Team Lead, Client Reporting
Invesco Ltd.
Hyderabad, Andhra Pradesh, India
3d ago

Job Purpose (Job Summary) :

Client Reporting is an essential part of our business, leadingeffective clients investment decision making based on their financialobjectives.

This job requires maintaining highest standards of Client & ProductReporting for Invesco s institutional / retail clients and business partners bybeing responsible for the administration of Invesco s products and definedportfolios.

Key Responsibilities / Duties : Process :

  • Managework allocation within the team based on the relevant team member s competencein distributing accurate Client or product Reports within defined deadlines.
  • Ensure team strictly follows the guidelines detailed in Process Documents orSOP s for strong process execution

  • Serveas a resource and content expert on reporting activities; providing them withguidance and being available to answer questions to clarify the ClientReporting activities
  • Reportmonthly KPI s by business day one for the last month to the managementresponsible
  • Ensureall the queries are attended and manager is kept informed of issues that deemedto be updated
  • Newteam member on-boarding with effective training plan and ensuring enoughcollaboration between all the team members
  • Effectivedocumentation : Quarterly review / update process documents, Root Cause Analysisfor observations with suitable control measures.
  • Also, ensure BIA, BCP and FMEAdocuments are up to date

  • Coordinateindividual team member s work schedules and leave requests to ensure Propercoverage within a team for BAU execution
  • Be achange champion achieving process efficiency goals by demonstrating a highdegree of adaptability and assists team in adapting to change by beingpositive, outlining the benefits, minimizing complexity, and communicatingcontinuously about the new direction.
  • People :

  • Goal Setting : Sets clear, measurable and challenging goals that are aligned with departmental strategic goals
  • Performance Leadership : Execute quarterly & annual performance review discussion with team members through factual documentation and assign appropriate ratings.
  • Promptly addresses gaps in performance and team conflicts

  • Support Manager in Talent Review and provide facts through effective documentation for team member promotions. Effective use the R & R policy.
  • Delivers Feedback and Coaching : Proactively provide regular, meaningful feedback both positive & constructive and coach to build self sufficiency
  • Conduct team member development discussions, identify focus areas for team member development, and provides opportunities for development including challenging projects.
  • Recognizes team member strengths and provides guidance for developing and applying them. Encourages employees to take responsibility for their professional development

  • Identifies or helps identify successors and build bench strength for key roles so the team is self-sustaining. Seeks to understand what engages and motivates each employee, in order to retain talent.
  • Evaluate and assist manager for new / replacement resource approval and involve in hiring process, prioritizing key skills for the role.
  • Conduct regular team meetings, One on ones and knowledge sharing sessions for track the progress of the team and relevant feedback
  • Others :

  • Establishesa collective sense of purpose and belonging within the team and acrossOrganization. Manages cultural differences and promotes cross-
  • culturalunderstanding. Utilizes individuals talents to enhance the capability of theteam.

  • Developand strengthens stakeholder relationships. Understand and be able tocommunicate the group's vision and business priorities to recognize and derivethe long term mutual benefits
  • Assistor Lead Invesco / departmental initiatives with an intent to achieve desiredresults
  • Formal Education :

  • MBA orany professional qualification with finance as the major
  • Work Experience / Knowledge :

  • Proventrack record of leading a team, with experience in financial services domain,preferably in Asset Management industry
  • 6+years of experience in financialservices domain, preferably in Asset Management / Investment Banking industry,with 1-
  • 2 years of experience in leading a team.

  • Understandingof Performance Calculations, with exposure to Investment Accounting
  • Performedgoal setting and performance reviews
  • Skills / Other Personal Attributes Required :

    Ableto work independently and drive individuals whenever required

    Abreastof current affairs in the financial industry

    EffectiveMotivational, Delegating and Engaging skills. Build the team andemphasize / Encourage the team work and prepare team for change.

    Establisha supportive and conducive atmosphere that encourages team members to activelycontribute to decision-making

    Excellentinterpersonal skills

    Abilityto work under pressure

    Proficiencyin MS Suite and other reporting tools

    BasicProject management fundamentals is preferred

    Confident& assertive, able to deal with management at all levels

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