Manager - Performance Reporting at Citi

Pune, maharashtra, India -

Full Time

Start Date

Immediate

Expiry Date

11 Apr, 26

Salary

0.0

Posted On

11 Jan, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Performance Reporting, Team Management, Client Relationship Management, Risk Evaluation, Data Analysis, Performance Tools, Problem Solving, Organizational Skills, Multitasking, Attention to Detail, Excel Proficiency, Continuous Improvement, Operational Efficiency, Compliance, Coaching, GIPS Standards

Industry

Financial Services

Description

The role will be responsible for driving the core activities in conjunction with our onshore partners and internal stakeholders. The overall objective of the role is the seamless delivery of Performance Reporting service deliveries and delivering continuous improvement and efficiencies in the team. This position is based in our Pune office and forms part of leadership team. Responsible for the seamless production and delivery of the of Performance Reporting deliveries to multiple clients which is in line with defined service level agreements. Allocating responsibilities to teams and maintaining the optimal team structure to service clients efficiently Developing and coaching the team through goal setting, regular one to ones and formal annual and semi-annual performance reviews Ensure consistent operating models across all clients globally to drive scalability and operational efficiency. Develop strong working relationships and communications with onshore partners and key stakeholder. Evaluate risk and controls, including operational impact of client and legislation changes, ensure compliance to established controls. Producing, reviewing and validating portfolio account performance calculations and performance reports with managers. Creating customized reporting based on clients' requirements; maintain, produce and review client composites according to SLAs and GIPS standards Participating in department projects and ensuring completion, as well as assist new clients on boarding and implementation processes Provide scheduled/Ad-Hoc reports or MIS to Management as and when required. Reviewing, updating and implementing new processes and procedures as required, to enhance operational controls Interfacing with performance and index vendors Experience in resolving data issues using accounting systems and ability to understand the flow between accounting and performance systems. Hands on Experience on performance tools - FactSet, Bloomberg, MorningStar Highly numerate Problem Solving attitude. A high energy level and an enquiring mind Excellent organizational skills and the ability to multitask and delegate effectively. Deliver High quality output within tight deadlines while maintaining total accuracy. Master's degree in accounting, Finance or related field Pursing/Completed CFA/FRM +10 years' experience in performance measurement operations or experience with account/security level performance in a related field Familiarity/Understanding of Segment, Security and Attribution Performance Reporting Familiarity/Understanding of Global Investment Performance Standards (GIPS) Proficiency with EXCEL Attention to detail A proven ability to multi-task Initiative in Self Development ------------------------------------------------------ For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------

Responsibilities

The role involves driving performance reporting activities and ensuring seamless service delivery to multiple clients. It includes developing the team, maintaining operational efficiency, and managing client relationships.