Head of Core Client Reporting, AB India

Vista previa de la oferta

Head of Core Client Reporting, AB India

senior · Operations

Company Description:

As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals and private wealth clients in major markets worldwide. Our ambition is simple: to be our clients’ most valued asset-management partner.

With over 4,400 employees across 51 locations in 25 countries, our people are our advantage. We foster a culture of intellectual curiosity and collaboration to create an environment where everyone can thrive and do their best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to clients, we’re looking for unique voices to help lead us forward. If you’re ready to challenge your limits and build your future, join us.

Ops Group Description:

The Institutional Client Reporting Team is responsible for the production of monthly, quarterly, annual and ad-hoc accounting and investment reports for institutional clients. These reports cover the full range of the firm’s investment capabilities, including Fixed Income, Equity, Index / Enhanced, as well as Alternative Investments, Blend, Multi-Asset strategies, with an expanding range of derivative content.

There are extensive interactions and exposure to many functions of the AB business, notably Client Relationship Management, the Portfolio Management Team, Global Product Development team along with Operations and Information Technology.

In addition to the production support, the team also works on projects related to new report development and automation.

Ops Job Description:

We are seeking a Vice President, Head of Core Client Reporting, AB India, to lead the Core Client Reporting team within the Institutional Investment Management Operations Team located in Pune, India. This role will provide strategic, operational, and people leadership for a critical reporting function that supports institutional client outcomes, strengthens control discipline, and enables scalable delivery across global stakeholders. The successful candidate will be expected to operate as a senior leader who executes against functional priorities, drives commercial and client-focused impact, develops talent, influences reporting strategy, and reinforces AB’s inclusive culture. People of color, women, and LGBTQ people are encouraged to apply. AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation. Gender identity, military or veteran status or any other basis that is prohibited by applicable law.  AB’s policies, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria.

Describe the role:

The Head of Core Client Reporting is a senior leadership role responsible for the day-to-day and strategic management of AB India’s Core Client Reporting function. The role requires strong knowledge of institutional client reporting, investment operations, data governance, performance and portfolio reporting concepts, risk management, and operational controls. The leader will oversee multiple reporting workstreams, manage escalations, partner with global stakeholders, and drive continuous improvement across process, technology, training, quality assurance, and operating model design.     

Describe the applications and business or enterprise functions the role supports:

This role supports global Institutional Client Reporting and related Investment Management Operations functions, including report production, data validation, exception management, controls, workflow oversight, stakeholder service, and reporting platform improvement. The role will partner closely with onshore and offshore reporting teams, portfolio management support functions, client service, technology, data teams, compliance, risk, and other operations partners to ensure a consistent, scalable, and controlled client reporting environment.    

The key job responsibilities include, but are not limited to:

• Lead the AB Core Client Reporting team, including oversight of daily, monthly, quarterly, and ad hoc reporting deliverables, quality controls, issue resolution, and service-level performance.
• Become Subject Matter Expert in Client Reporting and have ability to make real time and time critical decisions on reporting issues.
• Execute against agreed functional priorities and hold team members accountable for timely, accurate, and controlled delivery of client reporting outputs.
• Oversee strategic direction for reporting production, workflow management, exception handling, and control routines to ensure client satisfaction and operational resiliency.
• Represent Client Reporting/Global Operations in setting agenda for conversion of existing functionality from internal systems over to new SimCorp driven processes.
• Partner with global reporting leadership and cross-functional stakeholders to identify market practices, address reporting gaps, manage escalations, and implement scalable reporting solutions.
• Lead continuous improvement initiatives focused on standardization, automation, data quality, process simplification, control strengthening, and reduction of operational risk.
• Develop and maintain strong working relationships with internal clients, including client service, portfolio management support, technology, compliance, risk, and global operations partners.
• Chair meetings of the Global Client Reporting Steering Committee to prioritize enhancements, changes, and updates to the reports and infrastructure.
• Provide leadership oversight for escalated reporting issues, ensuring appropriate root-cause analysis, remediation, stakeholder communication, and prevention of recurrence.
• Establish and maintain documentation, procedure guides, training materials, quality-control frameworks, and evidence-based oversight routines for the team.
• Recruit, manage, motivate, coach, and develop staff to maximize individual contributions, professional growth, collaboration, and effective teamwork.
• Set leadership direction for functional training, cross-training, succession planning, and knowledge management across Core Client Reporting.
• Actively identify opportunities to control or reduce firm costs through improved operating model design, capacity management, automation, and efficient use of resources.
• Influence reporting strategy by bringing forward innovative ideas, anticipating downstream impacts, and aligning team priorities with broader SBU and firm objectives.
• Promote an inclusive, respectful, and high-accountability culture that encourages collaboration, constructive challenge, and continuous learning.

What makes this role unique or interesting (if applicable)?

This role offers the opportunity to lead a critical client-facing operations capability from India while partnering with global stakeholders across the institutional investment management platform. The successful candidate will shape how Core Client Reporting scales, modernizes, and strengthens control discipline. The role combines people leadership, operational execution, client service orientation, data and technology partnership, and strategic influence, making it an important leadership position for both local team development and global reporting effectiveness.

What is the professional development value of this role, i.e. what learning and professional growth does the role offer the candidate?

The role provides significant professional development through exposure to senior global stakeholders, complex institutional reporting requirements, reporting platform evolution, operational risk management, and enterprise-wide process improvement. The candidate will build deeper leadership capability in strategy execution, stakeholder management, talent development, controls, automation, data governance, and client outcome management.

Job Qualifications (The ideal candidate should have the following):

• Performance Leadership: Drives execution of core reporting responsibilities, prioritizes high-impact initiatives, demonstrates resilience through operational challenges, and holds the team accountable for timely, accurate, and controlled delivery.
• Commercial Leadership: Creates positive internal and external client outcomes by improving reporting quality, strengthening stakeholder confidence, reducing operational friction, and identifying opportunities to lower cost and mitigate risk.
• People Leadership: Grows talent through coaching, performance management, training, feedback, and active participation in recruitment, development, change management, and team engagement activities.
• Thought Leadership: Influences reporting strategy through expertise, innovation, process improvement, automation opportunities, and an understanding of how local decisions impact the broader firm.
• Cultural Leadership: Sets the standard for respect, inclusion, accountability, collaboration, and recognition of behaviors that reflect AB’s values.

Qualifications, Experience, Education:

• Bachelor’s degree or equivalent combination of education and experience required; business, finance, accounting, economics, or related discipline preferred.
• 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.
• Exposure to investment data, portfolio holdings, transactions, performance, benchmarks, client deliverables, or related reporting concepts preferred.
• Working knowledge of SQL or data-querying tools preferred, with the ability to partner effectively with technology and data teams to investigate data issues, improve reporting controls, and support scalable reporting solutions.

Skills:

• 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; familiarity with workflow, reporting, data visualization, or automation tools preferred.
• Knowledge to query, analyze, and validate data using SQL or comparable tools preferred.
• 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.

Special Knowledge (if applicable):

• Data quality, workflow management, reporting platforms.
• Experience with SimCorp Coric or Vermilion reporting products preferred.