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Client Reporting- Senior Associate- State Street Global Advisors

State Street Corporation
Bangalore, India
Closing date
Jul 16, 2024

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Job Description

  • Manage the day-to-day activities of a functional/oversight team by monitoring, reviewing and validating all daily activity to ensure accuracy and timeliness in reporting and processing, as well as adherence to controls.
  • Provide timely accurate management reporting and issue log maintenance, under moderate supervision
  • Escalate unresolved issues to management as required
  • Ensure all inquiries are resolved in a timely and accurate manner and communicates effectively with client when necessary
  • Ensure appropriate records of daily and monthly activities are kept
  • Coordinate effective and timely flow of critical information to all relevant parties and follows up on administrative details within the department
  • Oversee the adherence to Standard Operating Procedures
  • Assist with workflow management and technology enhancement, make suggestions to streamline operations
  • Document any updates or changes to formal procedures, databases, etc.
  • Participate in projects as well as prepare and verify information for those various projects/special requests as directed
  • Train, develop and motivate new staff and complete performance appraisals
  • Provide staffing recommendations by interviewing new personnel
  • Coordinate and supervise work efforts when multiple Associates are needed to complete work
  • Provide coaching and development opportunities to staff, participate in individual on-going training and development.
  • Build strong relationships with clients through the provision of daily operational support and prompt resolution of queries raised by CRM , Client and Consultant .
  • Monitor and evaluate the continuing effectiveness of processes and controls, initiating remedial action as necessary;
  • Provide clear guidance and management of direct reports to ensure they fully understand their responsibilities in terms of work objectives, client deliverables and expected levels of professionalism;
  • Plan and manage all team deliverables;
  • Actively look for areas of improvement and coordinate internally, overseeing implementation of efficiencies;
  • Support client use of State Street tools ensuring alignment with requirements;
  • Oversee the timely and accurate delivery of client custody fee invoices;
  • Proactively engage in Client Change projects an internal projects and initiatives relevant to your team & process.
  • Providing support to ensure the smooth completion of any new transition for the team and department

  • Skills/ Knowledge:
  • Minimum 10 to 12 yrs. of experience
o Must be able to work in a fast paced environment
o Must possess strong communication skills with ability to participate in or lead conference calls and present financial results to financial and non-financial audiences at various levels of seniority
o Pride of ownership with the ability to drive results within the Business
o Solid business knowledge as it relates to the financial services industry
o Proficiency in Microsoft Office suite (Excel, Access, PowerPoint, Word, Visio), advanced levels of excel (pivot tables, formulas, excel workbook maintenance best practices)
o Knowledge of Client reporting, Performance, Trade , Reconciliation .
o Financial product and institution knowledge
o This is a visible role. Excellent communication, organizational and presentation skills, and ability to present complex operational matters to management
o Self-motivated, self-assured, and self-managed
o Results oriented ownership mindset
o Ability to analyze and summarize complex operational matters and their impact to the firm .
o Ability to multi-task and work under high pressure deadlines
o Understanding of the asset management industry / Finance environment.

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