Client Service Delivery Manager (Investment Accounting & Reporting)
Core
Primary client relationship owner for DACH insurers and asset managers, serving as a trusted advisor on investment accounting, regulatory reporting, and portfolio solutions.
Role type
Senior Client Service Delivery Manager (Investment Accounting & Reporting)
Builds
Client success and retention for complex front-to-back investment management and asset owner software solutions
Domain
Financial Services / Investment Accounting / Regulatory Reporting (DACH region)
Deliverable
client delivery
Required skills
Investment accounting expertise, HGB and German regulatory reporting knowledge, structured products and derivatives accounting, multi-asset portfolio accounting, external client relationship management, project prioritization, client training, mentorship
Preferred skills
Experience in Insurance, FinTech, or Investment Operations
Technologies
Clearwater platform, Microsoft Office
Responsibilities
Own end-to-end client relationships as primary point of contact, act as subject matter expert on local regulatory and accounting topics, manage client inquiries and deliver accurate trading balances and compliance reporting, coordinate projects for strategic clients, provide client training on operational support, advise on leveraging flexible reporting, provide guidance and mentorship to Analysts
Seniority
Senior, hands-on IC with mentorship responsibilities
