Client Reporting, Team Lead - State Street Investment Management
Core
Lead a team responsible for creating accurate client reports, fact sheets, and template designs for investment management clients.
Role type
Team Lead, Client Reporting
Builds
Daily/Weekly/Monthly Client Investment Reports, Factsheets, and customized templates
Domain
Asset Management / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Investment banking experience, MS Office (Excel, PowerPoint, Word), Adobe InDesign, Adobe Illustrator, team management, quality control, deadline management
Preferred skills
Asset management understanding, efficiency improvement coordination
Responsibilities
Manage day-to-day BAU reporting and processing, ensure accuracy and timeliness, follow up with upstream teams, support associates with quality checks, monitor team inbox and prioritize requests, create customized templates, maintain issue logs, identify areas for improvement
Seniority
Senior, hands-on IC with team leadership