AVP - Client Reporting

Role & responsibilities

• Define and execute the strategic roadmap for client reporting, including digital transformation and automation.
• Lead global initiatives to standardize, scale, and modernize reporting capabilities.
• Build and lead a high-performing leadership bench and talent pipeline.
• Own the control framework and ensure audit readiness, risk mitigation, and regulatory compliance.
• Partner with senior stakeholders across functions to co-create reporting solutions and influence enterprise strategy.
• Use analytics and MIS to drive insights, performance tracking, and decision-making.
• Represent the reporting function in cross-functional forums, transformation programs, and client onboarding discussions.
• Continuously assess industry trends and client needs to evolve the reporting model.
• Champion a culture of innovation, accountability, and excellence across the reporting organization.

Knowledge & Skills

• Deep expertise in investment products, reporting platforms, and data ecosystems.
• Proven leadership in reporting transformation, automation, and regulatory change management.
• Strong command of reporting tools (Excel, Power BI, Tableau), scripting (VBA, Python), and data platforms (Bloomberg, FactSet,)
• Strategic thinking with the ability to translate vision into scalable execution.
• Strong stakeholder management and influencing skills across global teams.
• Experience in building and leading diverse, high-performing teams.
• Excellent communication, decision-making, and problem-solving capabilities.
• High integrity, accountability, and commitment to governance and compliance

Preferred candidate profile

• 10+years of progressive experience in asset management or investment reporting.
• At least 5-7 years in leadership roles within client reporting.
• Demonstrated success in leading reporting teams and transformation programs.
• Experience in managing regulatory reporting, client onboarding, and enterprise-level initiatives.
• Bachelors or Master’s degree in Finance, Business, or related fields.
• Certifications like CFA, FRM, or IOC preferred.