Work with the global product team to come up with a standard client offering
Work on developing client reporting solutions using crystal reporting and SSRS
Work on developing client dash boarding solutions using Tableau.
Liaise with third party technology provider, FIS, to ensure optimal use of technology
Evaluate/document the existing reports and normalize the reports to remove redundancy
Evaluate technology training needs of PERES staff and devise adequate training programs to ensure effective technology usage
Assist in managing IT direct and indirect costs for PERES platforms
Support Sales and Client Services for clients for pitches
Enthusiasm & Influence: Drive and influence change within an Operations and Technology environment
Organization & Planning: Track and monitor multiple deliverables and give clarity and direction to all stakeholders
Controls: Ensure appropriate adherence to Risk and Control policy and put appropriate risk mitigation in place.
Communication Skills: Adapt communication style according to audience and occasion while being clear and unambiguous in conveying the message. Ability to influence and manage stake holders is a key
Proven verbal and written skills for updates as required to senior management including overall governance (milestone tracking and reporting, monthly and quarterly achievements) and call reports
Required Qualifications and Characteristics:
B Tech/MCA/ BCOM degree and equivalent experience
Deep techno-functional expertise of FIS Investran & DX
Crystal, SSRS, Tableau and VBA skills
Exposure to Private Equity Reporting
Ability to converse with fund accountants to gather their requirements and the competence to convert the requirements into a reporting solution
Strong financial and analytical skill set
Self-starter with a proven track record in private equity fund administration
Strong organizational and planning skills, with the ability to manage many tasks at once in a structured manner
An ability to work in teams distributed across the globe and travel to onshore offices
Specific experience supporting fund administration
Strong communication and presentation skills, with the ability to interact at all levels (both internal and client)
Self-motivated, quick learner, comfortable with responsibility
Strong at building relationships across teams
Proven good judgment, particularly with prioritizing your own workload – including managing multiple deliveries simultaneously
Ability to multi-task, dynamically prioritize workloads