Client Reporting, Senior Manager - State Street Investment Management

Why this role is important to us

State Street Investment Management is a global leader in asset management relied on by sophisticated institutions worldwide for their investment needs. Working in-line with SSIM’s brand specifications and are responsible for creating client reports, fact sheets and new template designs as per the business requirements.

Key Responsibilities

• Lead end-to-end Client Reporting production and delivery across scheduled and ad-hoc reporting cycles, ensuring accuracy, completeness, timeliness and quality.
• Manage complex institutional client reporting requirements across multiple investment strategies, products and reporting formats.
• Provide strong oversight of reporting calendars, SLAs, quality controls, exceptions, data issues and client escalations.
• Possess good understanding of investment performance, benchmarks and attribution, together and Middle Office process.
• Work across upstream and downstream teams to identify root causes of reporting and data issues and drive sustainable resolution.
• Drive standardization, operational efficiency, risk management and strong governance across the reporting lifecycle.
• Lead, coach and develop Client Reporting teams, building strong subject-matter expertise, cross-training and succession capability.

Stakeholder Management

• Partner effectively with CRM, Investments, Performance, Middle Office, Product, Data and Technology teams.
• Act as a senior escalation point for complex reporting requirements, service issues and cross-functional dependencies.

Workflow Transformation & AI

• Identify manual touchpoints, repetitive activities, reconciliations and system handoffs, and work with Business and Technology teams to develop simplified, automated and exception-based end-to-end workflows.
• Apply practical knowledge of GenAI, AI agents and workflow automation to identify opportunities within Client Reporting such as query management, data validation, exception investigation and reporting support, while ensuring appropriate human oversight and controls.

Experience & Skills

• 10+ years of experience in Asset Management / Investment Management with strong experience in institutional Client Reporting.
• Good working knowledge of Investment Performance, Middle Office and investment data processes.
• Proven people-management and operational-leadership experience.
• Strong understanding of reporting controls, data quality, reconciliation and exception management.
• Strong stakeholder-management, communication and problem-solving skills.
• Experience in process improvement, automation or operational transformation.
• Working knowledge of AI and workflow automation is preferred. Technical development or coding experience is not required.

About State Street

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

Discover more at StateStreet.com/careers

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

Discover more information on jobs at StateStreet.com/careers

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