Performance Reporting Analyst

Crisil; Pune District; Presencial; INR 350 000 - 550 000; Tempo integral

Resumo da oferta

Crisis in Pune seeks a detail-oriented analyst to support investor reporting and fund performance presentations. You will manage monthly/quarterly updates, ensure data accuracy from internal systems, and produce professional materials for clients and consultants.

You will validate data, analyze performance metrics, and coordinate with stakeholders to drive efficient workflows and timely communications. Proficiency in Excel and PowerPoint is essential.

Qualificações

• Experience in financial data analysis and data validation.

Responsabilidades

• Periodical updates to fund performance presentation materials for investor reporting on a monthly and quarterly basis.
• Generate backend Excel support documents from internal portfolio management systems to update materials.
• Validate fund data against internal systems and highlight discrepancies.
• Aggregate and analyze data including historical performance, risk metrics, and attribution across portfolios.
• Prepare visually appealing investor presentations with clear formatting and readability.
• Ensure timely communication with clients, prospects, and consultants; address compliance comments.
• Identify efficiencies in the marketing materials process and manage ad hoc tasks.
• Provide overall project management including service delivery, stakeholder management and quality control.

Conhecimentos

Data analysis

Advanced Excel

Portfolio management

PowerPoint

Stakeholder communication

Ferramentas

Portfolio systems

Descrição da oferta de emprego

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.