Associate Manager - Client Reporting

Principal Financial · Pune

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What Makes This Opportunity Unique

At Principal Financial Group, we pride ourselves on delivering world-class financial solutions and services. As an Assistant Manager - Client Reporting, you will play a pivotal role in ensuring flawless execution of client reporting and portfolio performance analysis. You will lead a motivated team, direct operations, and have the opportunity to collaborate with top-tier professionals both within our organization and externally. This is a chance to showcase your proven leadership skills and contribute to our ambitious goals while improving your own career growth!

Responsibilities

• Manage daily Client Reporting and Portfolio Performance Reporting to ensure accurate, complete, and timely outputs throughout daily/weekly/monthly/quarterly cycles.
• Direct and mentor a team; set clear objectives, delegate effectively, remove roadblocks, and act as the point of contact for critical issues to ensure timely delivery.
• Partner with Principal Global Investors (PGI) Shared Services, boutique teams, and external collaborators to align requirements, resolve issues, and improve reporting quality.
• Apply strong controls and standard operating procedures to meet regulatory and operational expectations; track metrics and drive continuous improvement.
• Understand front-to-back data flows; work alongside Information Technology (IT) to resolve data issues and stabilize/report through structured huddles and check-ins.

Key Responsibilities

• Client and performance reporting activities (35%)

1. Plan and coordinate daily/weekly/monthly/quarterly reporting production; ensure accuracy, completeness, and timely delivery according to Service Level Agreements (SLAs).
2. Maintain control evidence, exception logs, and approvals; ensure consistent templates and disclosures.

• People leadership and development (30%)

1. Mentor, develop, and motivate team members; provide timely feedback and objective performance evaluations.
2. Define roles, delegate work with measurable objectives, manage coverage, and hold the team accountable for outcomes.

• Collaborator partnership and communication (15%)

1. Build positive relationships with head office and boutique collaborators; communicate status, risks, and decisions transparently.
2. Manage conflicts constructively; ensure clear handoffs with Shared Services and external partners.

• Process improvement, metrics, and planning (10%)

1. Contribute to planning and operating model improvements; identify low-value work and streamline workflows.
2. Use metrics, huddles, and check-ins to monitor efficiency, quality, and capacity; recommend resource adjustments.

• Risk, compliance, and decision-making (5%)

1. Apply operational and regulatory procedures; perform root cause analysis for issues and implement corrective/preventive actions.
2. Advance material risks promptly with recommended options.

• Data flow and systems collaboration (5%)

1. Chart front-to-back data flows; collaborate with IT and business data owners to address breaks and implement alternative solutions that satisfy reporting goals.

• Bachelor’s degree in accounting, finance, economics, or business (or equivalent) with 10–12 years of experience in investment, asset management, mutual fund operations, or a related field.
• Working knowledge of investment products and services, performance calculation, securities processing, trade life cycle, and corporate actions.
• Strong analytical, problem-solving, communication, relationship building, delegation, and presentation skills; diligent and adaptable in changing (VUCA) environments.
• Able to prioritize, make sound decisions, and deliver consistent results under deadlines; open to feedback and continuous improvement.
• Tools/Tech: Microsoft Excel, PowerPoint, Word; collaboration tools (e.g., Microsoft Teams); data visualization (Power BI); performance/reporting platforms (Eagle, Factset); workflow/ticketing tools (JIRA); document repositories (e.g., SharePoint or TBD).

Skills That Help You to Stand Out:

• Demonstrated leadership in client and performance reporting operations with quantifiable SLA achievement and quality results.
• Expertise in mentoring teams, setting measurable objectives, and using data-focused huddles/check-ins to manage efficiency and quality.
• Ability to identify data issues throughout front-to-back flows and collaborate with IT to apply lasting solutions.
• Track record in simplifying processes, eliminating low-value work, and scaling standard templates and controls across boutiques/Shared Services.
• Strong approach to handling blocking issues with clear problem statements, root causes, and recommended options.

Shift Timings: 1.30PM to 10.30PM

What Makes This Opportunity Unique

At Principal Financial Group, we pride ourselves on delivering world-class financial solutions and services. As an Assistant Manager - Client Reporting, you will play a pivotal role in ensuring flawless execution of client reporting and portfolio performance analysis. You will lead a motivated team, direct operations, and have the opportunity to collaborate with top-tier professionals both within our organization and externally. This is a chance to showcase your proven leadership skills and contribute to our ambitious goals while improving your own career growth!

Responsibilities

• Manage daily Client Reporting and Portfolio Performance Reporting to ensure accurate, complete, and timely outputs throughout daily/weekly/monthly/quarterly cycles.
• Direct and mentor a team; set clear objectives, delegate effectively, remove roadblocks, and act as the point of contact for critical issues to ensure timely delivery.
• Partner with Principal Global Investors (PGI) Shared Services, boutique teams, and external collaborators to align requirements, resolve issues, and improve reporting quality.
• Apply strong controls and standard operating procedures to meet regulatory and operational expectations; track metrics and drive continuous improvement.
• Understand front-to-back data flows; work alongside Information Technology (IT) to resolve data issues and stabilize/report through structured huddles and check-ins.

Key Responsibilities

• Client and performance reporting activities (35%)

1. Plan and coordinate daily/weekly/monthly/quarterly reporting production; ensure accuracy, completeness, and timely delivery according to Service Level Agreements (SLAs).
2. Maintain control evidence, exception logs, and approvals; ensure consistent templates and disclosures.

• People leadership and development (30%)

1. Mentor, develop, and motivate team members; provide timely feedback and objective performance evaluations.
2. Define roles, delegate work with measurable objectives, manage coverage, and hold the team accountable for outcomes.

• Collaborator partnership and communication (15%)

1. Build positive relationships with head office and boutique collaborators; communicate status, risks, and decisions transparently.
2. Manage conflicts constructively; ensure clear handoffs with Shared Services and external partners.

• Process improvement, metrics, and planning (10%)

1. Contribute to planning and operating model improvements; identify low-value work and streamline workflows.
2. Use metrics, huddles, and check-ins to monitor efficiency, quality, and capacity; recommend resource adjustments.

• Risk, compliance, and decision-making (5%)

1. Apply operational and regulatory procedures; perform root cause analysis for issues and implement corrective/preventive actions.
2. Advance material risks promptly with recommended options.

• Data flow and systems collaboration (5%)

1. Chart front-to-back data flows; collaborate with IT and business data owners to address breaks and implement alternative solutions that satisfy reporting goals.

• Bachelor’s degree in accounting, finance, economics, or business (or equivalent) with 10–12 years of experience in investment, asset management, mutual fund operations, or a related field.
• Working knowledge of investment products and services, performance calculation, securities processing, trade life cycle, and corporate actions.
• Strong analytical, problem-solving, communication, relationship building, delegation, and presentation skills; diligent and adaptable in changing (VUCA) environments.
• Able to prioritize, make sound decisions, and deliver consistent results under deadlines; open to feedback and continuous improvement.
• Tools/Tech: Microsoft Excel, PowerPoint, Word; collaboration tools (e.g., Microsoft Teams); data visualization (Power BI); performance/reporting platforms (Eagle, Factset); workflow/ticketing tools (JIRA); document repositories (e.g., SharePoint or TBD).

Skills That Help You to Stand Out:

• Demonstrated leadership in client and performance reporting operations with quantifiable SLA achievement and quality results.
• Expertise in mentoring teams, setting measurable objectives, and using data-focused huddles/check-ins to manage efficiency and quality.
• Ability to identify data issues throughout front-to-back flows and collaborate with IT to apply lasting solutions.
• Track record in simplifying processes, eliminating low-value work, and scaling standard templates and controls across boutiques/Shared Services.
• Strong approach to handling blocking issues with clear problem statements, root causes, and recommended options.

Shift Timings: 1.30PM to 10.30PM

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