

As Global Delivery Manager for Client Reporting within Custody and Fund Services, I oversee the end-to-end delivery of reporting services to clients worldwide. My role involves leading diverse, cross-regional teams, ensuring the accuracy and timeliness of client reports, and cultivating strong client relationships. I manage a global team of reporting analysts, promoting a collaborative and high-performance culture, and ensuring team members are well-trained to deliver outstanding client reporting solutions.
Serving as the primary point of contact for clients, I proactively understand their requirements and ensure our reporting solutions consistently meet their expectations. I have built effective partnerships with Technology and Product Development teams across multiple regions to drive client satisfaction. In my delivery management capacity, I supervise the entire reporting process, implementing robust standards and processes to enhance service efficiency and consistently achieve or surpass business SLAs.
I have successfully led and delivered multiple reporting projects, coordinating with cross-functional teams to ensure timely execution and effective risk mitigation. I am committed to continuous improvement, regularly identifying and implementing enhancements such as optimizing release pipelines, improving data lineage, streamlining slow-running processes, and upgrading performance utilities. I inspire my team to exceed goals and embrace ongoing learning for sustained excellence.
Key Responsibilities:
Notable Accomplishments:
Technical Skills: Business Analysis.| Business Intelligence (BI) |Data Analytics.|Data Visualization.| Oracle |Core Java.|Shell scripting.
Key Responsibilities:
Notable Accomplishments:
Reporting Analyst – Prime Services
Key Responsibilities:
Develop, maintain, and support analytics and MIS reporting solutions for Prime Services, catering to the trading and operational needs of hedge funds, and pension funds.
Analyze and interpret balance sheet allocations, profit/loss metrics (RoA), margin leverage, and short-selling capabilities to optimize client strategies and trading decisions.
Provide actionable insights to Client Service Representatives (CSRs) and front office teams on the direction of positions held or short-sold by clients, enabling informed recommendations on long/short strategies.
Collaborate with middle office and back office teams to resolve queries, address operational challenges, and enhance reporting workflows.
Evaluate and validate reference data from multiple sources to assess key security parameters, including liquidity, risk factors, and market positioning, ensuring accurate and reliable reporting.
Support continuous improvement initiatives by streamlining analytics processes and enhancing MIS reporting capabilities for internal stakeholders.
Key Skills & Expertise:
Prime Services operations and client trading lifecycle, financial analytics and balance sheet optimization, MIS reporting and data analysis, risk assessment, liquidity analysis, and short-selling strategy, collaboration with front, middle, and back office teams. If you want, I can also create a concise résumé-ready version with bullet points highlighting responsibilities and achievements suitable for your experience section.
Key Responsibilities:
Skills & Expertise:
Client reporting
Team leadership
Stakeholder management
Project management
Big data analytics
Agile methodologies
SQL reporting
Process improvement
Data analytics
Business Intelligence (BI)
Reporting architecture
Cognos reporting
Data visualization