Performance Reporting and Analysis

23 hours ago

Chennai India Crisil Full time

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. - Review of tasks performed by juniors, planning workflow deliverables, and handling client communication. - Overall project management, including service delivery, stakeholder management and quality control. Requirements: - Master's degree in finance / CFA / CA, with 3-6 years of experience in private markets, or the financial service industry would be preferred. - Excellent MS Excel skills (including advanced excel) and MS Power point skills. - Experienced with querying SQL and/or Snowflake databases is a must - Prior experience in managing teams and client, handling service delivery and other stakeholder management activities. - Proactive in planning and working closely with client in assessing requirements and aligning the team towards customer focus. - Effective communication skills with ability to connect with clients, over phone and email, and understand the requirements and focus on delivery. - Strong analytical rigour and ability to relate to financial markets. - Display strong attention to detail to deliver high level of accuracy and quality. - Flexibility to stretch and work towards closure of quarterly deliverables. - Self-starter and is persistent in executing the workflows to ensure closure until the end. - Proven ability to work independently and collaboratively in a fast-paced, dynamic environment.

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