Reporting Specialist (12 Month Fixed Term Contract)
Russell Investments
29d ago


Reporting Specialist (12 month Fixed Term Contract)

Role Summary

The Global Performance and Reporting team within Global Operations delivers performance measurement and client and fund reporting services across Russell’s global products and client bases.

This role will be a part of a team tasked with consolidating reporting activities across Russell and implementing a standardized operating model, using in-

house and outsourced solutions, to offer consistent high level service. The reporting specialist will be responsible for the delivery of reports to retail fund client service, institutional client service and investment manager teams and will play an important role in establishing and improving the reporting function.

The responsibilities of the individual in this position include :

  • Ensure timely and accurate delivery of reports, reduce error rates and mitigate risks through the adoption of appropriate controls, process documentation and cross training
  • Understand and manage the delivery of reports, balancing conflicting demands appropriately
  • Understand the risks associated with each report and appropriately mitigate those risks
  • Create standards and run governance process to maintain those standards
  • Collaborate across the Global Performance & Reporting team to ensure standards are reasonably consistent
  • Assess the reasonability of report content : ensure the complete package makes sense
  • Maintain an awareness of relevant regulatory guidelines and apply them to the workload and collaborate with legal / compliance teams to ensure that reporting content is compliant with industry standards and local regulations
  • Assist in maintaining accuracy and timeliness metrics and in providing feedback on vendor
  • Collaborate with business partners to establish reporting standards which ensure efficient production of reports. Hold business partners accountable to reporting standards
  • Guide the reporting process for a large number of diverse reports
  • Think concisely about all reports within purview and communicate succinct instructions
  • Be a "go to" resource for internal clients when considering changes to existing reports or developing new reports
  • Proactively set expectations and manage deadlines for report modifications in line with vendor or internal change SLAs
  • Prioritize resources to continuously improve output, while diligently balancing own workload
  • Actively manage key vendor relationships to ensure an appropriate level of service delivery in line with agreed service levels and KPIs
  • Manage and execute projects by working with internal parties to understand the scope, requirements and timeline for the implementation of new reports
  • Structure, oversee and manage projects to meet agreed upon deadlines
  • Work with sources for data and commentary to positively influence the quality and timeliness of reporting
  • Partner with various individuals / teams across Russell to source content provided in reports
  • Validate the presence and accuracy of data prior to use within a report
  • Work to resolve queries arising from clients, and other key stakeholders regarding the Russell funds
  • Assist with the management of various internal systems utilized for reporting
  • Manage and execute projects by working with internal parties to understand the scope, requirements and timeline for the implementation of new reports
  • Structure, oversee and manage projects to meet agreed upon deadlines
  • The successful candidate will have extensive demonstrable skills and experiences including the following :

  • Previous experience in a reporting role of this nature within Asset Management if preferred
  • Good at delivering clear and concise messages, both verbally and in writing
  • Proficient at creating new standards for processes and services that increase overall performance for the business and continues to raise the bar as long as improvements create economic value.
  • Deep understanding of the clients' business design, relevant markets, and industry.
  • Awareness of industry trends and regulatory changes that will impact reporting.
  • Familiarity with general performance reporting concepts.
  • Understanding and experience of reporting service standards across the industry.
  • Awareness and experience of vendors and tools available for fund reporting.
  • Strong understanding and experience of data management and technology used to support reporting
  • Excellent powerpoint skills and strong excel skills
  • Russell Overview

    Russell Investments is a global financial services firm that serves institutional investors, financial advisors and individuals working with their advisors in more than 40 countries.

    Founded in 1936, Russell Investments is one of only a few firms that offers actively managed multi-asset portfolios and services that include advice, investments and implementation.

    With core capabilities extending across capital market insights, manager research, asset allocation, portfolio implementation and factor exposures Russell Investments stands with clients to achieve their desired investment outcomes.

    A pioneer, Russell Investments began its strategic pension fund consulting business in 1969 and today is a consultant to some of the largest pools of capital in the world.

    With four decades of experience researching and selecting investment managers, meeting annually with more than 2,200 managers around the world, Russell Investments is well-

    known worldwide for its investment advice.

    Headquartered in Seattle, Washington, Russell Investments operates globally with 21 offices (as of August 2016) across the world, providing Investment Services in the world’s major financial centers, including London, Paris, Amsterdam, Sydney, Tokyo, Shanghai, San Diego and New York.

  • Russell Investments offers a competitive compensation and benefit package to associates including : medical, vision and dental coverage;
  • a profit-sharing retirement plan; sabbatical leave every 10 years; and tuition assistance. Most importantly, Russell Investments offers a work environment where respect for the individual and teamwork are part of our fundamental values.

    As an Equal Opportunity Employer, Russell Investments supports workforce diversity.

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