Senior Manager - Performance Reporting - Consulting Firm

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