Lead Performance Reporting Analyst

Crisil; Gurugram District; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Crisil in Gurugram, India seeks a responsible analyst to support monthly and quarterly fund performance presentations for investors. You will generate backend Excel reports from internal systems, validate data, and highlight discrepancies.

The role involves analyzing performance attribution and risk metrics across portfolios, with emphasis on clear formatting for readability. You will also prepare visually appealing presentations, ensure timely communications with clients and consultants, and

Qualifications

• Experience with fund data validation and reconciliation.
• Ability to analyze performance data and present findings clearly.
• Exposure to investor reporting and DDQs is a plus.

Responsibilities

• Prepare monthly and quarterly fund performance updates for investor reporting.
• Generate backend Excel support documents from internal systems to update materials.
• Validate fund data against portfolio management systems and highlight discrepancies.
• Aggregate and analyze historical performance, risk metrics, and attribution data.
• Ensure professional formatting for clear, digestible presentations.
• Assist with DDQs and related inquiries as needed.
• Coordinate project delivery, stakeholder communications, and quality control.

Skills

Data analysis

Portfolio data

Report preparation

Stakeholder management

Presentation skills

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.

Provide support on Due Diligence Questionnaires (DDQs) as may be relevant to the project/product.

Overall project management, including service delivery, stakeholder management and quality control.