обновлено 27 дней назад
Head of Client Reporting, Americas
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Head of Client Reporting, Americas (Investment Management): Leading client and product reporting across the Americas, including factsheets, regulatory reporting, and customized reporting solutions with an accent on automation, data quality, governance, and digital transformation. Focus on modernizing reporting platforms, building scalable operating models, and managing senior client and stakeholder relationships in a highly regulated environment.
Location: Atlanta, Georgia, United States; hybrid schedule with at least four full days per week in an office
Company
is a global investment management firm providing investment strategies and vehicles to clients worldwide.
What you will do
- Lead client and product reporting across the Americas, including factsheets, regulatory reporting, and customized client solutions.
- Define and execute a reporting strategy aligned with business objectives and client needs.
- Ensure timely, accurate reporting with strong governance, risk, and control standards.
- Modernize reporting platforms through automation, digital solutions, analytics, data visualization, and enhanced data capabilities.
- Build senior relationships with clients, consultants, distribution partners, and internal stakeholders.
- Lead scalable operating models and transformation initiatives that improve efficiency and support growth.
Requirements
- Extensive leadership experience in client reporting, product reporting, investment operations, or information management within asset management or financial services.
- Experience leading geographically dispersed teams in a global organization.
- Strong knowledge of investment products, institutional and retail distribution models, and regulatory reporting requirements.
- Expertise in reporting platforms, data management, analytics, digital reporting solutions, and end-to-end reporting processes.
- Exceptional leadership, communication, stakeholder management, and change leadership skills.
- Bachelor’s degree required; an MBA, master’s degree, or equivalent advanced degree is preferred.
Culture & Benefits
- Hybrid workplace model centered on regular collaboration in the office.
- Flexible paid time off.
- 401(k) matching of 100% up to the first 6%, with a discretionary supplemental contribution.
- Health and wellbeing benefits, parental leave, and an employee stock purchase plan.
- Inclusive workplace and equal opportunity employment practices.
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