Vice President - Reporting & Performance - APAC

VP, Reporting and Performance (APAC, Lead India)

About the firm:

Our client is a leader among global investment managers specializing in alternative investments with offices worldwide.

Role:

- The Vice President will be responsible for launch and oversight of R&P's newly formed Asia-Pacific ("R&P APAC") team comprised of current employees and third-party consultants located in Hyderabad.

The Vice President will serve in a key lead capacity which includes, but not limited to the following:

(i) Produce analyses and reports as an individual contributor;

(ii) Manage a Hyderabad-based team of analysts; and (iii) provide supervisory support to third-party consultants. One of the key criteria for success will be transitioning production from the U.S. and the U.K. to be undertaken by the R&P APAC team.

- The successful candidate will partner with the R&P senior leadership to expand and manage R&PAPAC team operations, cultivating a high-performing team which delivers timely, high-quality reports and analyses to all stakeholders in alignment with R&P global standards.

- The Vice President will ensure the team complies with SLAs, monitor team KPIs, and continually works to enhance operational workflows, internal controls, team training and the automation of the reporting suite.

Responsibilities:

Reporting & Analysis:

- Oversee the timely and accurate production and delivery of analyses, dashboards and reports for the firms' portfolios on a recurring and ad-hoc basis globally to the portfolio management, current and prospective investors, consultants, and other stakeholders globally;

- Compile data and update portfolio quantitative reports monthly, quarterly, and annually.

- Create bespoke analyses leveraging existing resources to respond to ad hoc requests from current and prospective investors, including those required for requests for proposals (RFPs)

- Lead the R&P team's fundraise support activities across strategies, ensuring successful and timely completion and delivery of requested data

- Serve as a subject matter expert on the company's portfolio reporting and resource to R&P APAC and organizational partners globally; and

- Master in-house system technology to learn to source data and create new data extracts to efficiently respond to data requests.

Technology Enablement:

- Utilize Python, SQL and/or data visualization tools (e.g., Power BI) to manage and manipulate large data sets, and create standardized reports or dashboards; and

- Lead the implementation of process changes, automated reports and technology systems to generate standard and recurring investor reporting as well as dynamic performance and portfolio metrics and insights.

Partnership & Innovation:

- Collaborate and manage relationships with organizational partners to produce and advance R&P deliverables, who include: Investment/Portfolio Management Team, Product Specialists, Investor Relations, Marketing and business development, Accounting, IT, and Compliance;

- Identify and capture opportunities to create superior data solutions and build efficiencies through process and technological improvements;

- Lead team and region-wide tactical projects through collaboration with other team members and key stakeholders; and

- Evolve strategy and portfolio reporting suite in response to, and in anticipation of, new strategies, investor needs and industry trends in concert with R&P senior leadership.

Team Leader & Management:

- Hire, develop and manage staff in alignment with R&P standards, including providing or coordinating new hire and continuing education training, clearly setting performance expectations and ensuring a continuous feedback loop around such;

- Manage the resourcing requirements and staffing model (assignments, primary and backup coverage, etc.) of the R&P APAC team to ensure appropriate and scalable coverage of the firms' strategies and reporting programs;

- Proactively monitor the performance of the R&P APAC team through quantitative measures and input from internal constituents regarding the quality of the team's deliverables, incorporating insights/feedback into team routines and/or new processes or tools; and

- Drive R&P APAC team vision-setting in alignment with and support of global R&P and broader mission and objectives, instilling a culture of excellence and innovation at all levels.

Qualifications:

- 10+ years of experience at an asset management company (preferably targeting institutional investors), investment bank or other financial services company

- 6+ years of experience managing both operations and personnel

- Deep knowledge of alternative investments broadly as well as specific knowledge of relevant reporting/dashboard outputs and metrics including performance reporting, risk metrics and portfolio characteristics

- Experience utilizing Python, SQL and/or data visualization tools (e.g., Power BI)

- Outstanding communication skills to work cross-functionally and at all levels internally

- Basic understanding of project management software such as Jira, Confluence a plus

- Basic understanding of accounting principles and concepts.

Education:

- Bachelor's degree required. Chartered Accountant license and/or CFA/MBA finance a plus.

Reporting:

- SVP, Reporting and Performance

Location: Hyderabad