Investment Reporting Analyst

4 weeks ago

Parel, India Qode Full time

Role Overview:


The Investment Reporting Analyst will manage client investment reporting, portfolios, and dashboards while ensuring accuracy and timely delivery. The role supports performance analysis, investor communication, and process improvements.


Key Responsibilities:

  • Manage client investment accounts and prepare regular updates for RMS of the client.

  • Maintain, review, and update client reports accurately and on time.

  • Track account margins and help in deployment of excess funds in line with company policies.

  • Assist in fee calculations, quarterly performance reports, and investor communications.

  • Prepare and format pitch decks for client and internal presentations.

  • Coordinate with finance and cross-functional teams to ensure smooth operations.

  • Prepare MIS reports for internal management review.

  • Update client dashboards and summary reports.

  • Identify and contribute to process improvements in reporting and operations.

  • Use technology tools (Excel, PowerPoint, and other reporting platforms) to automate and enhance outputs.

  • Stay updated on market developments and financial insights relevant to client portfolios.



Requirements


Skills & Qualifications:

  • Bachelors degree in Finance, Accounting, Economics, or related field (freshers welcome).
  • 0–1 year of experience in finance, accounts, or reporting (internship experience accepted).
  • Knowledge of financial markets, including options and derivatives.
  • Good communication and presentation skills.
  • Proficiency in MS Excel (must) and willingness to learn reporting tools.
  • Strong attention to detail with a willingness to learn and grow.
  • Ability to work in a team environment and manage tasks within deadlines.



Benefits
  • Stocked Snack Drawer: Enjoy a variety of snacks to keep you energized through the day
  • Prime Location: Our office is well-connected and within walking distance from the railway station
  • Young, Driven Team: Collaborate with a sharp, motivated, and intellectually curious peer group
  • Clean, Well-Maintained Workspace: Simple, quiet, and conducive to focused, high-quality output.



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