Manage day-to-day production of accurate and timely client and fund reports, including Quarterly Investment Reports
Ensure production controls are followed and effectively used by the team
Handle daily stakeholder communication professionally and efficiently
Draft and maintain procedural documentation, aligning with best practices
Maintain and update global, regional, and country reporting templates to meet compliance requirements
Collaborate across business functions and regions to coordinate report production and resolve queries
Investigate and resolve discrepancies, client queries, and reporting exceptions
Identify inefficiencies in the reporting process and implement improvements
Support reporting system updates and process enhancements
Stay updated on regulatory reporting requirements and ensure compliance
Contribute to management information and KPIs for senior leadership
Participate in reporting-related projects
Must-Have
Minimum 2 years of experience in financial services, preferably in reporting or data functions
Strong stakeholder management and communication skills
Proficient in Microsoft Office (Excel, Word, Outlook, PowerPoint)
High attention to detail with strong problem-solving and time management skills
Ability to manage multiple priorities under tight deadlines
Strong team player with a delivery-focused mindset
Good-to-Have
Experience in reporting implementation projects
Knowledge of fund structures and investment reporting processes
Familiarity with Vermillion or similar reporting platforms
Investment Operations Certificate (IOC) certified
UST is a global digital transformation solutions provider. For more than 20 years, UST has worked side by side with the world's best companies to make a real impact through transformation. Powered by technology, inspired by people and led by purpose, UST partners with their clients from design to operation. With deep domain expertise and a future-proof philosophy, UST embeds innovation and agility into their clients' organizations. With over 30,000 employees in 30 countries, UST builds for boundless impact--touching billions of lives in the process.
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