Client Reporting Manager-Assistant Vice President recruitment
Outline of position
The primary responsibilities of this position are:
Key functions Include:
1. Manage client reporting platform roadmap (with Product Management).
2. Communicate reporting roadmap to client service clients.
3. Development, testing, roll out to production of client reports and business reports across all AFS technology platforms (Advent Geneva, Paladyne Analytics Master, Paladyne Report Manager).
4. Maintenance of global client reporting sets.
5. Responsible for platform release management.
6. Responsible for Business MIS report development and delivery.
7. Manage and support Data warehouse access for internal AFS users.
8. Support and maintain client access to web reporting portals (Sungard DX / Paladyne Report Manager).
9. Setting clients up to receive reporting during on boarding of new clients.
10. Client dashboard specification, including face to face meetings, on Paladyne Report Manager including roll out to clients.
11. Project management and coordination of creation of custom client interfaces.
12. Support product and business development in initiatives, sales meetings.
13. Active participation in multiple strategic work streams for initiatives.
14. Create and maintain procedures, workflows and policies for the maintenance of Reporting Platforms and Advent Geneva between the various IT departments and global locations which are acceptable to and agreed upon by all stakeholders.
15. Vendor management - Main point of contact with vendor on a day to day basis, control and record costs, project initiatives, development partnership.
16. Change management – Raising and recording of changes, assessing the impact, cost, benefit and risk of proposed changes, developing business justification and obtaining approval, managing and co-coordinating change implementation, monitoring and reporting on implementation, reviewing and closing change requests.
17. Implement a global support function for a single instance model of Advent Geneva and Paladyne Technology Suite introducing industry standard triage and escalation processes allowing the organization to focus on and identify real issues and a mechanism for issue resolution.
18. Manage multiple development projects, development groups and application support functions.
Requirements
1. University degree in one of the following or similar disciplines: information technology, computer science or engineering, accounting, finance, or business.
2. Minimum technical skill sets required: Advent Geneva 8.0 RSL , Microsoft SSRS, VB.Net and/or C#.Net, and Advanced SQL Server development.
3. A minimum of 5 - 7 years of experience in a relevant position, preferably in the alternative investments or fund administration industry.
4. Ideal candidate will demonstrate a merger of skill sets including proficiency in alternative investments, fundamental financial principles, accounting principles and technology
5. Demonstrated attention to detail and accuracy, analytical, technical, organisational, and problem solving skills
6. Proficiency in advanced Excel functions
7. Excellent communication and inter-personal skills
8. Attention to detail with strong organizational skills
9. An ability to think critically and objectively
10. Experience working with an investment management or finance-related firm
11. The flexibility and willingness to work European hours, and additional hours as needed
12. Good communication skills
13. Experience in, or exposure to, Sungard Investran, Sungard Investier and Koger NTAS would be preferable.