Role & responsibilities

- Define and execute the strategic roadmap for client reporting, including digital transformation and automation.

- Lead global initiatives to standardize, scale, and modernize reporting capabilities.

- Build and lead a high-performing leadership bench and talent pipeline.

- Own the control framework and ensure audit readiness, risk mitigation, and regulatory compliance.

- Partner with senior stakeholders across functions to co-create reporting solutions and influence enterprise strategy.

- Use analytics and MIS to drive insights, performance tracking, and decision-making.

- Represent the reporting function in cross-functional forums, transformation programs, and client onboarding discussions.

- Continuously assess industry trends and client needs to evolve the reporting model.

- Champion a culture of innovation, accountability, and excellence across the reporting organization.

Knowledge & Skills

- Deep expertise in investment products, reporting platforms, and data ecosystems.

- Proven leadership in reporting transformation, automation, and regulatory change management.





- Solid command of reporting tools (Excel, Power BI, Tableau), scripting (VBA, Python), and data platforms (Bloomberg, FactSet,)

- Strategic thinking with the ability to translate vision into scalable execution.

- Strong stakeholder management and influencing skills across global teams.

- Experience in building and leading diverse, high-performing teams.

- Excellent communication, decision-making, and problem-solving capabilities.

- High integrity, accountability, and commitment to governance and compliance

Preferred candidate profile

- 10+years of progressive experience in asset management or investment reporting.

- At least 5-7 years in leadership roles within client reporting.

- Demonstrated success in leading reporting teams and transformation programs.

- Experience in managing regulatory reporting, client onboarding, and enterprise-level initiatives.

- Bachelors or Master’s degree in Finance, Business, or related fields.

- Certifications like CFA, FRM, or IOC preferred.

📌 AVP - Client Reporting (Mumbai)
🏢 Mu0026G Global Services
📍 Mumbai