Investment Reporting Specialist

4 weeks ago


Bengaluru, Karnataka, India Acuity Knowledge Partners Full time

Investment Reporting Specialist

Acuity Knowledge Partners is seeking a skilled Investment Reporting Specialist to join our team. As a key member of our Fund Marketing Services line of business, you will be responsible for creating, managing, and delivering high-quality investment reporting to our clients.

Key responsibilities include:

  • Efficiently sourcing information from performance/data SMEs and internal/external partners
  • Producing and interpreting branded and non-branded reports for asset management firms/investment banks
  • Creating customized Excel and PDF reports based on client requests
  • Proficiently producing Due Diligence Questionnaires (DDQs) for various investment products
  • Effective documentation, tracking, and reporting of processes and tasks
  • Diligent management and closure of institutional client queries
  • Preparation of strategy KITs, sales, and pitch books for onshore client partners

Requirements:

  • Strong analytical and communication skills
  • Ability to work efficiently in a fast-paced environment
  • Proficiency in Excel and PDF creation
  • Excellent documentation and tracking skills

About Acuity Knowledge Partners:

Acuity Knowledge Partners is a leading provider of fund marketing services, dedicated to delivering high-quality investment reporting to our clients. We are committed to excellence and innovation, and we are seeking a talented Investment Reporting Specialist to join our team.



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