Head of Core Client Reporting, AB India
On-sitePune, Maharashtra, India
Job Summary
Lead the AB Core Client Reporting team, overseeing daily, monthly, quarterly, and ad-hoc deliverables for institutional clients across Fixed Income, Equity, and Alternative strategies. Manage escalations, drive continuous improvement in automation and data quality, and chair the Global Client Reporting Steering Committee to prioritize infrastructure enhancements. Partner with global stakeholders, portfolio management, and technology teams to ensure operational resiliency and control discipline. Execute strategic direction for reporting production, exception handling, and workflow management while developing talent and reinforcing an inclusive culture. Operate as a senior leader in Pune, India, with 10+ years of experience in investment operations and reporting.
Required Qualifications
- Bachelor's degree or equivalent combination of education and experience
- Business, finance, accounting, economics, or related discipline
- Approximately 10+ years of relevant experience in investment operations, institutional client reporting, performance reporting, portfolio reporting, data operations, or a related financial services function
- Demonstrated people management experience, ideally including leadership of multiple workstreams or teams in a global operating model
- Strong understanding of institutional client reporting lifecycles, data dependencies, quality-control routines, operational risk, and service-level management
- Experience leading process improvement, automation, workflow redesign, or operating model initiatives
- Experience managing stakeholder relationships across regions, functions, and seniority levels
- Strong leadership, coaching, performance management, and team development skills
- Excellent written and verbal communication skills, including the ability to communicate clearly with senior stakeholders and global partners
- Strong analytical, problem-solving, prioritization, and decision-making skills
- Exceptional attention to detail with a control-oriented mindset
- Ability to manage multiple priorities, deadlines, escalations, and transformation initiatives simultaneously
- Strong Microsoft Office skills, particularly Excel and PowerPoint
- Ability to influence without direct authority and build strong partnerships across business, operations, technology, compliance, and risk teams
- High level of professionalism, sound judgment, ownership, and resilience
- Working knowledge of SQL or data-querying tools
- Experience with SimCorp Coric or Vermilion reporting products
Desired Qualifications
- Business, finance, accounting, economics, or related discipline
- Exposure to investment data, portfolio holdings, transactions, performance, benchmarks, client deliverables, or related reporting concepts
- Familiarity with workflow, reporting, data visualization, or automation tools
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