Investor Services Controls & MIS- VP

4 days left

Mumbai (MSA), Maharashtra, India
Not disclosed
12 Feb 2021
12 Mar 2021
Approved employers
Approved employer
Contract type
Full time
Experience level

Job description

We are recruiting for a Sr. Manager/ VP role in the Investor Services – Operations team, your responsibilities will include --

Roles & Responsibilities:

  • Develop reports for the senior leadership to help understand the quality of the process
  • Provide insight and evaluations of existing processes- Detailed reports on the accuracy levels of the team to understand the gaps in people, process or platform
  • This can be leveraged to design the trainings as well
  • Drive data cleansing to ensure all the data and reports are accurate, complete & consistent.
  • Control Reports - Allocation sheet/STM/Rechecking Sheet
  • Time Sheet Review
  • Ensure timely and appropriate follow ups on pending actions and updating systems accordingly
  • Control Reports- Cash Manager/Aged Open Items/Unsent
  • Project testing/ rules updation etc.
  • Drive efficiency through excel based functions and data tools
  • Auto Allocation on Fresh Checking and Reviewing based on the priority, SLAs and capacity of each team
  • Auto allocation of activities across teams based on the capacity for the day
  • Ensure that each work product is supported with work instructions and other guidance material to make deliverable both efficient and reliable in quality.
  • Reviewing procedure documents and updating it with any new updates/changes
  • Building user guides for each topics that help new hires understand the process faster
  • Work closely with your manager to ensure high impact client delivery is produced in your day to day operations.
  • Preparation of various MIS/ PPT reports for internal monitoring and reporting the MIS to senior management.
  • Daily Status presentation along with relevant backups and action plan
  • Preparing and reviewing FTE Utilization across teams and clients for better staffing
  • Ad Hoc MIS requirements
  • Mandatory Qualification/ Experience/Skills


  • Graduates from a Tier1/Tier 2 Institute or equivalent Post Graduation/diploma
  • Diploma in Computer Science
  • Advance MS Excel, Macro Building
  • Hands-on experience in VBA or Macros
  • MS Access or SQL, JAVA Script knowledge will be an added advantage
  • Data Modeling & Troubleshooting
  • Experience

  • Total Experience: The candidate must have 5 - 8 years of relevant experience in a similar role, preferably with Hedge Fund industry
  • Skills

  • Excellent Proficiency in Advanced MS Excel and MIS Reporting
  • Strong narrative writing and analytical skills
  • Strong verbal and written communication skills
  • For further information, and to apply, please visit our website via the “Apply” button below.

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