Client Reporting, Officer - State Street Investment Management
Core
Create client reports, fact sheets, and new template designs for sophisticated institutional clients while managing day-to-day reporting operations.
Role type
Senior Client Reporting Officer
Builds
Daily/Weekly/Monthly Client Investment Reports, Factsheets, and customized templates
Domain
Asset Management / Financial Services
Required skills
Investment Banking experience, Client Reporting, MS Office (Excel, PowerPoint, Word, PDF), Adobe InDesign, Adobe Illustrator, Quality Assurance, Issue Log Maintenance, Process Improvement
Preferred skills
Asset Management Certification, Basic Financial Knowledge
Responsibilities
Manage day-to-day BAU reporting and processing, Process Daily/Weekly/Monthly Client Investment Reports and Factsheets, Follow-up with upstream teams and communicate status to clients, Support associates and perform quality checks, Monitor Team Group Inbox and prioritize requests, Create customized templates in Excel and PowerPoint, Provide timely management reporting and issue log maintenance, Identify areas for improvement and coordinate implementation of efficiencies
Seniority
Senior, hands-on IC