The Client Reporting Team in Hangzhou support the reporting delivery for SSGA APAC clients as well as operational support of day-to-day activities. People in this position will closely work with portfolio manager, relationship manager, operation team and performance team to collect data and investment commentaries, perform necessary review and deliver report before deadlines. This position will also be responsible for processing clients/funds activities through SSGA internal systems. In addition to daily responsibilities, the role also includes participation in various projects and process improvement activities.
Brief Responsibilities:
- Work with portfolio managers, relationship managers, performance teams and operations to collect, calculate and consolidate data and documents
- Work with accounting teams and performance teams to ensure the reports are delivered to clients within timeline
- Review and ensure data accuracy, work with related teams to solve data issues
- Monitor report delivery, make sure of report timeliness and accuracy
- Tactical automation to improve work efficiency, process improvement to pursue risk excellence.
- Process clients/funds activities (shareholder services activities) through Company's internal systems
- Extensive liaison with the business to provide accurate and timely daily operational support and follow up on queries
- Follow a Risk excellence framework by undertaking regular reviews and improvement of operational procedures and controls process
- Involved in changes, projects and other initiatives related to primary responsibilities
Required Skills/ Experience:
- Bachelor's degree required. Master's degree or other advanced degree preferred
- 5+ years of working experiences in financial industry, especially in client service, fund operations in asset management industry
- Familiar with fund/asset management industry concepts, products, and practices
- Strong communication, influencing, and interpersonal skills
- Strong analytical skills, collaboration skills, and detail oriented
- Proven ability to collaborate and drive execution within the organization and build strong professional relationships
- Strong ability and experience to drive changes and projects
- Knowledgeable of processes, risks, controls and controls design
- Strong English Language skills (Reading / Writing / Verbal)
- Japanese as second foreign language is preferred (Reading / Writing / Verbal)
- Self-motivated professional with the ability to work under pressure and meet bold deadlines and goals
