Working in-line with SSgA’s brand specifications and are responsible for creating client reports, factsheets and new template designs as per the business requirements
SSgA is a global leader in asset management relied on by sophisticated institutions worldwide for their investment needs.
What you will be responsible for
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
Supporting and helping the associates and perform the quality check as per the procedure
Monitor and observe the Team Group Inbox and prioritize the requests as per the client deadline
Ability work under tight deadlines and capable of creating customized templates both in Excel and Powerpoint
Ensure to check and handover the EOD procedure to TLs according to the task
Minimum 2-3 Years of experience in MS Office (Excel, PowerPoint, Word, PDF)
Willingness to work in shifts
What we value
o Demonstrate ability to meet tight deadlines and possess rapid TAT
o Strong attention in to detail and a focus on quality of the service
o Ability to work independently as well as part of a team
o 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
Basic or intermediate Financial or Asset Management Certification
Primary Skills (Must Have)
Good communication and interpersonal skill
Basic Understanding of Asset Management
Secondary Skills (Good to Have)
Proficiency in formatting and templating skill in Adobe Packages in particular (InDesign and Illustrator) is an added advantage
Are you the right candidate? Yes
We truly believe in the power that comes from the div
📌 Client Reporting, Associate 2 (Bengaluru)
🏢 State Street
📍 Bengaluru
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