Investor Reporting Analyst

Crisil; Mumbai; On-site; INR 800,000 - 1,200,000; Full time

Job summary

Crisil in Mumbai seeks a capable professional to prepare periodical investor reporting materials, update fund performance presentations, and back these with robust data from internal systems.

You will validate data, perform portfolio analytics, and ensure presentations are clear, compliant, and accessible for clients and consultants through timely communication.

Qualifications

• Experience preparing investor reporting materials.
• Experience with SQL and Python.
• Strong data analysis of performance and risk metrics.
• Excellent presentation formatting and clarity.
• Ability to manage stakeholders and ensure quality.

Responsibilities

• Prepare fund performance materials monthly and quarterly.
• Generate backend Excel support documents.
• Validate fund data against internal systems and highlight discrepancies.
• Aggregate and analyze data on portfolios, including historical performance and risk metrics.
• Analyze performance attribution data and its impact on returns.
• Prepare visually appealing investor presentations with readability and accessibility in mind.
• Ensure timely communication with clients, prospects, and consultants.
• Identify efficiencies in the marketing materials process.
• Manage overall project delivery, stakeholder management and quality control.
• Address legal/compliance comments during reviews.
• Handle ad hoc tasks as needed.

Skills

SQL

Python

Project management

Stakeholder management

Data analysis

Tools

Excel

PowerPoint

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