Lead, manage, and develop the UST Fund and Data Reporting team, ensuring timely, accurate, and compliant delivery of all funds, client, and regulatory reports.
Oversee and co-ordinate the end-to-end production cycle: allocation of workloads, daily stand-up meetings, monitoring deadlines and standards, and ensuring adherence to Service Level Agreements (SLAs).
Act as the primary escalation point for the UST team, resolving complex reporting, data or operational issues and liaising with the UK and Singapore oversight/leadership teams.
Ensure effective governance of all reporting processes, including sign-off controls, procedure maintenance, exception management, and root cause analysis.
Develop and maintain strong relationships with global business stakeholders and external data/service providers, acting as UST's key contact for process queries, production issues, and delivery requirements.
Foster a culture of continuous improvement by identifying areas for automation, streamlining, and best-practice adoption; plan and implement efficiency projects aligned to global reporting strategy.
Ensure the maintenance and update of reporting templates, data sources, and technical documentation in line with regulatory and business requirements.
Support and contribute to new product launches, regulatory change projects, or digital platform migrations as the lead for UST operational readiness.
Monitor, report, and communicate Management Information (MI), KPIs, risks, and production issues both to local leadership and the designated UK/Singapore oversight teams.
Manage recruitment, training, and ongoing professional development for the UST reporting team; drive high performance and collaborative culture.
Deputise for more senior reporting leaders as required and ensure effective succession planning and knowledge retention within the team.
Maintain a robust controls environment, ensuring compliance with regulatory requirements and Schroders' standards of integrity and transparency.
Proactively keep up-to-date with regulatory and industry trends in fund/data reporting and implement changes as required locally.
Skills and Behaviours Required:
o Extensive experience in fund reporting operations and demonstrable team leadership/people management in a global financial services or asset management environment. o Deep technical knowledge of fund structures, reporting processes, data requirements, and related regulatory & compliance obligations (regional/global). o Proven ability to lead, motivate, and develop staff in a high-volume, deadline-driven environment, including effective delegation, coaching and performance management. o Strong stakeholder management and communication skills--able to co-ordinate between local production and overseas oversight teams, and represent the UST team with authority. o Exceptional organisational skills with a focus on prioritisation, detail, and accuracy. o Advanced analytical and problem-solving skills, able to investigate, resolve, and learn from issues efficiently. o Strong background in process improvement and change management, with experience implementing automation or technological solutions in reporting functions. o High proficiency in Microsoft Office, particularly Excel; experience with reporting technologies and data platforms (e.g. Morningstar, SharePoint) an advantage. o High level of integrity, professionalism, and accountability. o Proactive, solutions-focused and adaptable in a fast-changing, dynamic environment. o Advanced client-centric approach, ensuring delivery aligns to needs and upholds the reputation of UST and Schroders globally. o Committed to building a positive, inclusive, and diverse team culture, supporting personal and professional growth for all team members.
Skills
fund reporting,Data reporting,Fund admin
About UST
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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