Client Reporting, Officer - State Street Investment Management
Core
Create client reports, fact sheets, and new template designs for sophisticated institutional clients while ensuring accuracy and timeliness in processing.
Role type
Senior Client Reporting Officer (Asset Management)
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, Client Reporting expertise, MS Office (Excel, PowerPoint, Word, PDF), Adobe InDesign, Adobe Illustrator, Quality control, Issue log maintenance, Process improvement coordination
Preferred skills
Basic or intermediate Financial/Asset Management Certification, Strong PC shortcut skills
Responsibilities
Manage day-to-day BAU reporting and processing, Process client investment reports and ad-hoc queries, Follow up with upstream teams and communicate status to clients, Perform quality checks on team outputs, Monitor team inbox and prioritize requests by client deadline, Create customized templates in Excel and PowerPoint, Maintain issue logs and management reporting
Seniority
Senior, hands-on IC