Job Summary: 

• Coordinate the delivery of new reports and data sets to specification
• Update and improve existing reports and data sets based on business requirements
• Create new reports to support analysis activities across the business
• Document and interrogate data sets and reports to ensure best practice
• Take responsibility for ad hoc reporting and analysis
• Identifying problems and writing improved procedures
• Collect necessary data and prepare reports per client requirements
• Build a clear understanding of the commercial and operational terms for clients which are under one’s responsibility
• Proactively seek to improve how we operate internally and externally, with a strong “how can we do this better” approach
• Produce written documentation to support work and findings, presenting to stakeholders

Skills on Resume: 

• Report Coordination (Hard Skills)
• Report Enhancement (Hard Skills)
• Report Creation (Hard Skills)
• Data Documentation (Hard Skills)
• Ad Hoc Reporting (Hard Skills)
• Problem Identification and Procedure Improvement (Hard Skills)
• Data Collection and Reporting (Hard Skills)
• Continuous Improvement (Soft Skills)

Job Summary: 

• Take responsibility for supervising the timesheet administrator
• Collaborate with Functions, Commercial Finance Directors and Client teams to ensure the management of contract compliance and audits.
• Proactive management of the risk presented by non-compliance with client contracts in the governance of the Network at a market level
• Participate in Global Training initiatives relating to Contract Compliance Management 
• Responsible for delivering training that is targeted at market teams
• Build an understanding of the various client contract reporting requirements and communicate to the different stakeholders
• Support the business in monitoring compliance, escalate potential risks identified and build mitigation plans with the relevant stakeholders
• Support with global and local client audits
• Main point of contact for client reporting and communications with the Global Team
• Credit insurance and risk assessment process

Skills on Resume: 

• Supervisory Skills (Hard Skills)
• Collaboration (Soft Skills)
• Risk Management (Hard Skills)
• Training Delivery (Hard Skills)
• Contract Understanding (Hard Skills)
• Compliance Monitoring (Hard Skills)
• Audit Support (Hard Skills)
• Client Communication (Soft Skills)

Job Summary: 

• Responsible for client-related audit requests including analysis, production, and distribution
• Track and analyze all incoming client paper audit requests
• Take responsibility for prioritizing requests accordingly
• Leverage PIMCO's client data and systems to accurately complete audits
• Ensure quality, timeliness, and accuracy of work completed
• Participates actively as a subject matter expert or project manager
• Enhancing the portfolio event process
• Overseeing low-risk portfolio events
• Training sessions provided to other departments/internal clients
• Partnering with technology to automate business processes
• Contributes to the quality of team processes and business acumen

Skills on Resume: 

• Audit Request Management (Hard Skills)
• Data Utilization (Hard Skills)
• Quality Assurance (Hard Skills)
• Subject Matter Expertise (Hard Skills)
• Event Management (Hard Skills)
• Process Improvement (Hard Skills)
• Prioritization Skills (Soft Skills)
• Training and Development (Soft Skills)

Job Summary: 

• Manage the onshore and offshore combined efforts in manually producing quarterly ESG/RI reports
• Report template management, liaising with client-facing teams and presentations
• Production and oversight of the quarterly production logs.
• Co-ordination of the manual distribution process performed in the offshore team (Pune)
• Liaising with key internal contacts including Client Services and Presentations and ESG/RI teams
• Attending production meetings
• Testing of any system enhancements that may be introduced to the process.
• Maintenance and production of accurate and up-to-date procedures
• Take a lead role in problem-solving and change initiatives, proactively offering and delivering solutions
• Take a lead role in cross-training across the team to provide cover and support
• Take a lead role in post-production reviews (post mortems) to correct problems and speed up delivery times

Skills on Resume: 

• Project Management (Hard Skills)
• Report Management (Hard Skills)
• Production Oversight (Hard Skills)
• Stakeholder Management (Soft Skills)
• Meeting Facilitation (Soft Skills)
• System Testing (Hard Skills)
• Procedure Maintenance (Hard Skills)
• Problem-Solving and Initiative (Soft Skills)

Job Summary: 

• Integrating multiple data sources and mapping to the new templates
• Testing the automated process
• Deliver client reporting following deadlines and business requirements
• Ensuring the accuracy of reporting and coordinating with a range of stakeholders
• Document maintenance including drafting and review of correspondence templates
• Ensuring templates are reviewed regularly and meet regulatory requirements, retention of signoff and supporting documentation
• Ensuring client expectations and internal KPIs are met
• Monitoring and updating internal procedures and identifying areas for documentation improvement
• Staying informed on industry developments and actively demonstrating curiosity and initiative to learn
• Contributing to building repeatable, consistent processes to reduce risk and ensure operational efficiency
• Maintains a commitment to quality and attention to detail, ensures that all work is completed accurately and on time

Skills on Resume: 

• Data Integration and Mapping (Hard Skills)
• Process Testing (Hard Skills)
• Client Reporting (Hard Skills)
• Accuracy and Coordination (Hard Skills)
• Document Management (Hard Skills)
• Compliance and Regulatory Knowledge (Hard Skills)
• Performance Management (Hard Skills)
• Process Improvement and Industry Awareness (Hard Skills)

Job Summary: 

• Be devoted to production support, where they will be involved in the following activities
• Preparing and reviewing custom reports on a monthly, quarterly, or ad-hoc basis.
• Reconciling data between internal accounting and reporting systems.
• Data analysis and quality control regarding projects and department enhancements.
• Respond to ad-hoc requests, issue resolution, and provide answers to advisor/associate inquiries.
• Support offshore team at AXA-Business Services.
• Take responsibility for updating process documents
• Assist the team with more general client reporting tasks
• Report any suspected breaches to the Compliance or Legal departments, as appropriate immediately on discovery.

Skills on Resume: 

• Production Support Expertise (Hard Skills)
• Data Reconciliation (Hard Skills)
• Custom Reporting (Hard Skills)
• Data Analysis (Hard Skills)
• Client Reporting (Hard Skills)
• Process Documentation (Hard Skills)
• Issue Resolution (Hard Skills)
• Compliance Awareness (Soft Skills)

Job Summary: 

• Manage and deliver scheduled and ad hoc client rebate reporting and analytics
• Provide accurate and timely rebate analysis in response to client queries
• Engage directly with Account Management and/or Clients regarding client queries
• Establish and maintain effective relationships with internal and external partners and customers while balancing all constituent needs
• Predict emerging customer needs and develop innovative solutions to meet them
• Align and understand specific client segment needs
• Provide status updates with senior leadership and stakeholders
• Participate in the development of business strategy
• Identifying and discussing any perceived gap(s) in operations/business processes
• Recommending improvements relative to risk and/or efficiencies

Skills on Resume: 

• Analytical Skills (Hard Skills)
• Communication Skills (Soft Skills)
• Relationship Management (Soft Skills)
• Problem-Solving Skills (Hard Skills)
• Client Understanding (Soft Skills)
• Strategic Thinking (Hard Skills)
• Process Improvement (Hard Skills)
• Leadership and Collaboration (Soft Skills)