Lead Performance Reporting Analyst

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

Job summary

Crisil in Pune seeks a detail-oriented professional to support investor reporting and portfolio analytics. You will prepare monthly and quarterly fund performance materials, generate backend Excel support documents, and validate data against internal portfolio systems.

The role focuses on data aggregation, performance attribution analysis, clear formatting, and timely communication with clients and consultants.

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.