Investment Reporting & Team Leader

Investment Reporting & Team Leader
Company:

(Confidential)


Investment Reporting & Team Leader

Details of the offer

Position: Investment Reporting & Performance Team Leader (Melbourne)

Position purpose
The IRP Team Leader role sits within the IRP Service Delivery team, and is responsible for all aspects of IRP client delivery.
The role performs day to day oversight of performance, attribution and risk related reporting services that are produced by the offshore hub location in Chennai.
The IRP Team Leader manages a small team of client facing analysts who interact directly with AU based IRP clients to ensure a high quality service delivery experience, by responding to client queries, resolving issues and participating in client service reviews.
Post production the Team Leader will work on service optimization and change management tasks for designated clients and participate in service review meetings, workshops and system demonstrations.

Key responsibilities
Service Delivery

Manage the delivery of all performance, risk and attribution reporting services to BNP Paribas Australian clients. Develop and maintain relationships with clients to ensure provision of high level of service

Supervisory and oversight responsibilities for performance production activity based in our global operations hub in Chennai, and/or in AU

Lead contact and escalation point in the event of urgent or unresolved performance or reporting queries received from the hub location or the client, and act as the link between the two.

Manage a small team of local client facing analysts to ensure ongoing high level of client service

Meet or liaise regularly with clients (or as required) to ensure the service delivery is of a high standard, maintaining a strong focus on timeliness and accuracy as measured by service KPIs and MI

Interact regularly (or as required) with key local (CRM's, CSM's, FA Managers, IT, UUT, etc) and international stake holders (IRP Paris/Chennai/Singapore, etc) to ensure preferred outcomes

Deliver demonstrations and presentations to clients (or prospective clients) as they relate to IRP service

Projects & Change

Lead client change control aimed at developing, extending, or improving the existing service received by the client

Lead and/or work with Implementation Manager on new activity set up and onboarding activities

Define business specification documents, create test & implementation plans, support and maintain project governance documents

Seek to optimise end to end production under oversight, working transversally across the business as required

Contributive responsibilities

Working to deliver service to our clients accurately and on time, thus reinforcing and building client relationship, leading to new business opportunities

Working to ensure operational risk is captured and addressed, securing our functional capabilities

Ensure appropriate procedures and risk and control guidelines are adhered to within the team through processes and checking. Monitor adherence to the Risk and Control Matrix through undertaking Controlled Self Assessment

Support the growth of our commercial relationships with our clients


Source: Learn4Good


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