Lead Performance Reporting Analyst

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

Job summary

Crisil in Mumbai seeks a data analytics professional to support investor reporting by updating fund performance materials and generating backend Excel support from internal systems. You will validate fund data, analyze historical performance and risk metrics, and ensure clear, compliant formatting for client presentations.

The role involves DDQ support, stakeholder coordination, and ongoing process improvements, with emphasis on accuracy and readability in investor materials.

Qualifications

• Experience in extracting data from internal portfolio management systems.
• Proficiency with SQL for data extraction and validation.
• Strong Excel skills for backend support documents.
• Ability to prepare clear, investor-facing presentations.
• Experience with due diligence questionnaires (DDQs) is a plus.
• Attention to formatting standards and data accuracy.

Responsibilities

• Periodical updates to fund performance presentation materials, prepared for investor reporting on monthly and quarterly basis.
• Generating backend Excel support document from internal portfolio management systems for updating materials.
• Validation of fund data against internal portfolio management systems and highlighting differences.
• Aggregate and analyze data, including historical performance, risk metrics, allocation changes, and other quantitative metrics.
• Analyze performance attribution data across funds and its impact on returns in financial markets context.
• Ensure best formatting standards, presenting material in a clear, digestible format.
• Address any legal or compliance comments arising during reviews.
• Prepare visually appealing and professional presentations for investor readability and accessibility.
• Ensure timely and accurate communication with clients, prospects, and consultants.
• Identify and implement efficiencies in the marketing materials process; continuous improvement.
• Provide support on Due Diligence Questionnaires (DDQs) as relevant to the project/product.
• Overall project management, including service delivery, stakeholder management and quality control.
• Write/update/reuse SQL queries for data extraction.
• Any other ad hoc tasks.

Skills

Data analysis

SQL

Excel

Portfolio data management

Stakeholder management

Presentation skills

Tools

SQL

Excel

PowerPoint

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.

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.

Write/update/reuse SQL queries for data extraction

Any other ad hoc tasks.