Investment Reporting Analyst

3 weeks ago


Mumbai, Maharashtra, India Apollo Global Management, Inc. Full time

About the Role

Apollo Global Management, Inc. is seeking a highly skilled Investment Reporting Analyst to join its Insurance Solutions Group International (ISGI) Investment Reporting Team. This team provides critical support to insurance clients and portfolio companies managed by Apollo, and the successful candidate will play a key role in the preparation of investment reporting, portfolio monitoring, and investment performance calculation.

Key Responsibilities

  • Assist in the preparation of investment decision information and bespoke analyses, utilizing strong data management skills to gather and transform data from multiple source systems.
  • Ensure data quality through oversight, standardization, governance, and automation, utilizing tools like Collibra or in-house built SQL queries.
  • Apply analytical skills to solve complex business problems and identify common themes and solutions, analyzing reported investment numbers to flag modelling issues and data inconsistencies.
  • Provide support for ISGI's weekly, monthly, and quarterly portfolio monitoring processes and ongoing analytics to track the strategic asset allocation and performance.
  • Produce routine portfolio performance reports, including AUM calculations and risk analytics, with a focus on process improvement and automation.

Requirements

  • A minimum of 3-7 years of experience in a Financial Services or Asset Management industry.
  • Proficiency and exposure across liquid fixed income markets and synthetic derivative instruments.
  • Experience of independently performing detailed analysis that highlights portfolio risk and deep understanding of financial modelling.
  • Proficient in data management/manipulation, data analysis, reporting, presentations, and database management (advanced excel & VBA, Power Point, SQL, Python).
  • Excellent organizational skills, flexibility to balance multiple tasks simultaneously, and capacity to work in a fast-paced and high-pressure team environment.

About Apollo Global Management, Inc.

Apollo Global Management, Inc. is a leading global alternative investment manager with a commitment to delivering innovative investment solutions to its clients. With a focus on three investing strategies - yield, hybrid, and equity - Apollo seeks to provide its clients with excess return at every point along the risk-reward spectrum. The company's patient, creative, and knowledgeable approach to investing aligns its clients, businesses, employees, and the communities it impacts, to expand opportunity and achieve positive outcomes.



  • Mumbai, Maharashtra, India Apollo Global Management, Inc. Full time

    Apollo Global Management, Inc. is seeking an experienced Investment Reporting Analyst to join its Insurance Solutions Group International (ISGI) team.About ApolloApollo is a leading global alternative investment manager with a strong track record of delivering excess returns to clients across various asset classes.We are committed to helping our clients...

  • Investment Analyst

    4 weeks ago


    Mumbai, Maharashtra, India H133 PineBridge India Private Limited Full time

    Job Title: Senior Investment AnalystAbout the Role:We are seeking a highly skilled Senior Investment Analyst to join our team at H133 PineBridge India Private Limited. As a key member of our investment team, you will be responsible for conducting in-depth research and analysis to identify investment opportunities in the Indian small-cap market.Key...


  • Mumbai, Maharashtra, India Alphaplus Capital Advisors Full time

    Senior Investment AnalystAt Alphaplus Capital Advisors, we are seeking a highly skilled Senior Investment Analyst to join our team. The ideal candidate will have a strong background in economic and investment theory, with a proven ability to interpret equity data and macroeconomic trends.Key Responsibilities:Identify patterns and trends in current market...


  • Mumbai, Maharashtra, India Alphaplus Capital Advisors Full time

    Senior Investment AnalystAt Alphaplus Capital Advisors, we are seeking a highly skilled Senior Investment Analyst to join our team. The ideal candidate will have a strong ability to interpret equity data and macroeconomic trends, as well as be educated in economic and investment theory. The incumbent will be responsible for identifying patterns and trends...

  • Investment Analyst

    2 weeks ago


    Mumbai, Maharashtra, India Apollo Global Management, Inc. Full time

    About the RoleApollo Global Management, Inc. is seeking a skilled Investment Analyst to join our team. This is a unique opportunity to work with a leading alternative asset manager and contribute to the success of our investment grade fixed income investments.Key ResponsibilitiesConduct fundamental financial statement analysis and credit research to enhance...


  • Mumbai, Maharashtra, India M&G Full time

    Job SummaryThe Senior Reporting Analyst - Investment Data will be responsible for providing accurate and efficient fund data to clients, supporting sales channels, and carrying out data quality assurance/ validation. The role requires excellent excel, Power BI, and presentation skills, as well as the ability to build good relationships with internal teams...

  • Investment Analyst

    4 weeks ago


    Mumbai, Maharashtra, India international finance corporation Full time

    Job DescriptionInternational Finance Corporation (IFC) is seeking a highly skilled Investment Analyst to join its Private Equity (PE) funds department. The successful candidate will be based at IFC's Mumbai office and will play a critical role in assessing PE fund managers in South Asia to determine if they meet IFC's triple bottom line: financial returns,...


  • Mumbai, Maharashtra, India Apollo Global Management, Inc. Full time

    Position OverviewApollo Global Management, Inc. is a leading global alternative asset manager seeking a talented Senior Investment Analyst to join our team. As a key member of our investment team, you will be responsible for providing analytical and project support for all investment-related activities within life and annuity M&A/reinsurance.Key...


  • Mumbai, Maharashtra, India 12542 Citicorp Services India Private Limited Full time

    Job Title: Investment Banking AnalystCiticorp Services India Private Limited is seeking a highly motivated and detail-oriented Investment Banking Analyst to join our team in Mumbai. As an Investment Banking Analyst, you will play a critical role in assisting Business Managers and Senior Management Team in planning and strategizing effectively.Key...

  • Investment Analyst

    4 weeks ago


    Mumbai, Maharashtra, India international finance corporation Full time

    Job Title: Investment Analyst - Emerging MarketsJob Summary:We are seeking a highly skilled Investment Analyst to join our team at the International Finance Corporation. As an Investment Analyst, you will be responsible for assessing private equity fund managers in South Asia to determine their suitability for investment. You will work closely with our...


  • Mumbai, Maharashtra, India H133 PineBridge India Private Limited Full time

    We are seeking a highly skilled Investment Analyst to join H133 PineBridge India Private Limited in Mumbai.Responsibilities: Perform thorough valuation analysis, comparative company analysis, and industry research to identify investment opportunities. Compile relevant supporting information to present ideas to the Equity Portfolio Manager for stock selection...


  • Mumbai, Maharashtra, India Evalueserve Full time

    About EvalueserveEvalueserve is a global leader in delivering innovative and sustainable solutions to a diverse range of clients, including over 30% of Fortune 500 companies.We have a presence in more than 45 countries across five continents, leveraging state-of-the-art technology, artificial intelligence, and unparalleled subject matter expertise to elevate...


  • Navi Mumbai, Maharashtra, India Apex Group Full time

    Job DescriptionAbout the RoleWe are seeking a highly motivated and detail-oriented ESG Investment Analyst to join our Portfolio Monitoring team. As an ESG Investment Analyst, you will be responsible for capturing and reviewing financials of private and public companies owned by Private Equity Funds globally.Key ResponsibilitiesCapture and review financials...


  • Mumbai, Maharashtra, India PCR Financial Aggregation Full time

    Job Title: Investment Reporting ManagerJoin PCR Financial Aggregation as an Investment Reporting Manager and play a crucial role in ensuring our clients receive timely and accurate reports and data. As a key member of our Client Service team, you will collaborate with internal PCR teams and globally based client-facing, operations, and technology teams to...


  • Mumbai, Maharashtra, India DBS Bank Full time

    Job SummaryDBS Bank is seeking a skilled Investment Portfolio Analyst to join our Treasures Private Client team. As a key member of our team, you will be responsible for providing expert investment advice to our high net worth clients, helping them achieve their financial goals.Key ResponsibilitiesDevelop and implement investment strategies for clients,...


  • Navi Mumbai, Maharashtra, India Apex Group Full time

    Job Title: Portfolio MonitoringAbout the Role:We are seeking an experienced Investment Portfolio Analyst to join our Portfolio Monitoring team. In this role, you will be responsible for monitoring and analyzing the financial performance of private and public companies owned by Private Equity funds across the globe. Your role will involve reading,...


  • Mumbai, Maharashtra, India Amundi Full time

    About the RoleWe are seeking an ESG Analyst to join our investment team in India. As part of the Amundi ESG Research team, you will support our mission to promote sustainable investment practices.You will work closely with our local team in Mumbai and be part of a global network of ESG professionals.


  • Mumbai, Maharashtra, India 12542 Citicorp Services India Private Limited Full time

    About Mumbai Industry Analytics GroupThe Mumbai Industry Analytics Group is a team of experts who work with Investment Banking teams globally to provide high-quality analysis and insights. Our team is responsible for building materials for capital market transactions, M&A advisory pitches, and transactions.Position SummaryWe are seeking a highly motivated...

  • Investment Analyst

    4 weeks ago


    Mumbai, Maharashtra, India Goldman Sachs Full time

    At Goldman Sachs, we are seeking a highly motivated Investment Analyst to support our senior sector analysts in covering listed companies in their sectors within our Asset and Wealth Management division.Responsibilities & Qualifications:Strong financial modelling capability, with the ability to fully comprehend financial statements, analyze financial data,...


  • Mumbai, Maharashtra, India Emkay Global Financial Services Ltd Full time

    About the RoleEmkay Global Financial Services Ltd is seeking a highly motivated and detail-oriented Investment Research Analyst to join our team. The successful candidate will be responsible for tracking sectors and companies, culling out data from various databases, and assisting in financial modeling and valuations.Key ResponsibilitiesConduct in-depth...