Client Reporting- Team Lead

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