Client Reporting Specialist
3 days ago
Job Summary
We are seeking a skilled Client Reporting Admin to join our team. As a key member of our reporting function, you will play a critical role in ensuring the timely and accurate delivery of client reports.
Key Responsibilities
- Analyze client requests and understand their ESG screening criteria to build customized screening filters.
- Liaise with internal teams to provide accurate information to clients.
- Prepare and review reports based on defined frequencies by sourcing information from various applications and teams.
- Handle client queries and assist the team lead in process escalations.
- Work under direct supervision and transition work from local offices.
- Adhere to policies and procedures while producing reports and maintain the highest standards of accuracy.
- Provide training and guidance to new team members and assist the lead in executing development plans.
- Prepare and maintain accurate process documentation covering process risks.
- Analyze current process flows, identify areas for improvement, and propose ideas to reduce time and costs.
- Effectively communicate business requirements with multiple teams.
- Support the maintenance and improvement of reporting processes, including opportunities to build efficiency and control measures.
Requirements
- 0-1 years of experience in the financial services industry, with exposure to investment operations.
- Knowledge of financial industry fundamentals, asset classes, and investment life cycles.
- Experience working with ESG research providers or hands-on experience with ESG research platforms.
- Product and industry knowledge of ESG concepts, responsible investment, and SFDR regulations.
- Excellent interpersonal skills, attention to detail, and flexibility.
About Invesco
Invesco is a global investment manager that provides a range of investment solutions for retail and institutional clients. Our culture is built on a foundation of integrity, respect, and collaboration, and we are committed to creating a workplace where everyone feels valued and supported.
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