Provide end-to-end support to investment company clients for timely completion of financial statements, portfolio schedules, and mandatory reporting
Job Summary
Provide end-to-end support to investment company clients for timely completion of financial statements, portfolio schedules, and mandatory reporting.
Manage client relationships, monitor day-to-day team management, and collaborate with global teams to ensure consistent service delivery and client satisfaction.
Contribute to enhancing regulatory standing, execute critical regulatory and control management plans, and proactively manage business-level risk.
Matching Summary
Provide end-to-end support to investment company clients for timely completion of financial statements, portfolio schedules, and mandatory reporting.
Skills & Requirements
Must-have
Financial statements preparation
Portfolio schedules and reporting
Client relationship management
Regulatory compliance
Risk management
Nice-to-have
Global collaboration
Coaching and staff development
Process improvement initiatives
Key Requirements
14+ years of experience in financial reporting
Bachelor’s Degree in Commerce/Economics or equivalent