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  • Barclays Global Investors transformed the investment industry by creating the first index strategy in 1971 and the first quantitative active strategy in 1978. After more than three decades — and with one of the best long-term track records of any active manager — they remain a leader in creating investment solutions that consistently deliver on their promise. This success has helped them become one of the largest asset managers in the world.
    Successful Search: Head of Client Reporting

    The Client Reporting Group is the provider of account and fund information to all of BGI’s clients, custodian banks, trustee banks, and consultants. Reporting information includes many data elements, such as client holdings, fund characteristics, unit values, transaction activity, crossing statistics, security lending and fund performance. CRS supports the delivery of client and fund data through barclaysglobal.com, daily production via CRS (Client Reporting System), custom reports, and responds to requests from both internal and external clients.

    This position has direct responsibility for defining and executing the strategic vision of the group in conjunction with establishing key partnerships with internal groups to fulfill the needs of their business as it pertains to reporting. Has direct responsibility for motivating, mentoring, and providing leadership within the organization. Works cooperatively and in partnership with their counterparts and various levels of management within the organization. Ensures the service and support provided is timely, accurate, and professional. Actively involved in the efforts to develop further automation opportunities and has solid working relationship with Client Technology for both daily production and development needs.