Operations Specialist - Client Reporting, Avp

DWS

Pune, India
Not specified (assumed flexible or hybrid)
Client report creation and dispatch
Client inquiry management
Portfolio performance analysis
DWS is seeking an Operations Specialist - Client Reporting in Pune, India, to oversee the creation and dispatch of complex client reports and serve as a liaison for client inquiries. The ideal candidate will have strong experience in financial services, particularly in asset management, and must be proficient in relevant technologies like Excel VBA, Python, and SQL

Job Summary

  • The Senior Operations Analyst in Client Reporting is responsible for the timely, complete, and accurate creation and dispatch of complex client reports.
  • Key responsibilities include acting as a Subject Matter Expert, coordinating with the front office, and developing operational efficiencies.
  • The company offers a comprehensive benefits package including best-in-class leave, parental leaves, and health insurance.

Matching Summary

Match Score: 85

DWS is seeking an Operations Specialist - Client Reporting in Pune, India, to oversee the creation and dispatch of complex client reports and serve as a liaison for client inquiries. The ideal candidate will have strong experience in financial services, particularly in asset management, and must be proficient in relevant technologies like Excel VBA, Python, and SQL.

Skills & Requirements

Must-have

  • Client report creation and dispatch
  • Client inquiry management
  • Portfolio performance analysis
  • MS Excel VBA, Python, SQL
  • Financial databases and tools

Nice-to-have

  • Creative thinking and innovation
  • Team player and flexibility
  • Continuous learning culture
  • Diverse and inclusive workplace

Key Requirements

  • 5-10+ years in financial services
  • Knowledge of investment products
  • Understanding of risk and portfolio construction
  • Proficiency in Bloomberg, Aladdin, Power BI

Work Rights

Not specified

Tailored Resume

Cover Letter