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23/07 Richha Goel
Recruitment Analyst at Virtuoso Recruitment Solutions

Views:478 Applications:198 Rec. Actions:Recruiter Actions:32

Senior Manager - Performance Reporting - Consulting Firm (8-15 yrs)

Delhi NCR/Gurgaon/Gurugram Job Code: 835891

Duties and Responsibilities:

- Prepare month and quarterly performance report for (DC,DB and AVC)

- Analyze performance of different investment options and overall plan

- Communicate with investment and custodians to gather and/or clarify client-specific data for reporting

- Reviewing work of senior analysts/process developer and providing them guidance

- Produce quarterly manager commentary by assessing the performance of fund/investment strategies

- Involved in team management as well as production support for high-level deliverables in investments

- Client communications and reviews, managing ramp-ups and ongoing transitions

- Periodical SLA monitoring and discussion with the stakeholders

- Conducting One-O-Ones and team meetings

- Define, delegate, monitor and participate in employee engagement activities

- Responsible for mentoring and leading a team of analysts across different processes

- Own accountability by being able to help teams troubleshot issues on projects

- Responsible for driving Process Improvements

- Career planning and grooming of team members for next level

- Manage relationship with onshore Business Process Owners and senior management; liaison with stakeholders to build relationship for service delivery management

- Ensuring exceptional client experience

- Responsible for all performance management activities including supervision, goal setting, ongoing performance communication, employee engagement and development, review and mentoring

- Project management, work allocation, real-time capacity management, peer review, process training and development of team members

- Lead and manage end-to-end operations and ensure the seamless delivery of reports/projects

- Play anchor role for all strategic projects and provide directions to the team

- Prepare and manage KPIs and handle escalations

- Participate in defining strategic priorities for the business

- Focus on new capability development and branding imperatives

- Lead efforts for people engagement, knowledge development initiatives for the team, and ensure adherence to compliance policy and organizational imperatives

- Driving Process Improvement Initiatives and delivering results in line with Business Priorities

Note: Applicants should be flexible working in shifts

Knowledge and Skills :


- Proficient understanding in Wealth Management, Investment Management industry and asset classes (equity, fixed income and alternatives)

- Ability to Prepare Investment Performance reports covering Asset Allocation, Benchmark calculation, holdings and Portfolio Performance, computation and analysis of returns involving varying time periods, money weights and hedging costs

- Exposure to Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies

- Strong logical and analytical skills with attention to details

- Strong working knowledge of MS Office, third party tools - Bloomberg, Morning Star, Lipper, etc.

- Excellent written and verbal communication

- Exceptional interpersonal, organizational, business communication, and time management skills

- Demonstrated success working with out-of-country professionals

- Ability to multitask, manage multiple priorities and work in a rapidly changing and dynamic environment, ensuring standards and deadlines are met and keeping others informed and up-to-date

- Ability to understand the link between data, client needs and its application to the "bigger picture"

- Excellent client management skills

- Leadership Skills with the ability to manage diverse teams

- Positive attitude & ability to adapt the ever-changing environment

- Strong multi-tasking skills

- Good knowledge/experience in project management

Education:


- Post graduate in finance, accounting or economics with strong quantitative and analytical content

- Any progress to CIPM, CAIA, CFA would be given preference

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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