Client Reporting- Team Lead

State Street is hiring a Client Reporting- Team Lead in Bengaluru, India. Level rates it ; you can apply on State Street.

Level's read on this job

Little AI ●○○○ is how Level rates this role: aI is not part of the work.
The posting mentions Copilot among its tools and skills.
Level classes it as a lead role.
State Street has 1,100+ other open roles on Level.
Posted in the last few days.

AI in this role

Copilot

Title

Business Title

340 - Operations Client Service, SrAssc

Level

Business Line

SSgA India Client Reporting

Work Location

Bengaluru

Process Name

EMEA Client reporting

Reportees (If Any)

N/A

Cost Centre

1391026 SSGA India Client Reporting

Shifts (in IST)

12:00 PM to 9:00 PM

Hiring Manager

Srikanth Vasudev/ Mohan M S

Contract / Permanent

Permanent

Reporting Manager

Srikanth Vasudev

Hire Type (New / Replacement)

Replacement

Replacement for (Name & ID)

Galla Chaithanya (678394)

Job Family

Fund Services > Client Reporting

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, fact sheets and new template designs as per the business requirements.

Key Responsibilities & Experience Range

· Manage day-to-day BAU activities, ensuring accuracy, timeliness, and adherence to controls.

· Deliver daily, weekly, and monthly client investment reports, factsheets, and ad-hoc requests accurately and within deadlines.

· Coordinate with upstream and client-facing teams to resolve reporting issues and communicate status.

· Support associates and perform quality checks in line with established procedures.

· Monitor the team inbox and prioritize requests based on client deadlines and business priorities.

· Prepare management reporting, maintain issue logs, and support timely resolution and escalation.

· Drive process improvement, automation, and operational efficiencies, leveraging Microsoft Copilot and other digital tools.

· 6–7 years of experience in investment management, investment operations, or client reporting.

· Advanced proficiency in Excel, PowerPoint, Word, Teams, and SharePoint.

Interface:

Skills & Knowledge

Qualifications & Certifications

Bachelor’s degree required; MBA preferred. Basic or intermediate Financial or Asset Management Certification

Primary Skills (Must Have)

· 6–7 years of investment management / investment operations experience.

· Strong analytical and problem-solving skills with the ability to manage multiple priorities and deliver accurately within tight deadlines.

· Experience using Microsoft Copilot, AI, and digital automation.

· Advanced proficiency in Excel, PowerPoint, Word, Teams, and SharePoint.

Strong stakeholder management, communication, and presentation skills.

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

o Demonstrate ability to meet tight deadlines and possess fast TAT

o Strong attention in to detail and a focus on quality of the service

o Ability to work independently as well as part of a team

o Strong PC shortcut skills, specifically in MS Office (Word, Excel, PowerPoint) Adobe Packages in particular (InDesign and Illustrator) would be good to have.

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

Discover more information on jobs at StateStreet.com/careers

Read our CEO Statement

How we rate this

Client Reporting- Team Lead at State Street rates 33 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.

Classification

Little AI. AI is not part of the work.

●●●● Builds AI80 to 100
●●●○ Works on AI60 to 79
●●○○ Uses AI40 to 59
●○○○ Little AI0 to 39

Levels come from how often the tools, models and workflows of the role are named in the posting itself. Read the description and count the AI tools, models and workflows it names.