Performance Reporting Analyst

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

Job summary

Crisil in Mumbai, India seeks a skilled professional to manage fund performance materials and investor presentations, coordinating monthly and quarterly updates with portfolio systems and finance data sources. You will validate data, analyze performance attribution, and ensure clear formatting for readability, while maintaining compliance and delivering timely communications to clients and consultants.

This role emphasizes process improvements, stakeholder management, and end‑to‑end project

Responsibilities

• 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.

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.