Key Responsibilities:
Leadership Strategic Delivery
- Provide end-to-end guidance for client and internal reporting functions, ensuring timely, accurate, and high-quality delivery aligned with SLAs and contractual commitments.
- Integrate Business Analysis, Data Analysis, Audit Assurance, and MIS teams into a cohesive delivery model that supports evolving client and regulatory expectations.
- Act as the senior escalation point for operational and reporting issues, ensuring swift resolution and proactive risk mitigation.
Automation, Innovation Continuous Improvement
- Lead the design and implementation of automation solutions to streamline reporting workflows, reduce manual interventions, and improve data integrity.
- Drive continuous improvement initiatives using Lean, Six Sigma, and data-driven methodologies to enhance reporting efficiency and scalability.
- Promote standardization of reporting processes and templates across clients and jurisdictions to support consistency and growth.
MIS, Analytics Client Insights
- Develop and maintain MIS frameworks that provide actionable insights into operational performance, client activity, SLA adherence, and risk metrics.
- Deliver executive dashboards and analytical reports (KPIs/KRIs) to senior management, governance forums, and client stakeholders.
- Leverage data analytics to identify client trends, forecast reporting volumes, and uncover opportunities for service enhancement.
Risk Management Control Governance
- Maintain strong oversight of the Client Reporting control environment, ensuring compliance with enterprise risk policies, regulatory standards, and audit requirements.
- Lead the closure of audit observations and ensure robust control testing and documentation across reporting processes.
- Foster a culture of proactive risk management and control ownership within the reporting teams.
Stakeholder Engagement Strategic Alignment
- Collaborate with senior stakeholders across Client Services, Compliance, Operations, and Technology to ensure reporting solutions are aligned with strategic priorities and client needs.
- Represent Client Reporting in enterprise-wide transformation programs, regulatory initiatives, and contributing domain expertise and thought leadership.
- Translate stakeholder feedback into enhancements in reporting capabilities, tools, and service delivery.
People Leadership Talent Development
- Mentor and develop a high-performing team across Business Analysis, Data Analysis, Audit Assurance, and MIS, fostering a culture of excellence, innovation, and client-centricity.
- Support succession planning and talent development initiatives in partnership with the VP - Client Reporting, ensuring leadership continuity and capability growth.
- Drive employee engagement, performance management, and skill development to support individual and organizational success.
- Project Sponsor teams
- Business Transformation Teams
- Investment Teams
- Distributions Teams
- Change Technology teams
- Leadership Committees
Knowledge Skills:
- Proven track record in automation, process improvement, and MIS/dashboard creation.
- Deep understanding of investment products, portfolio structures, and reporting workflows.
- High proficiency in Excel, Power BI, SQL, and workflow automation tools.
- Strong stakeholder management skills and ability to operate effectively at senior executive levels.
- Excellent analytical, risk management, and decision-making capabilities.
- Excellent communication skills, with the ability to present ideas and project updates to senior leadership.
- Passionate about developing a work environment that embraces and values diversity.
- Attention to detail and the ability to articulate complex ideas/concepts to stakeholders.
Experience:
- 12-14 years of progressive experience in asset management or investment operations, with at least 5 years in client reporting leadership roles.
- Management and coaching of Business Analysts, Data Analysts, SME
Educational Qualification:
- Master s in Business or any other equivalent certifications
- Lean Six Sigma Green/Black Belt for process improvement.
- Project Management (PMP, PRINCE2) or Agile certifications preferred.
