Client Reporting Specialist
4 weeks ago
At 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 stakeholders.
Responsibilities:- Oversee the end-to-end process of client report production, from inputs to distribution, ensuring seamless coordination with internal teams and external vendors.
- Manage new client report requests, comparing them to our standard offering and facilitating internal agreements on how best to service.
- Manage template changes, working closely with vendors to ensure timely updates and adherence to quality standards.
- Conduct regular quality control reviews of client reports, managing any additional approvals as needed.
- Manage internal components and business logic, ensuring the latest versions of reports are available to relevant stakeholders.
- Oversight of vendor performance, maintaining a strong partnership and adherence to standards, and coordinating improvements.
- Investment-related experience, preferably with IMC/IOC or equivalent.
- BA/BSc degree or equivalent.
- At least 8 years of experience in the investment management industry, with 5+ years of relevant experience.
- Experience in a combined client, operations, and technology environment.
- Experience working with third-party vendors and their integration with internal technology.
- Strong communication, problem-solving, and decision-making skills, with the ability to effectively communicate with all levels of the organization.
- Strong interpersonal and collaboration skills.
- Strong vendor management skills.
- Vision Fi knowledge is desirable.
- Professional development growth opportunities through in-house classes and over 150 web-based training courses.
- An educational assistance program to financially help employees seeking continuing education.
- Medical, life, and personal accident insurance benefits for employees, including dependents.
- Life insurance for protection of employees' families.
- Personal accident insurance for protection of employees and their families.
- Personal loan assistance.
- Employee Stock Investment Plan (ESIP).
- 12 weeks of paternity leave.
- Onsite fitness center, recreation center, and cafeteria.
- Transport facility.
- Child day care facility for women employees.
- Cricket grounds and gymnasium.
- Library.
- Health Center with doctor availability.
- HDFC ATM on the campus.
-
Client Reporting Specialist
3 weeks ago
Hyderabad, Telangana, India OppenheimerFunds Distributor, Inc Full timeDescription: We are seeking a highly skilled Client Reporting Specialist to join our team.This role will be responsible for analyzing client requests, understanding their ESG Screening requirements, and taking prompt action to deliver accurate and timely reports.The ideal candidate will have a strong background in financial services, with experience in ESG...
-
Client Reporting Specialist
1 month ago
Hyderabad, Telangana, India OppenheimerFunds Distributor, Inc Full timeAbout 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...
-
Client Reporting Specialist
3 weeks ago
Hyderabad, Telangana, India OppenheimerFunds Distributor, Inc Full timeAbout the RoleWe are seeking a Client Reporting Specialist to join our team at OppenheimerFunds Distributor, Inc. This role 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 daily, weekly, monthly,...
-
Client Reporting Specialist
4 weeks ago
Hyderabad, Telangana, India OppenheimerFunds Distributor, Inc Full timeJob 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...
-
Client Reporting Specialist
3 weeks ago
Hyderabad, Telangana, India F3328 FTIS (India) Pvt Ltd, FT Park Hyd Branch Full timeAbout the RoleThe Client Reporting Manager will be responsible for overseeing the end-to-end production and distribution of standard client reports, ensuring timely and accurate delivery to clients. This role will also manage new requests, template changes, and quality control processes to maintain high standards of client reporting.Key...
-
Client Reporting Specialist
3 weeks ago
Hyderabad, Telangana, India OppenheimerFunds Distributor, Inc Full timeJob SummaryWe 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 ResponsibilitiesAnalyze client requests and understand their ESG screening criteria to build customized screening filters.Liaise with internal...
-
Client Reporting Specialist
4 weeks ago
Hyderabad, Telangana, India OppenheimerFunds Distributor, Inc Full timeAbout 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...
-
Client Reporting Specialist
4 weeks ago
Hyderabad, Telangana, India OppenheimerFunds Distributor, Inc Full timeAbout 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...
-
ESG Reporting Specialist
1 week ago
Hyderabad, Telangana, India OppenheimerFunds Distributor, Inc Full timeAbout the RoleIn this role, you will be responsible for providing high-quality ESG reports to our clients.Job DescriptionWe are seeking a highly motivated and detail-oriented ESG Reporting Specialist to join our team. As an ESG Reporting Specialist, you will play a critical role in ensuring that our reports are accurate, timely, and meet the highest...
-
SEC Reporting Specialist
1 month ago
Hyderabad, Telangana, India 2coms Full timeJob 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...
-
Client Reporting Manager
4 weeks ago
Hyderabad, Telangana, India F3328 FTIS (India) Pvt Ltd, FT Park Hyd Branch Full timeAbout 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...
-
Client Reporting Manager
1 month ago
Hyderabad, Telangana, India F3328 FTIS (India) Pvt Ltd, FT Park Hyd Branch Full timeAbout 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...
-
Regulatory Reporting Specialist
1 month ago
Hyderabad, Telangana, India Goldman Sachs Full timeJob 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...
-
Regulatory Reporting Specialist
1 month ago
Hyderabad, Telangana, India State Street Full timeJob 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...
-
Client Reporting Manager
3 weeks ago
Hyderabad, Telangana, India F3328 FTIS (India) Pvt Ltd, FT Park Hyd Branch Full timeAbout 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 quality control.Key ResponsibilitiesOversee the...
-
Client Reporting Analyst
3 weeks ago
Hyderabad, Telangana, India OppenheimerFunds Distributor, Inc Full timeAbout 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 timeJob 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...
-
Investment Reporting Specialist
7 days ago
Hyderabad, Telangana, India OppenheimerFunds Distributor, Inc Full timeOverviewInvest in your career with OppenheimerFunds Distributor, Inc. as an Investment Reporting Specialist in our Atlanta, GA office.About the JobWe are seeking a highly skilled and detail-oriented Investment Reporting Specialist to join our team. As an Investment Reporting Specialist, you will be responsible for preparing accurate and timely investment...
-
Regulatory Reporting Specialist
20 hours ago
Hyderabad, Telangana, India State Street Full timeJob OverviewWe are seeking a highly skilled Regulatory Reporting Specialist to join our team at State Street. As a key member of our Compliance and Reporting department, you will play a critical role in ensuring the accuracy and timeliness of regulatory reports.
-
Client Experience Specialist
7 days ago
Hyderabad, Telangana, India RC Project Consultancy (RCPC) Full timeAbout the RoleWe are seeking a highly skilled Client Experience Specialist to join our team at RC Project Consultancy (RCPC) in Kokapet, Hyderabad. This is a full-time position where you will play a pivotal role in ensuring the utmost satisfaction of our clients.As a Senior Guest Service Professional, you will be responsible for managing client relations,...
