Senior Manager - Investment Client Reporting - 8+ Years - Mumbai

Location: Mumbai
Discipline: Investment Accounting
Job type: Permanent
Contact name: Kapil Kataria

Contact email: kapil.kataria@crescendogroup.in
Job ref: 69991
Published: about 22 hours ago

Senior Manager - Investment Client Reporting - 8+ Years - Mumbai

We are hiring for a Senior Manager - Investment Client Reporting with experience in investment operations, client reporting, and stakeholder management across institutional and wholesale reporting.

Location - Mumbai.

Your Future Employer - A leading global investment operations organization committed to innovation, excellence, and high-quality client service.

Responsibilities -

  1. Support front office and client directors to source, validate, and create client reports across asset classes.
  2. Lead a high-performing team to build expertise and global capability in investment client reporting.
  3. Oversee data quality, accuracy, and timeliness in client reporting processes.
  4. Drive continuous improvement using automation, analytics, and lean practices.
  5. Manage client communications, inquiries, and feedback in relation to investment reports.

Requirements -

  1. 8+ years of experience in investment reporting, particularly institutional and wholesale client reporting.
  2. Strong understanding of multiple asset classes: fixed income, equity, private debt/equity, derivatives, etc.
  3. Excellent knowledge of investment data structures (positions, securities, issuers, transactions, benchmarks).
  4. Experience in regulatory data requirements and operational control environments.

What is in it for you -

  1. Opportunity to work in a globally integrated team supporting top-tier investment clients.
  2. Be part of a high-impact transformation in client reporting using technology and analytics.

Reach Us - If you think this role is aligned with your career, kindly write me an email along with your updated CV on kapil.kataria@crescendogroup.in for a confidential discussion on the role.

Disclaimer - Crescendo Global specializes in Senior to C-level niche recruitment. We are passionate about empowering job seekers and employers with an engaging memorable job search and leadership hiring experience. Crescendo Global does not discriminate based on race, religion, colour, origin, gender, sexual orientation, age, marital status, veteran status or disability status.

Note - We receive many applications daily, so it becomes difficult for us to get back to each candidate. Please assume that your profile has not been shortlisted in case you don't hear back from us in 1 week. Your patience is highly appreciated.

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Keywords - Investment Client Reporting, Aladdin, Investment Operations, Institutional Reporting, Fixed Income, Equity, Private Debt, Power BI, SQL, Python, Stakeholder Management, Mumbai Jobs, Crescendo Global.