Client Reporting, Assc2
4 days ago
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
- Process Daily/Weekly/Monthly Client Investment Reports, Factsheet and Ad-hoc queries are completed with 100% accuracy
- Meeting the business deadline of all Client Investment Reports, Factsheet as per defined timeline
- 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 TL/AM /Manager according to the task
- Graduate / MBA from any approved institution.
- Minimum -1-2 yrs. of experience in MS Office (Excel, PowerPoint, Word, PDF)
- Willingness to work in shifts
- Basic or intermediate Financial or Asset Management Certification
- Good communication and interpersonal skill
- Proficiency in formatting and templating skill in Adobe Packages in particular (InDesign and Illustrator) is an added advantage
- 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, and MS Office (Word, Excel, PowerPoint) skills
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