Lead Analyst - Investor Reporting

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

Job summary

A leading global private markets asset manager is seeking a Lead Analyst to support the Investor Reporting team. The role involves updating performance presentation materials, analyzing performance data, and managing client communications. The ideal candidate has a Master’s degree in finance or equivalent, with 7-10 years of relevant experience and strong analytical skills. This full-time position focuses on business development and sales within the IT services sector.

Qualifications

• 7-10 years of experience in private markets or financial service industry preferred.
• Prior experience in managing teams and client interactions.
• Flexibility to work towards time-sensitive deliverables.

Responsibilities

• Update fund performance presentation materials for investor reporting.
• Generate backend excel support documents.
• Analyze performance attribution data across funds.

Skills

Advanced MS Excel

MS Power Point

Team management

Effective communication

Analytical skills

Attention to detail

Proactive planning

Education

Master’s degree in finance / CFA / CA

Job description

Apply for the Lead Analyst role at Crisil

Support the Investor Reporting team of a leading global private markets asset manager.

Key Responsibilities

• Periodical updates to fund performance presentation materials, prepared for investor reporting purposes, on monthly and quarterly basis
• Generate backend excel support document from internal portfolio management systems for the purpose of updating the materials
• Validate fund data against the internal portfolio management systems and highlight 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
• Respond to due diligence questionnaires (DDQs) and investor inquiries, update investor portals, and handle ad‑hoc requests from investors/LPs, internal teams as well as external consultants
• Draft responses to RFPs, including coordinating with internal teams as needed; ensure adherence to timelines while sharing the final documents
• Ensure the best standards of formatting are met, stay updated with any changes to underlying templates; objective would be to present material in a clear and digestible format and in line with clients’ bespoke requirements
• 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 for self as well as juniors on the team
• Identify and implement efficiencies in the marketing materials process by continuously assessing areas for improvement
• Provide support and guidance to team members on any other ad‑hoc tasks that come up
• Review of tasks performed by juniors, planning workflow deliverables, and handling client communication
• Overall project management, including service delivery, stakeholder management and quality control
• Work with other internal departments, such as legal / compliance, finance, and others, to gather information and ensure reports are comprehensive and accurate

Qualifications

• Master’s degree in finance / CFA / CA, with 7-10 years of experience in private markets, or the financial service industry would be preferred
• Excellent MS Excel skills (including advanced excel) and MS Power Point skills
• Prior experience in managing teams and client, handling service delivery and other stakeholder management activities
• Proactive in planning and working closely with client in assessing requirements and aligning the team towards customer focus
• Effective communication skills with ability to connect with clients, over phone and email, and understand the requirements and focus on delivery
• Strong analytical rigour and ability to relate to financial markets
• Display strong attention to detail to deliver high level of accuracy and quality
• Flexibility to stretch and work towards closure of time‑sensitive deliverables and provide oversight and guidance as needed
• Self‑starter and is persistent in executing the workflows to ensure closure until the end for self as well as the team
• Proven ability to work collaboratively in a fast‑paced, dynamic environment

Job Details

• Seniority Level: Mid‑Senior level
• Employment Type: Full‑time
• Job Function: Business Development and Sales
• Industries: IT Services and IT Consulting