Client Reporting, Team Lead - State Street Investment Management
Core
Lead a team responsible for creating client reports, fact sheets, and new template designs for sophisticated institutional clients.
Role type
Team Lead, Client Reporting
Builds
Daily/Weekly/Monthly Client Investment Reports, Factsheets, and customized templates
Domain
Asset Management / Financial Services
Required skills
Investment banking experience, MS Office (Excel, PowerPoint, Word, PDF), Adobe Packages (InDesign, Illustrator), Management reporting, Issue log maintenance, Quality check procedures, Team prioritization, Template creation
Preferred skills
Asset Management understanding, Adobe proficiency, Efficiency improvement coordination
Responsibilities
Manage day-to-day BAU for reporting and processing, Process client reports with 100% accuracy, Follow up with upstream teams, Support associates and perform quality checks, Monitor team inbox and prioritize requests, Create customized templates, Provide management reporting and issue log maintenance, Coordinate internal efficiencies
Seniority
Senior, hands-on IC with team leadership