Client Reporting Team Lead
State Street
Client Reporting Team Lead
State Street
Holds assets for institutions and runs index funds
Title
Business Title
340 - Operations Client Service, SrAssc
Level
Business Line
SSgA India Client Reporting
Work Location
Bengaluru
Process Name
EMEA Client reporting
Reportees (If Any)
N/A
Cost Centre
1391026 SSGA India Client Reporting
Shifts (in IST)
12:00 PM to 9:00 PM
Hiring Manager
Srikanth Vasudev/ Mohan M S
Contract / Permanent
Permanent
Reporting Manager
Srikanth Vasudev
Hire Type (New / Replacement)
Replacement
Replacement for (Name & ID)
Galla Chaithanya (678394)
Job Family
Fund Services > Client Reporting
State Street Corporation (NYSE: STT) is one of the world's leading providers of financial services to institutional investors, including investment servicing, investment management and investment research and trading. With $33.99 trillion in assets under custody and administration and $2.81 trillion* in assets under management as of September 30, 2018, State Street operates in more than 100 geographic markets worldwide, including the US, Canada, Europe, the Middle East and Asia. For more information, visit State Street’s website at www.statestreet.com.
*This figure is presented as of September 30, 2018 and includes approximately $28 billion of assets with respect to SPDR products for which State Street Global Advisors Funds Distributors, LLC (SSGA FD) acts solely as the marketing agent. SSGA FD and State Street Global Advisors are affiliated.
About Business Line
SSgA is a global leader in asset management relied on by sophisticated institutions worldwide for their investment needs.
About Process
Working in-line with SSgA’s brand specifications and are responsible for creating client reports, fact sheets and new template designs as per the business requirements.
Key Responsibilities & Experience Range
· Manage day-to-day BAU activities, ensuring accuracy, timeliness, and adherence to controls.
· Deliver daily, weekly, and monthly client investment reports, factsheets, and ad-hoc requests accurately and within deadlines.
· Coordinate with upstream and client-facing teams to resolve reporting issues and communicate status.
· Support associates and perform quality checks in line with established procedures.
· Monitor the team inbox and prioritize requests based on client deadlines and business priorities.
· Prepare management reporting, maintain issue logs, and support timely resolution and escalation.
· Drive process improvement, automation, and operational efficiencies, leveraging Microsoft Copilot and other digital tools.
· 6–7 years of experience in investment management, investment operations, or client reporting.
· Advanced proficiency in Excel, PowerPoint, Word, Teams, and SharePoint.
Interface:
Skills & Knowledge
Qualifications & Certifications
Bachelor’s degree required; MBA preferred. Basic or intermediate Financial or Asset Management Certification
Primary Skills (Must Have)
· 6–7 years of investment management / investment operations experience.
· Strong analytical and problem-solving skills with the ability to manage multiple priorities and deliver accurately within tight deadlines.
· Experience using Microsoft Copilot, AI, and digital automation.
· Advanced proficiency in Excel, PowerPoint, Word, Teams, and SharePoint.
Secondary Skills (Good to Have)
Proficiency in formatting and templating skill in Adobe Packages in particular (InDesign and Illustrator) is an added advantage
USP of the Role
o Demonstrate ability to meet tight deadlines and possess fast TAT
o Strong attention in to detail and a focus on quality of the service
o Ability to work independently as well as part of a team
o Strong PC shortcut skills, specifically in MS Office (Word, Excel, PowerPoint) Adobe Packages in particular (InDesign and Illustrator) would be good to have.
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
Discover more information on jobs at StateStreet.com/careers
Read our CEO Statement
Holds assets for institutions and runs index funds
State Street holds and services investments for pension funds, insurers, fund companies, and other large institutions, and it also runs index funds through State Street Investment Management. It launched the first US-listed exchange-traded fund, the SPDR S&P 500 ETF Trust, in 1993, and in 1924 it became custodian of the first US mutual fund. As a custody bank, it safekeeps clients' stocks and bonds, completes their trades, calculates what their funds are worth, and lends their securities to other investors. It earns fees on the assets it services and manages, plus income from currency trading and from interest on client cash. State Street traces its roots to a bank chartered in 1792 and is based in Boston, Massachusetts.
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