Client Reporting, Team Lead - State Street Investment Management
Confirmed on the employer's own hiring board on Sep 24, 2026. First seen by Alion on Sep 24, 2026. State Street scores A on the Alion truth index.
Why this role is important to us
SSIM is a global leader in asset management relied on by sophisticated institutions worldwide for their investment needs. Working in-line with SSIM’s brand specifications and are responsible for creating client reports, fact sheets and new template designs as per the business requirements.
Key Responsibilities.
- Manage the day-to-day BAU and make sure accuracy and timeliness in reporting and processing, as well as adherence to controls.
- 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
- Provide timely accurate management reporting and issue log maintenance, under moderate supervision.
- Actively look for areas of improvement and coordinate internally, overseeing implementation of efficiencies.
- Demonstrate ability to meet tight deadlines and possess fast TAT
- Strong attention in to detail and a focus on quality of the service
- Ability to work independently as well as part of a team
- Strong PC shortcut skills, specifically in MS Office (Word, Excel, PowerPoint) Adobe Packages in particular (InDesign and Illustrator) would be good to have.
Required Qualification:
- Minimum 7-8 Years of experience in investment banking and client reporting.
- Well versed in MS Office (Excel, PowerPoint, Word, PDF)
- Good communication and interpersonal skills
- Basic Understanding of Asset Management
- Proficiency in formatting and templating skill in Adobe Packages in particular (InDesign and Illustrator) is an added advantage.
About State Street
What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
Work, Live and Grow We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.
Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.
State Street is an equal opportunity and affirmative action employer.
Discover more at StateStreet.com/careers
About State Street
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
Discover more information on jobs at StateStreet.com/careers
Read our CEO Statement