This Senior Client Reporting role is for our client, a global asset/investment company, which will focus on specific investment strategies, taking responsibility for generating all business-related client reports.
RESPONSIBILITIES
- Compile and review monthly, quarterly, and ad-hoc reports to ensure high quality and accuracy.
- Facilitate the smooth exchange of information across relevant internal teams to guarantee timely and error-free report completion.
- Assist the Team Head by ensuring that databases and records—such as Service Level Agreements (SLAs), Investment Management Agreements (IMAs), and reporting schedules—are kept current and meet departmental standards.
- Foster strong professional relationships with both internal and external clients, ensuring clear, concise communication and prompt resolution of inquiries.
- Adhere to established procedures, suggest enhancements, and assist in onboarding and training team members as needed.
- Regularly update the Team Manager on key issues, ensuring that complaints, breaches, and incidents are reported within required timeframes.
QUALIFICATIONS
- Bachelor's Degree or equivalent
- 5+ years of experience in financial services, ideally in roles related to client reporting or administration.
- A solid understanding of investment portfolio principles and performance measurement.
- Advanced skills in Microsoft Excel and the broader Office Suite, with knowledge of Power Query and Power BI as a plus.
- Strong interpersonal skills, along with an ability to analyze and solve problems effectively.
- Team-oriented mindset, capable of managing tasks and meeting deadlines efficiently.
- Exceptional attention to detail with a proven ability to perform well under pressure.
- Demonstrates adaptability, flexibility, and a proactive, positive attitude.
- This role is a 6 months contract role with completion bonus
- Hybrid set-up reporting to Marina One East
Interested candidates may apply through the application system or send it to [email protected]. Shortlisted candidates will be notified.
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Morgan McKinley Pte Ltd
Koh Boon Sien
EA Licence No: 11C5502
EA Registration No. R1110345
