Job Description

The Manager of Client Reporting will lead a team responsible for producing, reviewing, and delivering high-quality client statements and reports. This role combines strategic oversight with hands-on execution, requiring deep technical expertise in data aggregation, report production, and quality assurance alongside strong people management capabilities.
The Manager will oversee the collection and synthesis of data from multiple departments and systems, collaborating closely with internal stakeholders including IT, operations, and business partners. This individual will serve as the subject matter expert for client reporting processes, driving continuous improvement while ensuring all deliverables meet stringent accuracy standards and deadlines.
As both a people leader and process owner, the Manager will be responsible for team development, performance management, training coordination, project oversight, and management information systems (MIS) reporting. Success in this role requires the ability to work independently in a fast-paced environment, technical know-how, quickly identify and resolve complex issues, and maintain exceptional communication with internal teams.

Impact:

This position is critical to scaling our client reporting capabilities while maintaining the highest standards of quality and service. The Manager will directly influence client satisfaction through exceptional report accuracy, timely delivery, and proactive communication. By building team capabilities and optimizing processes, this role enables the organization to handle increased reporting volumes, support growth initiatives, and deliver a superior client experience that differentiates us in the marketplace

Functional Leadership Responsibilities:

Production of periodic reports


_Data/information gathering


_Assessment and enhancement of workflows once business requirements are established


_Interact with Subject Matter Experts (SMEs) for review and approval of referenced materials.


_Perform established data validations


_Review of periodic reporting packages


_Work with IT team for projects related to Client Reporting

BA/BS/MBA

Bachelor's Degree in business/finance/accounting/economics or equivalent.

Experience, Skills and Abilities:

Minimum 2+ years of people management experience and performing relevant activities. Client focused mindset, diligence, accuracy, flexibility and attention to detail Ability to organize and prioritize competing priorities to meet deadlines Must be highly proficient in Excel, PowerPoint, and Word and quick learner of various data systems Ability to query in SQL preferred Strong knowledge of the retail and/or institutional investment business and investment strategies/products is ideal. Previous experience with the following preferred: BBG Point / Port, Perform, Eagle, Coric etc will be added advantage but not a mandate. Ability to manage team and process related issue independently.

Other details

Typical work timings - 3.30PM to 12:30AM