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Sr. Manager, Client Reporting

Hong Kong
Posted 1 day ago In-Office Permanent Market Competitive
Posted by
Sylvia Poon
Talent Acquisition, Asia Pacific
Global Distribution Services (“GDS”) offers investments, sales, marketing and client support services to Invesco’s clients through its global client communication platforms and its stewardship of centrally distributed data, e.g. • Product/client reporting • Client transition management into segregated and pooled funds • Bespoke reporting to clients, consultants and external data vendors • Key global distribution services business project management, controls and systems enhancement

The team will provide the AP business with excellent and regular institutional client/retail product documentation support on an ongoing basis.  The team will also cover the bilingual client and product communications for the clients in the AP region.

Key Responsibilities / Duties:

  • Lead a small team, which primarily produces retail fund factsheets and other product documentation, and institutional client reports, and ensure accurate reports are delivered timely to clients and other KPIs are met.
  • Participate in production, issue investigation and research, and escalate issues to ensure they are resolved accurately and effectively.
  • Answer client queries and participate in client portfolio review meetings or due diligence meetings when needed.
  • Monitor the performance of the team and individuals and give feedback promptly.
  • Work collaboratively with GDS Onboarding teams to provide support during RFP and client on/offboarding
  • Work in partner with GDS Hyderabad, Tokyo and Taiwan, and give feedback promptly.
  • Maintain strong working relationship with key stakeholders to ensure production work flow is smooth and production requests are handled timely.
  • Proactively contribute ideas, research and recommend continuous improvement opportunities (e.g. automate production).  Participate in approved continuous improvement initiatives.
  • Assist in any global projects/initiatives where necessary.

Work Experience / Knowledge:

  • More than 10-year work experience in the asset management industry with strong knowledge on investment operations
  • Ample experience of institutional client reporting or factsheet/report production for retail funds and pension products.

Skills / Other Personal Attributes:

  • Client focus and with a keen interest in providing superb services to clients.
  • Be open-minded and a strong "out-of-the-box" thinker who challenges status-quo.
  • Be a strong team player.
  • Be able to manage a small team and coach/lead the team to achieve common goals.
  • Good written and verbal communication in English and Chinese, interpersonal and conflict management skills. 

Formal Education:

  • Require a University degree in Accounting or business area of concentration.

Working Conditions (If applicable):

  • Overtime and travel may be required.
Job ID  HKG31246
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