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Job id : 42502

Client Reporting

Client Reporting

  Bangalore
   Client of HerKey (formerly JobsForHer)        Bangalore
  1 year ago      77 Applied

JOB ID:42502

Job details

Job Type

  Full Time

Functional Area

Sales/Business Development/Client Servicing

Industry

Banking/Financial Services/Insurance

Education

Not Specified

Experience Required

  4 - 7 Yrs

Key Skills Required

  client reporting, mitigate econ risk in equities, ensure affirmation requests

Other Skills Required

 

Job Description

JOB SUMMARY AND RESPONSBILITIESClient Reporting team manages the client reporting deliverables for all institutional clients globally. In addition, we manage institutional portal client setup, distribution of private placement memoranda, client contacts maintenance, and provide assistance on a number of other client relationship functions.Act as a client reporting specialist within the Bangalore Client Reporting team, partnering closely with Client Relationship Managers and product team(s) to fulfil regularly scheduled institutional client reporting deliverables.The team is responsible for the following functions:• Checkout of Standard reports• Liaise with upstream teams for ensuring data accuracy• Metrics reporting to management on a daily basis.• Preparation & delivery of Custom Reports for institutional clients• Co-ordination of regulatory reports• Manage changes for client statement disclosures and footnotesBASIC QUALIFICATIONS• Good communication skills• Ability to...  See More
JOB SUMMARY AND RESPONSBILITIESClient Reporting team manages the client reporting deliverables for all institutional clients globally. In addition, we manage institutional portal client setup, distribution of private placement memoranda, client contacts maintenance, and provide assistance on a number of other client relationship functions.Act as a client reporting specialist within the Bangalore Client Reporting team, partnering closely with Client Relationship Managers and product team(s) to fulfil regularly scheduled institutional client reporting deliverables.The team is responsible for the following functions:• Checkout of Standard reports• Liaise with upstream teams for ensuring data accuracy• Metrics reporting to management on a daily basis.• Preparation & delivery of Custom Reports for institutional clients• Co-ordination of regulatory reports• Manage changes for client statement disclosures and footnotesBASIC QUALIFICATIONS• Good communication skills• Ability to clearly elaborate the issues is crucial as significant part of the job• Strong sense of attention to details• Very strong financial risk awareness• Strong analytical and logical skills• Forward thinking, with the ability to assert new ideas and follow them through• Ability to go through large daily volumes and stay focused throughout the dayPREFFERED QUALIFICATIONS• Commerce degree from tier-1 or 2 institutes with exposure in Finance.• Self-motivated team player, ownership, accountability, organizational/prioritization skills, proactive, ability to multitask, ambitious, independent, positive mind set• Good PC skills – MS Office 656 See Less
About Company


HerKey (formerly JobsForHer) founded by Neha Bagaria, is India’s career engagement platform that unlocks opportunities, learning, and communities for women in India by connecting them with career champions.

HerKey currently services over 3.5 million women and plans to scale to power 30 million women's careers in India. With over 10,000 companies on the platform, HerKey invites more companies to join and use the platform to engage with women candidates in their entire career lifecycle, from recruitment to retention to promotion.

HerKey seeks to be the dependable companion for every woman on her career journey, enabling her growth, opening up opportunities, creating meaningful engagement, and facilitating her career journey—onwards & upwards.

 

 



...  See More


HerKey (formerly JobsForHer) founded by Neha Bagaria, is India’s career engagement platform that unlocks opportunities, learning, and communities for women in India by connecting them with career champions.

HerKey currently services over 3.5 million women and plans to scale to power 30 million women's careers in India. With over 10,000 companies on the platform, HerKey invites more companies to join and use the platform to engage with women candidates in their entire career lifecycle, from recruitment to retention to promotion.

HerKey seeks to be the dependable companion for every woman on her career journey, enabling her growth, opening up opportunities, creating meaningful engagement, and facilitating her career journey—onwards & upwards.

 

  See Less