review & improve the end to end control...

We help the world run betterEXPECTATIONS AND TASKSBusiness Objects Administration Primary Skill: Report Development Webi, Design Studio and Lumira, SAC ( SAP Analytics Cloud) Project Management skills leading Analytics Projects BOBJ Administration (User Security, Promotion, backup, Authentication Maintenance) Proficient in Webi, Design Studio and Lumira...