State Street

State Street

Posted via Workday

Client Reporting, Associate 2

Apply by Oct 5, 2026

Posted Sep 29, 2026

Role at a glance

Job function
Investments & Capital Markets Investment Operations
Salary
Not Disclosed
Location
Bangalore, India
Employment
Full-time

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Role Summary

AI-generated

This role prepares client investment reports and factsheets in line with SSgA brand specifications and creates customized templates. It also coordinates report requests and status updates, supports quality checks, and helps ensure work is completed accurately and on schedule.

What You'll Do

  • Process daily, weekly, and monthly client investment reports and factsheets, as well as ad hoc queries.
  • Create customized templates in Excel and PowerPoint.
  • Follow up with upstream teams and communicate report status to client-facing teams or clients as needed.
  • Support associates and perform quality checks according to procedure.
  • Monitor and prioritize group inbox requests against client deadlines, and complete the end-of-day handover to team leaders.

Generated from the employer's posting. Verify important details before applying.

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Qualifications

Experience using MS Office applications (Excel, PowerPoint, Word, and PDF); good communication and interpersonal skills; basic understanding of asset management.

Preferred

  • Basic or intermediate Financial or Asset Management Certification.
  • Proficiency in formatting and templating with Adobe packages, particularly InDesign and Illustrator.

Original job description

Content provided by the employer

Who we are looking for


Working in-line with SSgA’s brand specifications and are responsible for creating client reports, factsheets and new template designs as per the business requirements

SSgA is a global leader in asset management relied on by sophisticated institutions worldwide for their investment needs.


 

What you will be responsible for


Process Daily/Weekly/Monthly Client Investment Reports, Factsheet and Ad-hoc queries are completed with 100% accuracy
Process Daily/Weekly/Monthly Client Investment Reports, Factsheet and Ad-hoc queries are completed with 100% accuracy
Follow-up with upstream team and communicate report status with client facing team or client as necessary
Supporting and helping the associates and perform the quality check as per the procedure
Monitor and observe the Team Group Inbox and prioritize the requests as per the client deadline
Ability work under tight deadlines and capable of creating customized templates both in Excel and Powerpoint
Ensure to check and handover the EOD procedure to TLs according to the task

Minimum 2-3  Years of experience in MS Office (Excel, PowerPoint, Word, PDF)

Willingness to work in shifts


What we value

 

o    Demonstrate ability to meet tight deadlines and possess fast TAT

o    Strong attention in to detail and a focus on quality of the service

o    Ability to work independently as well as part of a team

o    Strong PC shortcut skills, specifically in MS Office (Word, Excel, PowerPoint) Adobe Packages in particular (InDesign and Illustrator) would be good to have. 


Education & Preferred Qualifications

Basic or intermediate Financial or Asset Management Certification


Primary Skills (Must Have)

Good communication and interpersonal skill

Basic Understanding of Asset Management

 

Secondary Skills (Good to Have)

 Proficiency in formatting and templating skill in Adobe Packages in particular (InDesign and Illustrator) is an added advantage

 

 Are you the right candidate? Yes!

We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don’t necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.

 

About State Street

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

Discover more information on jobs at StateStreet.com/careers

Read our CEO Statement

State Street

About the company

State Street

Large Enterprise

State Street is a leading financial services and bank holding company, headquartered in Boston, Massachusetts. With a strong focus on investment management and servicing solutions, State Street supports institutional investors worldwide by providing services such as asset management, investment research, and trading. Renowned for its commitment to innovation and sustainability, State Street leverages advanced technology and data analytics to enhance investment strategies and customer experiences. The company prioritizes diversity and inclusion within its workforce, reflecting its dedication to fostering a dynamic and collaborative environment.