Performance Reporting Specialist

4 days ago


Chennai, Tamil Nadu, India Crisil Limited Full time

As a Performance Reporting Specialist at Crisil Limited, you will be responsible for creating engaging fund performance presentation materials for investor reporting purposes on a monthly and quarterly basis.

You will generate backend Excel support documents from internal portfolio management systems to update these materials in a timely manner.

Your task will also involve validating fund data against the internal systems, highlighting differences and discrepancies.

In this role, you will aggregate and analyze relevant data, including historical performance, risk metrics, allocation changes, and other quantitative metrics about various portfolios.

You will analyze performance attribution data across funds, taking into account the financial markets environment and its impact on returns.

Excellent communication skills are required to present material in a clear and digestible format, addressing any legal or compliance-related comments during the review process.

Achieving high standards of formatting is essential in presenting visually appealing and professional presentations that cater to investors' readability and accessibility needs.

You will work closely with clients, prospects, and consultants to ensure timely and accurate communication.

The ideal candidate will have an MBA, CFA, or CA qualification, with a strong analytical mindset and ability to identify and implement efficiencies in the marketing materials process.

This position involves varied tasks, making it an exciting opportunity for individuals who enjoy problem-solving and continuous learning.



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