We are looking for an experienced Client Reporting Process Lead to manage reporting operations, team delivery, and client reporting workflows within a global investment operations environment.

This role is ideal for professionals with strong exposure to investment reporting, fund operations, reconciliations, financial reporting, stakeholder management, and process leadership. The successful candidate will lead reporting cycles, manage operational deliverables, and drive process improvements across reporting operations.

Key Responsibilities

Reporting & Operational Leadership

Manage reporting deliverables, work allocation, and team capacity planning
Oversee preparation, validation, and review of financial and investment reports
Ensure timely completion and handoff of operational deliverables

Team Management & Stakeholder Coordination

Lead meetings, process discussions, and reporting trainings
Coach and mentor team members to drive process excellence
Coordinate with onshore and offshore stakeholders for reporting requirements and escalations
Monitor team performance, productivity, and SLA adherence

Client Reporting & Reconciliations

Review client reporting requirements based on Investment Management Agreements (IMA)
Validate reporting accuracy and investigate discrepancies when required
Ensure operational issues and escalations are resolved in a timely manner

Process Improvement & Automation

Drive process enhancements and operational efficiency initiatives
Collaborate with technical teams on VBA tools, automation, and reporting solutions
Maintain SOPs, process documentation, and reporting controls

What We're Looking For

Bachelor's degree in Accounting, Finance, Economics, or related field
At least 4–5 years of experience in Client Reporting or Investment Reporting operations
Minimum 2 years of team leadership or reviewer experience
Strong understanding of investment operations and financial reporting
Experience working with equities, fixed income, and derivatives products
Strong Excel skills with exposure to SQL, VBA, or reporting automation tools
Strong communication, stakeholder management, and problem-solving skills
Ability to manage multiple deadlines in a fast-paced environment

Nice to Have

Experience driving automation and process streamlining initiatives
Exposure to investment management or asset management environments
Familiarity with operational reporting and workflow optimization

Why Join This Role

Lead high-impact investment reporting and operational processes

Strong exposure to global stakeholders and asset management operations

Opportunity to drive automation, reporting transformation, and team leadership

Client Reporting Lead | Investment & Finance | Remote | Night Shift