Operations Specialist (Client Reporting, AVP)

Job Title: Operations Specialist (Client Reporting, AVP)

Location: Bangalore, India

Corporate Title: AVP

Python (Developer)

Tasks:

• Recording, feasibility check, analysis, and implementation of new reporting requirements
• Support and representation of the Client Reporting department in projects
• Collaboration with front office areas in the further development of existing and new reports
• Handling inquiries and complaints from clients and internal departments
• Data analysis for the purpose of feasibility studies and functional specification of new reports
• Building and maintaining relationships with internal clients (e.g. front office) to serve as a point of contact within the operations function team, especially for time-sensitive or complex tasks
• Maintain and enhance existing VBA solutions while progressively migrating eligible functionality to Python.
• Own the development of Python automation solutions to transform client reporting processes, driving greater efficiency and data accuracy.
• Design and implement Python-based automation for the generation of monthly and quarterly Powerpoint presentations including investment strategy updates, market information, economic outlooks, operational matters, and investment portfolio updates.

Your skills and experience:

• Excellent knowledge of MS Excel VBA and Access, as well as Python and SQL required, PowerPoint is also desirable. Comfortable working across VBA and Python for Excel, PDF, and PowerPoint reporting automation.
• Exposure to investment reporting/accounting/finance (particularly fixed income) background is desired, solid knowledge of risk and performance metrics is preferred.
• High level of initiative, independent and structured working style, ability to work under tight deadlines.
• Understanding of Asset Management Operations preferred, but not mandatory.
• Good understanding of process SLAs/KPIs and experience in stakeholder handling.
• Attention to detail, effective written and verbal communication skills, responsiveness to clients, deadline-focused, ability to manage the efficient and effective use of internal resources.
• Knowledge & usage of applications like Aladdin and Bloomberg would be an added advantage.
• Ability to analyze data to determine root cause of problems.
• Good communication and interpersonal skills.
• Ability to take ownership, priorities work and manage time effectively.
• Results-oriented, motivate team members, retain top talent and development, etc.
• Team-player and flexibility in working hours.
• Excellent team skills and social competence.