Key responsibilities include:

<ul>
<li>The role will be responsible for driving the core activities in conjunction with our onshore partners and internal stakeholders. The overall objective of the role is the seamless delivery of Performance Reporting service deliveries and delivering continuous improvement and efficiencies in the team.</li>
</ul>

<ul>
<li>This position is based in our Pune office and forms part of leadership team.</li>
</ul>

<ul>
<li>Responsible for the seamless production and delivery of the of Performance Reporting deliveries to multiple clients which is in line with defined service level agreements.</li>
</ul>

<ul>
<li>Allocating responsibilities to teams and maintaining the optimal team structure to service clients efficiently</li>
</ul>

<ul>
<li>Developing and coaching the team through goal setting, regular one to ones and formal annual and semi-annual performance reviews</li>
</ul>

<ul>
<li>Ensure consistent operating models across all clients globally to drive scalability and operational efficiency.</li>
</ul>

<ul>
<li>Develop strong working relationships and communications with onshore partners and key stakeholder.</li>
</ul>

<ul>
<li>Evaluate risk and controls, including operational impact of client and legislation changes,ensure compliance to established controls.</li>
</ul>

<ul>
<li>Producing, reviewing and validating portfolio account performance calculations and performance reports with managers.</li>
</ul>

<ul>
<li>Creating customized reporting based on clients’ requirements; maintain, produce and review client composites according to SLAs and</li>
</ul>

GIPS standards

<ul>
<li>Participating in department projects and ensuring completion, as well as assist new clients on boarding and implementation processes</li>
</ul>

<ul>
<li>Provide scheduled/Ad-Hoc reports or MIS to Management as and when required.</li>
</ul>

<ul>
<li>Reviewing, updating and implementing new processes and procedures as required, to enhance operational controls</li>
</ul>

<ul>
<li>Interfacing with performance and index vendors</li>
</ul>

<ul>
<li>Experience in resolving data issues using accounting systems and ability to understand the flow between accounting and performance systems.</li>
</ul>

<ul>
<li>Hands on Experience on performance tools – FactSet, Bloomberg, MorningStar</li>
</ul>

Skills

<ul>
<li>Outstanding interpersonal, written and verbal communication skills</li>
</ul>

<ul>
<li>Highly numerate</li>
</ul>

<ul>
<li>Problem Solving attitude.</li>
</ul>

<ul>
<li>Excellent People Manager Skills</li>
</ul>

<ul>
<li>A high energy level and an enquiring mind</li>
</ul>

<ul>
<li>Excellent organizational skills and the ability to multitask and delegate effectively.</li>
</ul>

<ul>
<li>Deliver High quality output within tight deadlines while maintaining total accuracy.</li>
</ul>

Education:

<ul>
<li>Master’s degree in accounting, Finance or related field</li>
</ul>

<ul>
<li>Pursuing/completed CIPM (Preference – not mandatory)</li>
</ul>

<ul>
<li>Pursing/Completed CFA/FRM</li>
</ul>

Performance Job Experience:

<ul>
<li>+10 years’ experience in performance measurement operations or experience with account/security level performance in a related field</li>
</ul>

<ul>
<li>Familiarity/Understanding of Segment, Security and Attribution Performance Reporting</li>
</ul>

<ul>
<li>Familiarity/Understanding of Global Investment Performance Standards (GIPS)</li>
</ul>

<ul>
<li>Performance System Experience – FactSet/Statpro /Morningstar (Preferred)</li>
</ul>

Skills:

<ul>
<li>Proficiency with EXCEL</li>
</ul>

<ul>
<li>Attention to detail</li>
</ul>

<ul>
<li>Proven Problem-solving skills</li>
</ul>

<ul>
<li>Effective time management skills</li>
</ul>

<ul>
<li>Excellent interpersonal and communication skills</li>
</ul>

<ul>
<li>Outstanding organizational skills</li>
</ul>

<ul>
<li>A proven ability to multi-task</li>
</ul>

<ul>
<li>Initiative in Self Development</li>
</ul>

<ul>
<li>Team player</li>
</ul>

<ul>
<li>Works well under pressure</li>
</ul>

<ul>
<li>Flexibility to work in all shifts</li>
</ul>

Performance Manager

Key responsibilities include: The role will be responsible for driving the core activities in conjunction with our onshore partners and internal stakeholders. The overall objective of the role is the seamless delivery of Performance Reporting service deliveries and delivering continuous improvement and efficiencies in the team. This position is based in our Pune office and forms part of leadership team. Responsible for the seamless production and delivery of the of Performance Reporting deliveries to multiple clients which is in line with defined service level agreements. Allocating responsibilities to teams and maintaining the optimal team structure to service clients efficiently Developing and coaching the team through goal setting, regular one to ones and formal annual and semi-annual performance reviews Ensure consistent operating models across all clients globally to drive scalability and operational efficiency. Develop strong working relationships and communications with onshore partners and key stakeholder. Evaluate risk and controls, including operational impact of client and legislation changes,ensure compliance to established controls. Producing, reviewing and validating portfolio account performance calculations and performance reports with managers. Creating customized reporting based on clients’ requirements; maintain, produce and review client composites according to SLAs and GIPS standards Participating in department projects and ensuring completion, as well as assist new clients on boarding and implementation processes Provide scheduled/Ad-Hoc reports or MIS to Management as and when required. Reviewing, updating and implementing new processes and procedures as required, to enhance operational controls Interfacing with performance and index vendors Experience in resolving data issues using accounting systems and ability to understand the flow between accounting and performance systems. Hands on Experience on performance tools – FactSet, Bloomberg, MorningStar Skills Outstanding interpersonal, written and verbal communication skills Highly numerate Problem Solving attitude. Excellent People Manager Skills A high energy level and an enquiring mind Excellent organizational skills and the ability to multitask and delegate effectively. Deliver High quality output within tight deadlines while maintaining total accuracy. Education: Master’s degree in accounting, Finance or related field Pursuing/completed CIPM (Preference – not mandatory) Pursing/Completed CFA/FRM Performance Job Experience: +10 years’ experience in performance measurement operations or experience with account/security level performance in a related field Familiarity/Understanding of Segment, Security and Attribution Performance Reporting Familiarity/Understanding of Global Investment Performance Standards (GIPS) Performance System Experience – FactSet/Statpro /Morningstar (Preferred) Skills: Proficiency with EXCEL Attention to detail Proven Problem-solving skills Effective time management skills Excellent interpersonal and communication skills Outstanding organizational skills A proven ability to multi-task Initiative in Self Development Team player Works well under pressure Flexibility to work in all shifts

Performance Manager in Mumbai (UID-14138)

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Job Description for Performance Manager

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