- Portfolio / Client Reporting to Internal and External stakeholders - production, oversight, problem solving
- Complete understanding of product profiles
- Periodic Risk and Exception reporting to senior management
- Involvement in projects related to the job function
- Assist in implementing changes into business, assist in project management and also focus on designing a framework for control, process and governance
- Collaborate with global functional and IT teams - Following up with IT for any development needs or issues raised with the current reports
- Tracking each deliverable per the deadlines set and ensuring no lapses occur for self and team
- Perform related duties as assigned
- Good Knowledge and Understanding of Financial Markets/Asset Classes - Equity, Fixed Income & Derivatives.
- In addition to knowledge of Financial Products, this role would specifically require candidate to be well-versed with (preferably also have experience) in ESG related concepts like -
- Understanding ESG - Environmental, Social & Governance
- ESG Score/Scoring mechanism
- Carbon Footprint & Emission levels
- Green Bonds
- Social/Sustainability-Linked Bonds
- ESG Trends & Flags
- Controversial Sectors
- Strong client service focus, interpersonal and communication skills
- Demonstrates understanding of supporting systems and product/functional workflow of their area and are aware how their workflow impacts other areas of Operations
- Experience in implementing regulatory change into business processes
- Experience in project management or working as a part of a global project management team
- Performs tasks that require deep analytical skills and keep Management informed of progress and activities within their respective area.
- Someone with a focus on control, process and governance and the ability to collaborate with global functional teams and IT to help implement change to processes.
- Strong analysis and problem solving skills required. Ability to facilitate and execute the analysis of data and technical issues
- Strong organizational skills, including the ability to coordinate, prioritize, and manage multiple activities
- Takes personal responsibility for resolving client issues, is able to clearly escalate cause and resolution, does not compromise control to comply with clients requests
- Excellent verbal and written communication ability
- Ability to follow-up & work with teams at off-site/remote locations
- Helps to create a positive work environment that builds trust, finds innovative ways to improve team work
- Is a self-starter and prepared to help others in the team with tasks and issues
- Ability to identify and escalate risk issues to stakeholders
- Relevant prior experience in investment management reporting will be an added advantage
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