Senior Vice President, Client Reporting/Performance Manager
About The Position
We’re seeking a future team member for the role of Senior Vice President, Client Reporting/Performance Manager to join our Managed Accounts Solutions team. This role is located in Berwyn, PA or New York. In this role, you’ll make an impact in the following ways: Expertise on execution of complex client reporting and performance analysis by utilizing in-depth knowledge of client operations processes and industry standards. Collaborate with cross-functional teams to enhance reporting methodologies and ensure alignment with client needs and organizational goals. Develop and implement strategies to improve the accuracy and efficiency of reporting processes, demonstrating expertise in the field. Acts as high level consultant/ advisor to clients regarding client performance reporting, portfolio management and inquiries. Engages with clients to collect feedback used to improve client experience. Reviews reports created on client portfolio performance and provided feedback on online tools and reporting platforms. Serves as a consultant and advisor in conducting high-level, highly visible and sensitive reporting on risk management, compositing, and portfolio performance. Fosters and maintains high level relationships with clients in order to provide feedback on portfolio performance and gather commentary on improving systems. Owns planning and implementation of improvements to systems used by associates to collect and report on client performance as well as systems utilized by clients. Provides guidance to less experienced associates on how to identify and address client needs. Implement improvement processes for all commercial aspects on Client Reporting.
Requirements
- Bachelor’s degree or the equivalent combination of education and experience is required.
- 7-10 years of total work experience preferred.
- Experience in researching data issues using database queries and tools.
Nice To Haves
- Industry certification CIPM preferred.
- Experience in Performance, reporting, GIPS, Attribution is Preferred.
Responsibilities
- Execution of complex client reporting and performance analysis utilizing in-depth knowledge of client operations processes and industry standards.
- Collaboration with cross-functional teams to enhance reporting methodologies and ensure alignment with client needs and organizational goals.
- Development and implementation of strategies to improve the accuracy and efficiency of reporting processes.
- Acting as a high-level consultant/advisor to clients regarding client performance reporting, portfolio management, and inquiries.
- Engaging with clients to collect feedback used to improve client experience.
- Reviewing reports created on client portfolio performance and providing feedback on online tools and reporting platforms.
- Serving as a consultant and advisor in conducting high-level, highly visible, and sensitive reporting on risk management, compositing, and portfolio performance.
- Fostering and maintaining high-level relationships with clients to provide feedback on portfolio performance and gather commentary on improving systems.
- Planning and implementation of improvements to systems used by associates to collect and report on client performance, as well as systems utilized by clients.
- Providing guidance to less experienced associates on how to identify and address client needs.
- Implementing improvement processes for all commercial aspects of Client Reporting.
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What This Job Offers
Career Level
Senior
