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Asset Management - Director -Client Services & Relationship Mgmt IM

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Job Description - Asset Management - Director -Client Services & Relationship Mgmt IM

Lead a team based that is responsible for updating and preparing reports for Clients and Portfolio Managers. Portfolio / Client Reporting to Internal and External stakeholders - production, oversight, problem solving Complete understanding of product profiles Periodic Risk and Exception reporting to senior management Involvement in projects related to the job function Assist in in project management and also focus on designing a framework for control, process and governance Collaborate with global functional and IT teams - Following up with IT for any development needs or issues raised with the current reports Tracking each deliverable per the deadlines set and ensuring no lapses occur for self and team. Effectively manage the team by providing guidance and support, constructive feedback and managing career aspirations. Demonstrates a clear understanding of the business they support and client requirements Demonstrates understanding of supporting systems and product/functional workflow of their area and are aware how their workflow impacts other areas of Operations Performs tasks that require deep analytical skills and keep Management informed of progress and activities within their respective area. Someone with a focus on control, process and governance and the ability to collaborate with global functional teams and IT to help implement change to processes and marketing material. (all in the context of financial marketing). Takes personal responsibility for resolving client issues, is able to clearly escalate cause and resolution, does not compromise control to comply with clients requests Excellent verbal and written communication ability Ability to identify and escalate risk issues to stakeholders Relevant prior experience in investment management reporting will be an added advantage Actively participates in team meetings, raising issues, questioning others and offering solutions/ideas. Well versed with MS office - Outlook (Email Management), Excel (Sql, writing macros, Lookup, Formulas, Pivots etc.), Word & PowerPoint - Can we re-word as Well versed with MS office - Outlook (Email Management),Word, Power point and Excel( Basic functions, formulas like Look up, Pivots etc.). SQL and writing Macros would be an added advantage. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.
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