Client Reporting Admin

5 months ago

Hyderabad, India OppenheimerFunds Distributor, Inc Full time

Description

Key Responsibilities / Duties :

Analyze client requests, understand the criteria specified, build screening filters, and take prompt action based on the client’s ESG Screening requirements. Liaise with internal teams like client services and/ or Global ESG teams to provide accurate information to the client. Responsible for preparing & reviewing reports based on defined frequency (daily, weekly, monthly, quarterly etc.) by sourcing the reporting information from various applications and/ or teams to distribute accurate client reports within prescribed deadlines. Able to handle all client queries and assist team lead in process escalations To be able to work under direct supervision and transition of work from local offices Strictly adhere to policies & procedures while producing reports and due diligence in completing with highest standards and accuracy Provides training/ guidance to new members in the team and assist the Lead in executing the Development Plans of the new members; may perform some tasks of the Lead, when required Prepare and maintain accurate & complete process documentation covering process risks Analyze the current process flow, requirements and areas of improvement, propose ideas that results in time or cost savings, be a change champion Effectively articulate business requirements in concise and efficient manner with multiple teams. Use the "why" techniques to identify the root cause and control measures Support all aspects of maintenance and improvement of the Reporting processes, including opportunities to build efficiency and enhanced control measures  Ensure Team Lead/ Manager is made aware of any item which is deemed to be aware of

Formal Education : 

MBA Or any professional qualification with finance as the major

Work Experience / Knowledge:

0-1 yrs. of previous experience in financial services industry, with exposure to investment operations knowledge of financial industry fundamentals and asset classes, mutual fund framework, investment life cycle and market participants. knowledge of a generic trade life cycle, complex and derived products of the industry Experience of working with ESG research providers or having hands-on experience on ESG research platforms (specifically Sustainalytics) will be an advantage. Product and industry knowledge of ESG concepts, responsible investment and SFDR regulations.

Skills / Other Personal Attributes Required:

Effective Team Player Excellent interpersonal skills Attention for detail, extremely accurate and well organized Flexibility, adaptability and coordination/ Collaboration Basic knowledge of MS Suite, proficiency MS Excel Problem solving and decision making Work towards developing new and identified working relationships Able to work independently and drive initiatives individually whenever required

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

No

Workplace Model


At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least three days a week, with two days working outside an Invesco office. 

Why Invesco

In Invesco, we act with integrity and do meaningful work to create impact for our stakeholders. We believe our culture is stronger when we all feel we belong, and we respect each other’s identities, lives, health, and well-being. We come together to create better solutions for our clients, our business and each other by building on different voices and perspectives. We nurture and encourage each other to ensure our meaningful growth, both personally and professionally. 

We believe in diverse, inclusive, and supportive workplace where everyone feels equally valued, and this starts at the top with our senior leaders having diversity and inclusion goals. Our global focus on diversity and inclusion has grown exponentially and we encourage connection and community through our many employee-led Business Resource Groups (BRGs).

What’s in it for you? 

As an organization we support personal needs, diverse backgrounds and provide internal networks, as well as opportunities to get involved in the community and in the world. 

Our benefit policy includes but not limited to: 

Competitive Compensation  Flexible, Hybrid Work  30 days’ Annual Leave + Public Holidays  Life Insurance  Retirement Planning  Group Personal Accident Insurance  Medical Insurance for Employee and Family  Annual Health Check-up  26 weeks Maternity Leave  Paternal Leave  Adoption Leave  Near site Childcare Facility  Employee Assistance Program  Study Support  Employee Stock Purchase Plan  ESG Commitments and Goals  Business Resource Groups  Career Development Programs  Mentoring Programs  Invesco Cares  Dress for your Day 

In Invesco, we offer development opportunities that help you thrive as a lifelong learner in a constantly evolving business environment and ensure your constant growth. Our AI enabled learning platform delivers curated content based on your role and interest. We ensure our manager and leaders also have many opportunities to advance their skills and competencies that becomes pivotal in their continuous pursuit of performance excellence. 

To know more about us 

About Invesco:

About our Culture:

About our D&I policy:

About our CR program:

Apply for the role @ Invesco Careers :

  • Client Reporting Admin

    6 months ago

    Hyderabad, Telangana, India Invesco Full time

    As one of the world’s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work,...

  • Client Reporting Admin

    6 months ago

    Hyderabad, Telangana, India Invesco Full time

    As one of the world’s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work,...

  • Full Stack Developer Position at Admin Looks

    3 weeks ago

    Hyderabad, Telangana, India Admin Looks Full time

    We are seeking a skilled Full Stack Developer to join our dynamic team at Admin Looks in Hyderabad, India. This is a hybrid role that involves working from the office two times a week and remotely for the rest of the time. The ideal candidate should be self-motivated, a multi-tasker, and have experience in developing scalable software.The location for this...

  • Client Reporting Administrator

    6 months ago

    Hyderabad, Telangana, India Invesco Full time

    As one of the world’s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work,...

  • Safety Reporting Admin

    6 months ago

    Hyderabad District, Telangana, India Thermo Fisher Scientific Full time

    At Thermo Fisher Scientific, you’ll discover meaningful work that makes a positive impact on a global scale. Join our colleagues in bringing our Mission to life - enabling our customers to make the world healthier, cleaner and safer. We provide our teams with the resources needed to achieve individual career goals while taking science a step beyond through...

  • Blueprism Admin

    6 months ago

    Hyderabad, India VARITE INDIA PRIVATE LIMITED Full time

    Position Title : BluePrism Admin Experience : 3 year relevant in BluePrism Admin & 5 years overall Location : Hyderabad (Temporary Remote) Shift Timing : 01:00 to 11:00 PM IST - Automation solution & development experience on BluePrism is required - Knowledge of RPA tools like BluePrism Administration is essential - Strong technical background with...

  • Tele Sales Team Lead

    3 weeks ago

    Hyderabad, Telangana, India Admin Looks Full time

    Admin Looks Hiring for Senior Sales Team Leader in HyderabadWe are seeking a seasoned Sales Team Leader to join our Admin Looks team in Hyderabad. The successful candidate will have a strong background in EdTech or Insurance sales, with at least 2 years of experience in a similar role.The ideal candidate will be responsible for managing a team of sales...

  • Advanced Web Application Developer with .NET Core and Angular Expertise

    3 weeks ago

    Hyderabad, Telangana, India Admin Looks Full time

    Job Description:We are seeking a skilled Full Stack Developer to join our team at Admin Looks. As a key member of our technology team, you will be responsible for designing, developing, and maintaining scalable web applications using modern technologies and design patterns.The ideal candidate will have a strong background in .NET Core, Angular, and SQL, with...

  • Supervisor - Institutional Client Reporting

    6 months ago

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

    At Franklin Templeton, 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 progress toward their goals. Our talented teams working around the globe bring...

  • Admin Executive

    6 months ago

    Hyderabad, Telangana, India Nipoon Services Full time

    We are looking for **Admin Executive **with 2-3 years' Experience in Office Admin activities. **Pleasing personality with Good Communication and Computer knowledge is desirable..** **Work Location**:Moulali, Hyderabad. **Experience**: 2-3 years in Admin activities. **Salary**:₹18,000.00 - ₹20,000.00 per month plus PF, ESI **Job Type**:...

  • Client Reporting Manager

    6 months ago

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

    At Franklin Templeton, 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 progress toward their goals. Our talented teams working around the globe bring...

  • Client Reporting Specialist

    2 days ago

    Hyderabad, India Quess Corp Limited Full time

    Your RoleTo maintain the highest standards of Client Reporting for Our Clients by being responsible for the administration of a defined portfolio You Will Be Responsible For:Coordinate data from various applications and teams to prepare accurate Daily, Weekly, Monthly, and Quarterly Reports for clients within specified deadlines.Assist in addressing client...

  • Client Reporting Specialist

    3 days ago

    Hyderabad, India Quess Corp Limited Full time

    Your Role To maintain the highest standards of Client Reporting for Our Clients by being responsible for the administration of a defined portfolio You Will Be Responsible For : Coordinate data from various applications and teams to prepare accurate Daily , Weekly, Monthly, and Quarterly Reports for clients within specified deadlines. Assist in addressing...

  • Cognos admin

    3 weeks ago

    Hyderabad, India CloudBitz Technologies Private Ltd. Full time

    Company Descriptionwe suggest you enter details hereRole DescriptionThis is a full-time contract role for a Cognos Admin. The Cognos Admin will be responsible for managing, configuring, and supporting Cognos Analytics environments. Some remote work is acceptable.Qualification8+ years of industry experience as Cognos Admin.Very strong hands-on experience as...

  • Cognos Admin

    3 weeks ago

    Hyderabad, India CloudBitz Technologies Private Ltd. Full time

    Company Descriptionwe suggest you enter details hereRole DescriptionThis is a full-time contract role for a Cognos Admin. The Cognos Admin will be responsible for managing, configuring, and supporting Cognos Analytics environments. Some remote work is acceptable.Qualification8+ years of industry experience as Cognos Admin .Very strong hands-on experience as...

  • Cognos Admin

    3 weeks ago

    Hyderabad, India CloudBitz Technologies Private Ltd. Full time

    Company Description we suggest you enter details here Role Description This is a full-time contract role for a Cognos Admin. The Cognos Admin will be responsible for managing, configuring, and supporting Cognos Analytics environments. Some remote work is acceptable. Qualification 8+ years of industry experience as Cognos Admin . Very strong...

  • Cognos Admin

    3 weeks ago

    Hyderabad, India CloudBitz Technologies Private Ltd. Full time

    Company Description we suggest you enter details here Role Description This is a full-time contract role for a Cognos Admin. The Cognos Admin will be responsible for managing, configuring, and supporting Cognos Analytics environments. Some remote work is acceptable. Qualification8+ years of industry experience as Cognos Admin .Very strong hands-on experience...

  • Cognos Admin

    3 weeks ago

    Hyderabad, India CloudBitz Technologies Private Ltd. Full time

    Company Description we suggest you enter details here Role Description This is a full-time contract role for a Cognos Admin. The Cognos Admin will be responsible for managing, configuring, and supporting Cognos Analytics environments. Some remote work is acceptable. Qualification8+ years of industry experience as Cognos Admin .Very strong hands-on experience...

  • Cognos Admin

    3 weeks ago

    Hyderabad, India CloudBitz Technologies Private Ltd. Full time

    Company Description we suggest you enter details hereRole Description This is a full-time contract role for a Cognos Admin. The Cognos Admin will be responsible for managing, configuring, and supporting Cognos Analytics environments. Some remote work is acceptable.Qualification8+ years of industry experience as Cognos Admin . Very strong hands-on experience...

  • Aws Admin

    1 month ago

    Hyderabad, Telangana, India Tata Consultancy Services Full time

    Inviting Applications for AWS Admin Job Title: AWS Admin Experience Required: 4 to 10 Years Location: Hyderabad - Managing Cloud environment, Amazon Web Services, GCP in an Agile environment such as DEV, TEST, STAGE & PRODUCTION. - Providing monthly reports to clients on (cost, performances and recommendation). - Configured networking services VPC,...