Who we are looking for:
Responsible for sending the reports to client, ensuring accurate, timely and compliant delivery. Collaborate with internal teams to get the data on time.
Why this role is important to us:
The team you will be joining is a part Client Reporting. Join us if making your mark in the financial services industry from day one is a challenge you are up for.
What you will be responsible for:
As Apprentice you will:
- Process Daily/Weekly/Monthly Client Investment Reports, Factsheet and Ad-hoc queries are completed with 100% accuracy
- Process Daily/Weekly/Monthly Client Investment Reports, Factsheet and Ad-hoc queries are completed with 100% accuracy
- Follow-up with upstream team and communicate report status with client facing team or client as necessary
- Monitor and observe the Team Group Inbox and prioritize the requests as per the client deadline
- Ensure to check and handover the EOD procedure to TLs according to the task
Willingness to work in shifts
- Demonstrate ability to meet tight deadlines and possess quick TAT
- Strong attention to detail and a focus on quality of the service
- Ability to work independently as well as part of a team
- Strong PC shortcut skills, specifically in MS Office (Word, Excel, PowerPoint) Adobe Packages in particular (InDesign and Illustrator) would be good to have.
Education & Preferred Qualifications:
- University degree in accounting/finance required
- Tools Knowledge – Adobe InDesign, Adobe Illustrator
About State Street
What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
Work, Live and Gro
📌 Apprentice (Bengaluru)
🏢 State Street
📍 Bengaluru
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