Client Reporting Specialist

3 days ago


Hyderabad, Telangana, India OppenheimerFunds Distributor, Inc Full time

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.



  • Hyderabad, Telangana, India OppenheimerFunds Distributor, Inc Full time

    About the RoleWe are seeking a highly skilled Client Reporting Specialist to join our team at OppenheimerFunds Distributor, Inc. As a Client Reporting Specialist, you will be responsible for maintaining the highest standards of client reporting for our institutional and retail clients.Key ResponsibilitiesCoordinate data from various applications and teams to...


  • Hyderabad, Telangana, India OppenheimerFunds Distributor, Inc Full time

    Job Summary We are seeking a highly skilled Client Reporting Specialist to join our team. The successful candidate will be responsible for analyzing client requests, understanding their ESG screening requirements, and providing accurate information to clients. The ideal candidate will have excellent communication skills, attention to detail, and the ability...


  • Hyderabad, Telangana, India OppenheimerFunds Distributor, Inc Full time

    Job SummaryWe are seeking a highly skilled Client Reporting Specialist to join our team. In this role, you will be responsible for analyzing client requests, understanding their ESG screening requirements, and providing accurate information to clients.Key ResponsibilitiesAnalyze client requests and understand their ESG screening requirements.Build screening...


  • Hyderabad, Telangana, India F3328 FTIS (India) Pvt Ltd, FT Park Hyd Branch Full time

    Client Reporting Manager RoleAt F3328 FTIS (India) Pvt Ltd, FT Park Hyd Branch, we're committed to delivering exceptional investment management services to our clients. As a Client Reporting Manager, you'll play a vital role in ensuring the timely and accurate production of client reports, while maintaining strong relationships with our clients and...


  • Hyderabad, Telangana, India OppenheimerFunds Distributor, Inc Full time

    About the RoleWe are seeking a highly skilled Client Reporting Analyst to join our team at Invesco. As a key member of our Client Reporting team, you will be responsible for maintaining the highest standards of client reporting for our institutional and retail clients.Key ResponsibilitiesCoordinate data from various applications and teams to prepare accurate...


  • Hyderabad, Telangana, India OppenheimerFunds Distributor, Inc Full time

    Job SummaryWe are seeking a highly skilled Client Reporting Admin to join our team. As a Client Reporting Admin, you will be responsible for analyzing client requests, understanding their ESG Screening requirements, and providing accurate information to clients.Key ResponsibilitiesAnalyze client requests and understand their ESG Screening requirements.Build...


  • Hyderabad, Telangana, India OppenheimerFunds Distributor, Inc Full time

    About the RoleWe are seeking a highly skilled Client Reporting Analyst to join our team at OppenheimerFunds Distributor, Inc. As a Client Reporting Analyst, you will play a critical role in maintaining the highest standards of client reporting for our institutional and retail clients.Key ResponsibilitiesCoordinate data from various applications and teams to...


  • Hyderabad, Telangana, India OppenheimerFunds Distributor, Inc Full time

    About the RoleWe are seeking a skilled Client Reporting Analyst to join our team at OppenheimerFunds Distributor, Inc. As a Client Reporting Analyst, you will be responsible for maintaining the highest standards of client reporting for our institutional and retail clients.Your Key ResponsibilitiesCoordinate data from various applications and teams to prepare...


  • Hyderabad, Telangana, India OppenheimerFunds Distributor, Inc Full time

    About the RoleThis is an exciting opportunity to join our Client Services team as a Reporting Administrator, where you will be responsible for preparing and reviewing reports based on defined frequency by sourcing information from various applications and teams.Key ResponsibilitiesAnalyze client requests and understand the criteria specified to build...


  • Hyderabad, Telangana, India 2coms Full time

    Job Title: SEC Reporting SpecialistJob Summary:Cognizant is seeking a skilled SEC Reporting Specialist to support the financial reporting team. This individual will be responsible for preparing and reviewing financial statements, management reports, and other regulatory filings. The ideal candidate will have experience with US GAAP and XBRL reporting, as...


  • Hyderabad, Telangana, India F3328 FTIS (India) Pvt Ltd, FT Park Hyd Branch Full time

    Job Title: Supervisor - Institutional Client ReportingAt F3328 FTIS (India) Pvt Ltd, FT Park Hyd Branch, we're driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make...


  • Hyderabad, Telangana, India Zelis Full time

    Job SummaryWe are seeking a highly skilled Client Support Specialist to join our team at Zelis. As a key member of our support team, you will be responsible for providing exceptional support to our clients, ensuring their technical issues are resolved efficiently and effectively.Key ResponsibilitiesCollaborate with cross-functional teams to identify and...


  • Hyderabad, Telangana, India F3328 FTIS (India) Pvt Ltd, FT Park Hyd Branch Full time

    Job Title: Client Reporting ManagerF3328 FTIS (India) Pvt Ltd, FT Park Hyd Branch is seeking a highly skilled Client Reporting Manager to join our team. As a Client Reporting Manager, you will be responsible for overseeing the end-to-end production and distribution of standard client reports, managing new requests, and ensuring the quality of client...


  • Hyderabad, Telangana, India Goldman Sachs Full time

    Job SummaryWe are seeking a highly skilled Regulatory Reporting Specialist to join our team in Regulatory & Control Operations. The successful candidate will be responsible for developing expert knowledge in regulatory requirements, processes, and systems across global jurisdictions.Key ResponsibilitiesPerform reconciliation, back-reporting, and exception...


  • Hyderabad, Telangana, India State Street Full time

    Job SummaryThe Regulatory Reporting team at State Street is responsible for ensuring compliance with regulatory requirements related to derivatives and other financial products. As a Regulatory Reporting Specialist, you will play a critical role in collecting, analyzing, and reporting trading data in a timely and accurate manner.Key ResponsibilitiesCollect...


  • Hyderabad, Telangana, India F3328 FTIS (India) Pvt Ltd, FT Park Hyd Branch Full time

    About the RoleF3328 FTIS (India) Pvt Ltd, FT Park Hyd Branch is seeking a highly skilled Client Reporting Manager to join our team. As a Client Reporting Manager, you will be responsible for overseeing the end-to-end production and distribution of standard client reports, managing new requests, and ensuring the quality of client reports.Key...


  • Hyderabad, Telangana, India F3328 FTIS (India) Pvt Ltd, FT Park Hyd Branch Full time

    About the RoleF3328 FTIS (India) Pvt Ltd, FT Park Hyd Branch is seeking a skilled Client Reporting Manager to join our team. As a Client Reporting Manager, you will be responsible for overseeing the end-to-end production and distribution of standard client reports, managing new requests, and ensuring the quality of client reports.Key ResponsibilitiesOversee...


  • Hyderabad, Telangana, India OppenheimerFunds Distributor, Inc Full time

    About the RoleThis position is responsible for maintaining the highest standards of client reporting for Invesco's institutional and retail clients.Key ResponsibilitiesCoordinate data from various applications and teams to prepare accurate daily, weekly, monthly, and quarterly reports for clients.Assist in addressing client queries promptly and...


  • Hyderabad, Telangana, India F3328 FTIS (India) Pvt Ltd, FT Park Hyd Branch Full time

    Job Title: Supervisor - Institutional Client ReportingF3328 FTIS (India) Pvt Ltd, FT Park Hyd Branch is seeking a highly skilled Supervisor - Institutional Client Reporting to join our team. As a key member of our Institutional Client Reporting team, you will be responsible for ensuring the timely and accurate production of client reports, as well as...


  • Hyderabad, Telangana, India Softpath Technologies LLC Full time

    Workday Reporting Job DescriptionJob Summary: We are seeking a highly skilled Workday Reporting Specialist to join our team at Softpath Technologies LLC. The ideal candidate will have experience in Workday Reports, Calculated Fields, and dashboards, as well as functional knowledge in HCM modules such as Core HR, Recruitment, Absence/Time, and Payroll.Key...