Vice President, Client Reporting / Performance

In this role, you'll make an impact in the following ways :

• Preparation of portfolio and benchmark reports, Risk Reports, Performance Attribution reports.
• Maintenance of Performance Databases.
• Provides analysis and development of reports related to all aspects of account activities, performance, and investment-related practices and procedures.
• Answers any inquiries from clients regarding the nature of investment products and their portfolios along with inquiries regarding managing portfolio risk and asset allocation.
• Processing various types of client reports.
• Maintains online tools and reporting platform.
• Actively work on training the new and existing team members; s / he will plan the new migrations and will make sure that all the business documents are up-to-date to maintain the knowledge base.
• Coordinating with the LOB (Mellon Investments Corporation) and ensure meeting the SLA and key deliverables. S / he will be responsible for ensuring the team's report and information production is of the highest quality and delivered within pre-defined deadlines.
• Yearly appraisals for direct team members.
• Work allocation / leave Management.

To be successful in this role, we're seeking the following :

Skills Required

Performance, Sla, Reporting