Client Reporting- Assistant Manager- State Street Global Advisors

State Street Corporation (NYSE: STT) is one of the world's leading providers of financial services to institutional investors, including investment servicing, investment management and investment research and trading. With $33.99 trillion in assets under custody and administration and $2.81 trillion* in assets under management as of September 30, 2018, State Street operates in more than 100 geographic markets worldwide, including the US, Canada, Europe, the Middle East and Asia. For more information, visit State Street’s website at www.statestreet.com.

*This figure is presented as of September 30, 2018 and includes approximately $28 billion of assets with respect to SPDR products for which State Street Global Advisors Funds Distributors, LLC (SSGA FD) acts solely as the marketing agent. SSGA FD and State Street Global Advisors are affiliated.

About Business Line

SSgA is a global leader in asset management relied on by sophisticated institutions worldwide for their investment needs.

About Process

Working in-line with SSgA’s brand specifications and are responsible for creating client reports, factsheets and new template designs as per the business requirements.
 

Key Responsibilities & Experience Range

§ Manage the day-to-day BAU and make sure accuracy and timeliness in reporting and processing, as well as adherence

to controls.
§  Process Daily/Weekly/Monthly Client Investment Reports, Factsheet and Ad-hoc queries are completed with 100% accuracy
§ Follow-up with upstream team and communicate report status with client facing team or client as necessary
§ Supporting and helping the associates and perform the quality check as per the procedure
§ Monitor and observe the Team Group Inbox and prioritize the requests as per the client deadline
§ Ability work under tight deadlines and capable of creating customized templates both in Excel and Powerpoint
§ Provide timely accurate management reporting and issue log maintenance, under moderate supervision

§ Actively look for areas of improvement and coordinate internally, overseeing implementation of efficiencies;

• Provide clear guidance and management of direct reports to ensure they fully understand their responsibilities in terms of work objectives, client deliverables and expected levels of professionalism;
• Plan and manage all team deliverables;
• Actively look for areas of improvement and coordinate internally, overseeing implementation of efficiencies;
• Support client use of State Street tools ensuring alignment with requirements;

§Minimum 8-10 Years of experience

§well versed in MS Office (Excel, PowerPoint, Word, PDF)

§Willingness to work in shifts

Interface:

Skills & Knowledge

Qualification & Certifications

Basic or intermediate Financial or Asset Management Certification

Primary Skills (Must Have)

Good communication and interpersonal skill

Basic Understanding of Asset Management

Secondary Skills (Good to Have)

Proficiency in formatting and templating skill in Adobe Packages in particular (InDesign and Illustrator) is an added advantage

USP of the Role

• Demonstrate ability to meet tight deadlines and possess fast TAT
• Strong attention in to detail and a focus on quality of the service
• Ability to work independently as well as part of a team
• Strong PC shortcut skills, specifically in MS Office (Word, Excel, PowerPoint) Adobe Packages in particular (InDesign and Illustrator) would be good to have.

State Street's Speak Up Line