Client Reporting- Associate 2- State Street Global
6 months ago
This figure is presented as of September 30, 2018 and includes approximately $28 billion of assets with respect to SPDR products for which State Street Global Advisors Funds Distributors, LLC (SSGA FD) acts solely as the marketing agent. SSGA FD and State Street Global Advisors are affiliated.
- About Business Line
- SSGA is a global leader in asset management relied on by sophisticated institutions worldwide for their investment needs.
- About Process
- Working in-line with SSGA’s brand specifications and are responsible for creating client reports, factsheets and new template designs as per the business requirements.
Key Responsibilities & Experience Range
- Process Daily/Weekly/Monthly Client Investment Reports, Factsheet and Ad-hoc queries are completed with 100% accuracy
- Process Daily/Weekly/Monthly Client Investment Reports, Factsheet and Ad-hoc queries are completed with 100% accuracy
- Follow-up with upstream team and communicate report status with client facing team or client as necessary
- Supporting and helping the associates and perform the quality check as per the procedure
- Monitor and observe the Team Group Inbox and prioritize the requests as per the client deadline
- Ability work under tight deadlines and capable of creating customized templates both in Excel and Powerpoint
- Ensure to check and handover the EOD procedure to TLs according to the task
- Minimum 1-3 Years of experience in MS Office (Excel, PowerPoint, Word, PDF)
- Willingness to work in shifts
- Prior experience in Investment Banking will be given priority
- Qualification & Certifications
- Basic or intermediate Financial or Asset Management Certification
- Primary Skills (Must Have)
- Good communication and interpersonal skill
- Good understanding of Asset Management and Custodial services
- Good understanding of Financial instruments
- Secondary Skills (Good to Have)
- Proficiency in formatting and templating skill in Adobe Packages in particular (InDesign and Illustrator) is an added advantage
- USP of the Role
- Demonstrate ability to meet tight deadlines and possess fast TAT
- Strong attention in to detail and a focus on quality of the service
- Ability to work independently as well as part of a team
- Strong PC shortcut skills, specifically in MS Office (Word, Excel, PowerPoint) Adobe Packages in particular (InDesign and Illustrator) would be good to have.
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