Operations Specialist (Client Reporting, AVP)

Posted 22 Days Ago
Be an Early Applicant
Park, MI, USA
In-Office
Senior level
Fintech • Financial Services
The Role
Manage analysis, development and production of complex client and regulatory reports. Support projects, handle client inquiries, maintain VBA solutions and build Python automation for reporting and PowerPoint generation, collaborating with front office and stakeholders under tight deadlines.
Summary Generated by Built In
Job Description:

Job Title: Operations Specialist (Client Reporting, AVP)

Location: Bangalore, India

Corporate Title: AVP

Python (Developer)

About DWS

Markets offer both risks and opportunities. At DWS, you can join a leading global company that promotes responsible investing and innovation. We seek creative thinkers to secure our clients' financial future. Join our mission and work with industry leaders. Take this chance for an extraordinary career and invest in your future.

The Global Reporting & Performance Measurement department, part of the COO function, provides customer-specific and regulatory reports for the entire DWS business field.

You will be responsible for the analysis, development, and production of complex customer reports, customer inquiries, and related activities. They play a crucial role in enabling communication between function teams, sharing knowledge and business practices, and developing process and performance efficiency. Also builds and maintains relationships with the front office and other internal and external parties, especially for time-sensitive, complex, or regulatory tasks. They establish a trusting relationship with customers, adhere to standards, and are available for customers, especially in critical times.

What we’ll offer you:

As part of our flexible scheme, here are just some of the benefits that you’ll enjoy

  • Best in class leave policy
  • Gender neutral parental leaves
  • 100% reimbursement under childcare assistance benefit (gender neutral)
  • Sponsorship for Industry relevant certifications and education
  • Employee Assistance Program for you and your family members
  • Comprehensive Hospitalization Insurance for you and your dependents
  • Accident and Term Life Insurance
  • Complementary Health screening for 35 yrs. and above

Tasks:

  • Recording, feasibility check, analysis, and implementation of new reporting requirements
  • Support and representation of the Client Reporting department in projects
  • Collaboration with front office areas in the further development of existing and new reports
  • Handling inquiries and complaints from clients and internal departments
  • Data analysis for the purpose of feasibility studies and functional specification of new reports
  • Building and maintaining relationships with internal clients (e.g. front office) to serve as a point of contact within the operations function team, especially for time-sensitive or complex tasks
  • Maintain and enhance existing VBA solutions while progressively migrating eligible functionality to Python.
  • Own the development of Python automation solutions to transform client reporting processes, driving greater efficiency and data accuracy.
  • Design and implement Python-based automation for the generation of monthly and quarterly Powerpoint presentations including investment strategy updates, market information, economic outlooks, operational matters, and investment portfolio updates.

Your skills and experience:

  • Excellent knowledge of MS Excel VBA and Access, as well as Python and SQL required, PowerPoint is also desirable.  Comfortable working across VBA and Python for Excel, PDF, and PowerPoint reporting automation.
  • Exposure to investment reporting/accounting/finance (particularly fixed income) background is desired, solid knowledge of risk and performance metrics is preferred.
  • High level of initiative, independent and structured working style, ability to work under tight deadlines.
  • Understanding of Asset Management Operations preferred, but not mandatory.
  • Good understanding of process SLA’s/KPI’s and experience in stakeholder handling.
  • Attention to detail, effective written and verbal communication skills, responsiveness to clients, deadline-focused, ability to manage the efficient and effective use of internal resources.
  • Knowledge & usage of applications like Aladdin and Bloomberg would be an added advantage.
  • Ability to analyze data to determine root cause of problems.
  • Good communication and interpersonal skills.
  • Ability to take ownership, priorities work and manage time effectively.
  • Results-oriented, motivate team members, retain top talent and development, etc.
  • Team-player and flexibility in working hours.
  • Excellent team skills and social competence.

How we’ll support you:

  • Training and development to help you grow in your career.
  • Coaching and support from experts in your team
  • A culture of continuous learning to aid progression
  • A range of flexible benefits that you can tailor to suit your needs

About us and our teams

Please visit our company website for further information:

https://www.db.com/company/company.html

We at DWS are committed to creating a diverse and inclusive workplace, one that embraces dialogue and diverse views, and treats everyone fairly to drive a high-performance culture. The value we create for our clients and investors is based on our ability to bring together various perspectives from all over the world and from different backgrounds. It is our experience that teams perform better and deliver improved outcomes when they are able to incorporate a wide range of perspectives. We call this #ConnectingTheDots.

Skills Required

  • MS Excel VBA
  • Microsoft Access
  • Python programming
  • SQL
  • PowerPoint (reporting/automation)
  • Exposure to investment reporting/accounting/finance (particularly fixed income)
  • Knowledge of risk and performance metrics
  • Understanding of process SLAs/KPIs and stakeholder handling
  • Familiarity with Aladdin and Bloomberg
  • Strong analytical, communication, and time-management skills

Deutsche Bank Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Deutsche Bank and has not been reviewed or approved by Deutsche Bank.

  • Healthcare Strength Health coverage is positioned as comprehensive, spanning multiple medical plan options along with dental, vision, prescription coverage, life insurance, and disability protection.
  • Leave & Time Off Breadth Time away is described as generous, including annual leave, sick leave, public holidays, wellbeing leave, volunteering leave in some regions, and expanded bereavement leave in certain locations.
  • Retirement Support Retirement support is presented as a matched savings plan (401(k)), reinforcing longer-term financial security as part of the rewards package.

Deutsche Bank Insights

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The Company
HQ: Frankfurt am Main
68,787 Employees

What We Do

At Deutsche Bank, we give original thinkers the space and support they need to shine. Merging local knowledge with global vision, in-depth insight with industry-leading digital expertise, if you’re an innovator by nature, we can help you to unleash your potential. We see things differently at Deutsche Bank – and we’re proud of our fresh perspective. Today, we’re driving growth through our strong client franchise, investing heavily in digital technologies, prioritising long-term success over short term gains, and serving society with ambition and integrity. Wherever your interests lie – in investment banking, trading, private wealth, asset management, retail banking - or many of the infrastructure functions that support them – you’ll discover resources, training and opportunities designed to keep you ahead of the curve. Intelligence has no boundaries: we welcome high-achieving, talented individuals from any background. If you’re full of imagination, enjoy solving problems and respond positively to complex challenges, discover a career to look forward to and join us!

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