Purpose of the position The Client Reporting Specialist will be responsible for managing client reporting processes (daily, monthly, and quarterly) and creating bespoke reports for various clients to ensure exceptional client experience. This role will also collaborate with internal teams to ensure accurate and timely delivery of portfolio data and client reports. The ideal candidate will have a strong understanding of asset management and portfolio data and will possess excellent client reporting, communication, a process driven mindset and interpersonal skills. Key Responsibilities Of The Position Managing the end-to-end client reporting process; Ensuring accuracy and timeliness of data delivery which include daily, monthly and quarterly client reporting, as well as certain regulatory returns; Managing the various key stakeholders to ensure input data is delivered within the client and internal agreed SLAs per procedural processes; Producing bespoke client reports & submissions, as well as other ad-hoc requests; Collaborating with internal teams such as Client Management, Client Operations, Portfolio Management, Compliance, Enterprise Solutions, and broader Operations teams to gather necessary data and information for necessary for client reporting; Maintaining an in-depth understanding of clients' reporting requirements and reports accordingly; Continuously enhancing reporting templates and processes to ensure they remain efficient and in line with business and / or industry best practices; Supporting the development of digital reporting tools and platforms to enhance client experience through various projects; Contributing to the ongoing improvement of the overall client experience by providing feedback and suggestions to relevant teams; Staying abreast with industry trends and regulatory changes to ensure compliance with all reporting standards; and Managing the various key stakeholders including back-office in the production workflow for reviews to ensure sign off ahead of client deadlines. #J-18808-Ljbffr
End-To-End Client Reporting Specialist
FUTUREGROWTH ASSET MANAGEMENT
Remote, Remote
Published 10 days ago
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