Key Responsibilities
- Define and execute the strategic roadmap for client reporting, including digital transformation and automation.
- Lead global initiatives to standardize, scale, and modernize reporting capabilities.
- Build and lead a high-performing leadership bench and talent pipeline.
- Own the control framework and ensure audit readiness, risk mitigation, and regulatory compliance.
- Partner with senior stakeholders across functions to co-create reporting solutions and influence enterprise strategy.
- Use analytics and MIS to drive insights, performance tracking, and decision-making.
- Represent the reporting function in cross-functional forums, transformation programs, and client onboarding discussions.
- Continuously assess industry trends and client needs to evolve the reporting model.
- Champion a culture of innovation, accountability, and excellence across the reporting organization.
Knowledge Skills
- Deep expertise in investment products, reporting platforms, and data ecosystems.
- Proven leadership in reporting transformation, automation, and regulatory change management.
- Strong command of reporting tools (Excel, Power BI, Tableau), scripting (VBA, Python), and data platforms (Bloomberg, FactSet, Eagle, Aladdin).
- Strategic thinking with the ability to translate vision into scalable execution.
- Strong stakeholder management and influencing skills across global teams.
- Experience in building and leading diverse, high-performing teams.
- Excellent communication, decision-making, and problem-solving capabilities.
- High integrity, accountability, and commitment to governance and compliance
Experience Qualifications
- 10-14 years of progressive experience in asset management or investment reporting.
- At least 5-7 years in leadership roles within client reporting.
- Demonstrated success in leading reporting teams and transformation programs.
- Experience in managing regulatory reporting, client onboarding, and enterprise-level initiatives.
- Bachelor s or Master s degree in Finance, Business, or related fields.
- Certifications like CFA, FRM, or IOC preferred.
