Client Reporting Team Leader

2 weeks ago


Cape Town, Western Cape, South Africa Conova Recruitment Full time

The Client Reporting Team Leader is required to oversee the production of Client Report backs, Global Quarterly Investment Reports, and Sustainability Reports.

Their primary focus is delivering timely and accurate reports and being able to manage a high-volume workflow, prioritising client deadline work and liaising with a range of internal stakeholders at all levels to produce high quality reports.


The Team Leader should be the first point of contact/escalation for all top-level queries and issues, this includes managing stakeholders across the business.

They are expected to continually identify and update procedures with a view to reduce risk, increase efficiencies in process and accommodate change to client demands, or in response to industry change.


As a Client Reporting Team Leader, you will:

  • Oversee the production and distribution of reporting deliverables
  • Manage team performance with regards to key measures
  • Ensure daily control procedures are adhered too
  • Provide support and guidance to the team and facilitate teamwork
  • Manage team and individual performance (i.e. contracting, feedback, addressing nonperformance)
  • Identify team and individual training gaps and facilitate training / solutioning
  • Operational and capacity planning (coordination of team functions, leave, etc.)
  • Identify trends and address issues proactively
  • Develop process improvement solutions
  • Manage quality of work
  • Resolve escalated client queries, issues, and complaints
  • Manage relationships with stakeholders
  • Represent in adhoc project forums, etc.
  • A business / commercial degree with related industry experience
  • Minimum 3 years experience of managing a team
  • Experience in dealing with both team and stakeholders based in multiple global locations
  • Excellent business writing skills
  • Strong knowledge of transfer processes and requirements
  • Experience working with complex datasets
  • System Skills:
- o VBA/ Excel/ MS Office tool development (Advanced)
- o PowerPoint (Advanced) including linked slides and Excel objects

  • Experience of formatting documents to corporate style
  • Seismic (Desirable) or other contentmanagement tools
  • SQL (SQL Server) (Desirable)


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