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Company Name : State Street
Location : Bengaluru, Karnataka
Position : Client Reporting, Associate 2
Job Description : Who we are looking for
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.
Why this role is important to us
The team you will be joining is part of State Street Global Advisors, one of the biggest asset managers in the world, that provides services to the world’s governments, institutions and financial advisors across the globe. With over four decades of experience and trillions of dollars in assets under management, we offer one of the broadest selections of services across asset classes, risk profiles, regions and styles. As pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest.
Join us if making your mark in the asset management industry from day one is a challenge you are up for.
What you will be responsible for
As Client Reporting, Associate 2 you will :
Process Daily/Weekly/Monthly Client Investment Reports, Factsheet and Ad-hoc queries are completed with 100% accuracy
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
Ensure to check and handover the EOD procedure to TLs according to the task
Minimum 1-2 Years of experience in MS Office (Excel, PowerPoint, Word, PDF)
Willingness to work in shifts
What we value
These skills will help you succeed in this role as an individual contributor:
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.
Education and Preferred Qualifications
Basic or intermediate Financial or Asset Management Certification
Good communication and interpersonal skill
Basic Understanding of Asset Management
Proficiency in formatting and templating skill in Adobe Packages in particular (InDesign and Illustrator) is an added advantage
About State Street
What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You’ll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.
Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you.
State Street is an equal opportunity and affirmative action employer.
Discover more at StateStreet.com/careers
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