Investor Reporting Analyst

Crisil; Maharashtra; On-site; INR 800,000 - 1,100,000; Full time

Job summary

Crisil is seeking a data- and presentation-focused professional to support investor reporting and performance analysis. You will prepare monthly and quarterly materials derived from internal systems, validate data, and generate supporting Excel documents to ensure accuracy and readability for clients and prospects.

The role requires comfort with SQL and Python to automate data processing, along with a focus on clear, professional presentations and timely communication with stakeholders.

Qualifications

• Experience extracting and validating data from internal systems.
• Ability to use SQL and Python for data processing and automations.
• Familiarity with investor reporting and portfolio performance analysis.

Responsibilities

• Prepare monthly and quarterly fund performance updates for investors.
• Generate backend Excel support documents from internal systems.
• Validate fund data against internal systems and flag discrepancies.
• Aggregate and analyze historical performance and risk metrics across portfolios.
• Analyze performance attribution data in the context of market conditions.
• Format presentations to be clear and presentation-ready.

Skills

SQL

Python

Data analysis

Investor reporting

Tools

Portfolio management systems

Job description

• Periodical updates to fund performance presentation materials, prepared for investor reporting purposes, on monthly and quarterly basis.
• Generating backend excel support document from internal portfolio management systems for the purpose of updating the materials.
• Validation of fund data against the internal portfolio management systems and highlighting differences and discrepancies.
• Aggregate and analyze relevant data, encompassing historical performance, risk metrics, allocation changes and other quantitative metrics about various portfolios.
• Analyze performance attribution data across funds, on the backdrop of financial markets environment and understanding its impact on returns.
• Ensure the best standards of formatting, with an objective to present material in a clear and digestible format.
• Address any legal or compliance-related comments that arise during the review process.
• Prepare visually appealing and professional presentations, with investors readability and accessibility in mind.
• Ensure timely and accurate communication with clients, prospects, and consultants.
• Identify and implement efficiencies in the marketing materials process by continuously assessing areas for improvement.
• Any other ad hoc tasks.
• Overall project management, including service delivery, stakeholder management and quality control.
• Ability to work with SQL and Python comfortably