Manager - Client Reporting

Incedo is a US-based consulting, data science and technology services firm with over 2,500 people helping clients from our six offices across US and India. We help our clients achieve competitive advantage through end-to-end digital transformation. Our uniqueness lies in bringing together strong engineering, data science, and design capabilities coupled with deep domain understanding. We combine services and products to maximize business impact for our clients in telecom, financial services, product engineering and life science & healthcare industries.

Working at Incedo will provide you an opportunity to work with industry leading client organizations, deep technology and domain experts, and global teams. Incedo University, our learning platform, provides ample learning opportunities starting with a structured onboarding program and carrying throughout various stages of your career. A variety of fun activities are also an integral part of our friendly work environment. Our flexible career paths allow you to grow into a program manager, a technical architect or a domain expert based on your skills and interests.

Manager- Client and Portfolio Reporting

Role Description This role is an exciting opportunity for highly motivated and self-starter individuals to join a high caliber team in shaping and scaling the financial operations business. This is an opportunity to work with well-known US financial advisor and leading portfolio managers.

Role and responsibilities:

• Manage a team of professionals responsible for preparing client reports based on defined frequency (monthly, quarterly etc.) by sourcing the reporting information from various applications and/ or teams to distribute accurate client reports within prescribed deadlines.

• Accomplish established goals and conduct personnel duties for team (e.g., performance evaluations, hiring and disciplinary actions) as well as support mechanism for achievement including SMART goal setting.

• Identify and implement corrective action plans across teams while analyzing and assessing business risk.

• Serve as primary point of escalation for internal/external staff queries, and develop/manage process, productivity, and quality standards.

• Build strong client relationships through good understanding of business needs and opportunity areas.

• Assist in preparing and maintaining accurate and complete process documentation • Design and track process KPIs basis end business objectives and ensure seamless reporting to senior management.

Qualifications & Experience

• 10 -15 years of operational experience in financial services Industry.

• Hands on experience in Public/ Private Equity, Capital Markets, performance reporting is a must.

• Understanding of end-to-end client reporting ecosystem in OCIO business is preferred.

• Strong knowledge of the Wealth management ecosystem.

• Previous supervisory experience.

• Demonstrated leadership, transition and project management skills.

• Consistently demonstrates clear and concise written and verbal communication.

• Good organizational skills with the ability to shift seamlessly between multiple projects.

• Full Time bachelors degree in accounting/finance. MBA or CFA charterholders are preferred.

We are an Equal Opportunity Employer We value diversity at Incedo. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Regards,

Incedo HR Team