General Responsibilities (Reporting):

Process Lead is expected to manage deliverable distribution and understand groups capacity.
Process Lead is expected to show mastery of his/her process group hence would act as a preparer and reviewer of all reports submitted by his/her team member.
Process Lead must ensure that issues and escalations are addressed in a timely and decisive manner.
Ensure proper communications are sent on a timely manner. He / She is accountable that all reports and deliverables are completed or handed off properly.
Lead meetings and trainings efficiently, may it be scheduled or ad-hoc.
Ensure all emails are read and actioned daily and that all members are aware of the standard procedure of a proper hand off, both offshore and onshore.
Monitor and record progress of team members. He / She should be able to recognize and fairly assess team member's performance and output.
Ensure completeness of process documentation.
Process Lead is expected to collaborate with peers to drive efforts in the development of new tools and/or process improvements for the team; Liaise with groups necessary for the team's requirements.
Any related process as required by the team.

Core Duties and Responsibilities (Client Reporting)

:Prepare team's work allocation before the reporting cycle and train team members in preparation for the next reporting cycle
.Monitor members performance and provide relevant process training to achieve process excellence
.Guide the team to ensure all relevant data requirements are coordinated with internal and external information suppliers, as needed and in accordance with the schedule
.Prepare and / or validate the accuracy of Financial Reports sent to the clients
.Monitor completion of the deliverables in various platforms and ensure end-of-day status of deliverables are properly communicated with onshore counterparts
.Ensure workload for the day is planned to identify possible issues and delays that may cause interruptions in the completion of deliverables; and help identify and implement solutions for those
.Monthly reporting of team statistics and process updates to onshore counterparts
.Examine Investment Management Agreement documents to identify Client's reporting requirements and communicate to necessary internal and external teams as needed
.Work with Technical / Development team or member to maintain existing VBA and Automation tools
.Introduce business solutions or automations to manually prepared reports / tasks by providing technical requirements to relevant Technical / Development team or member, monitoring progress, and ensuring completion of identified business solution or automations

.
Qualificatio

n:At least have 4 to 5 years experience doing Client Reporting work within the team and fully understands how to prepare all the relevant deliverables and processe
s.Good grasps of basic to intermediate functions in MS Office applicatio
nsExcellent database knowledge preferred in Excel, SQL, or VB
A.Excellent command of the English language – oral and writt
enPossess strong client service skil
lsA team player and knows how to work with Service Level Agreements (SLA) and metric
s.Committed to intellectual curiosity and integrity, with a high degree of ethi
csAble to work in fast-paced environment and keep pace with technical and operational innovati
onAble to share information, transfer knowledge and expertise to team membe
rsAbility to work with different cultures and across different geographic location
s.Ability to directly communicate plans in a detailed and structured manner with the client, members, and management as applicabl
e.Ability to mentor, coach and develop team members, peers, and colleague
s.Strong leadership and problem-solving skil

ls
Education and Experien

ce:Candidate must possess at least a Bachelor's/College Degree in Financial Management, Economics, Accounting, or other related business cour
se.At least 3 years experience handling Financial Information or Investment Repo
rtsAt least 2 years work experience in a Reviewer role is requir
ed.Experience working with all primary asset classes and financial products (equities, fixed-income and derivatives) is requir
ed.Experience leading process automation and streamlining would be an advanta
ge.Candidate that is familiar with general accounting principles is preferr

ed.
Shift: Mid-shift (2 PM - 11 PM); GY shift as needed (7 PM - 4

AM)

Investment Reporting Lead