Assistant Vice President - Operations Specialist

Operations Specialist - Client Reporting, AVP

Job Description:

Job Title: Operations Specialist - Client Reporting, AVP

Location: Pune, India

Role Description

• Join DWS and become part of an industry-leading company with a global presence. Here, you’ll be empowered to lead ambitious programs that shape the future of investing and support our clients, local communities, and the environment.
• We’re looking for creative thinkers and innovators to seize tomorrow’s opportunities and build the best possible foundation for our clients’ financial futures. That’s why we are “Investors for a new now.”
• In return, we offer you the platform you need to make an impact, working alongside some of the industry’s top thought leaders. This is your chance to achieve your goals and build an exceptional career. This is your chance to invest in your future.
• The Senior Operations Analyst in Client Reporting is responsible for the timely, complete, and accurate creation and dispatch of complex client reports. They serve as a point of contact for client inquiries and all related upstream and downstream activities within the functional team.
• This role plays a key part in enabling communication between functional teams, sharing knowledge and business practices, and developing and implementing process and performance efficiencies. In certain cases, the Senior Operations Analyst may also be responsible for building and maintaining relationships with the front office and other internal and external parties, especially for time-sensitive, complex, or regulatory tasks.
• Some tasks are highly time-sensitive or complex and require interaction with internal stakeholders.
• They build trust with clients, maintain standards, are accessible during critical moments, and dig deep into client needs.

What we’ll offer you

As part of our flexible scheme, here are just some of the benefits that you’ll enjoy,

• Best in class leave policy.
• Gender neutral parental leaves
• 100% reimbursement under childcare assistance benefit (gender neutral)
• Sponsorship for Industry relevant certifications and education
• Employee Assistance Program for you and your family members
• Comprehensive Hospitalization Insurance for you and your dependents
• Accident and Term life Insurance
• Complementary Health screening for 35 yrs. and above

Your key responsibilities

• Act as Subject Matter Expert and perform and own critical/complex client report services, including coordination with the front office and handling client inquiries.
• Work closely with Portfolio Managers, Compliance, and Client Relationship Manager discuss and align functional content and reporting services.
• Review and analyse client/portfolio onboarding requests and structural changes to derive and implement reporting requirements
• Review monthly investment reports, including portfolio performance, exposures and key analytics to ensure quality accuracy.
• Closely collaborate with upstream teams (Technology and Investment Operations) to ensure efficient and automated reporting solutions
• Analyse and perform data quality controls, investigate and resolve data discrepancies with relevant stakeholder
• Investigate and manage operational incidents and client complaints
• Develop and implement operational efficiencies, standardize and streamline workflows and reporting services.
• Apply and track all internal and external regulations/guidelines and agreed SLAs, KRIs, KPIs, and quality measures.

Your skills and experience

• 5-10+ years in a financial service (preferably in Asset Management, Client Reporting or Investment Operations)
• Strong understanding and knowledge of investment products and its characteristics (e.g. equity, fixed income, multi asset, passive)
• Solid understanding of risk, exposure principles and portfolio construction
• Excellent knowledge of MS Excel VBA, Python and SQL. Proficiency in financial databases and tools such as Bloomberg, BlackRock Aladdin, and Power BI.
• Structured and Analytic thinking with efficient management
• Ability to work under tight deadlines, team-player and flexibility in working hours.

How we’ll support you

• Training and development to help you excel in your career.
• Coaching and support from experts in your team.
• A culture of continuous learning to aid progression.
• A range of flexible benefits that you can tailor to suit your needs.

About us and our teams

Please visit our company website for further information:

https://www.db.com/company/company.html

We at DWS are committed to creating a diverse and inclusive workplace, one that embraces dialogue and diverse views, and treats everyone fairly to drive a high-performance culture. The value we create for our clients and investors is based on our ability to bring together various perspectives from all over the world and from different backgrounds. It is our experience that teams perform better and deliver improved outcomes when they are able to incorporate a wide range of perspectives. We call this #ConnectingTheDots.

Experience Level

Executive Level