Client Reporting Specialist
5 days 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.
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