Reporting Manager

eClerx is Hiring | Client Reporting Experts | Mumbai

Role: Client Reporting / Performance Reporting Process Manager

Role Overview

The Client Reporting / Performance Reporting Process Manager is responsible for managing end-to-end client reporting operations, ensuring accurate and timely delivery of investment and performance reports to clients and stakeholders. The role focuses on process optimization, quality control, stakeholder management, and continuous improvement of reporting frameworks to enhance operational efficiency and client satisfaction.

Key Responsibilities

Client & Performance Reporting

Manage end-to-end client reporting and investment performance reporting processes.

Ensure accurate, timely, and high-quality delivery of client reports, performance analytics, and portfolio reports.

Oversee preparation and distribution of monthly, quarterly, and ad-hoc client reporting packages.

Ensure reporting complies with internal governance standards and regulatory requirements.

Process Management & Improvement

Drive process optimization and standardization across reporting workflows.

Develop and maintain Standard Operating Procedures (SOPs) and documentation.

Identify automation opportunities to improve efficiency and reduce operational risk.

Implement continuous improvement initiatives using Lean / Six Sigma methodologies.

Data Quality & Governance

Ensure accuracy and integrity of performance data, portfolio data, and reporting metrics.

Oversee data validation, reconciliation, and quality control checks.

Collaborate with data management and technology teams to resolve data issues.

Stakeholder Management

Act as a key point of contact for clients, relationship managers, portfolio managers, and internal stakeholders.

Manage client queries related to performance reports and analytics.

Coordinate with cross-functional teams including investment operations, technology, and risk teams.

Team Leadership & Oversight

Lead and mentor reporting analysts and operations teams.

Monitor team performance, SLAs, and KPIs to ensure service delivery excellence.

Support recruitment, training, and development of reporting team members.

Key Skills & Competencies

Client Reporting & Investment Performance Reporting

Portfolio Performance Analysis

Process Management & Operational Excellence

Data Analysis & Data Visualization

Stakeholder Management

Risk & Control Framework

Reporting Automation

Quality Assurance & Data Governance

Strong Communication & Leadership Skills

Key Performance Indicators (KPIs)

Timely delivery of client reports

Accuracy of performance reporting

Process efficiency improvements

SLA adherence

Client satisfaction and issue resolution

eClerx provides critical business operations services to over fifty global Fortune 500 clients, including some of the world's leading companies across financial services, cable & telecom, retail, fashion, media & entertainment, manufacturing, travel & leisure, software, and high-tech. Incorporated in 2000, eClerx is one of India's leading process management and data analytics companies and is today traded on both the Bombay and National Stock Exchanges of India. eClerx employs 9,500-plus people across its global sites in the US, UK, India, Italy, Germany, Singapore, Thailand.

For financial organizations across the world, eClerx Markets offers consulting, technological innovation, and process management expertise to uniquely solve operational challenges. With nearly two decades of industry experience complemented by the application of smart automation and robotics, our team of experts deliver holistic solutions across the trade life cycle, change management, data analytics, compliance, cash securities operations, document digitization and generation, and outreach.

eClerx is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, or any other legally protected basis, per applicable law.