Senior Investment Reporting Specialist

4 hours ago

Hyderabad Secunderabad Telangana, India beBeeInvestment Full time ₹ 1,04,000 - ₹ 1,30,878
Investment Reporting Expert

As a key member of our reporting team, you will be responsible for preparing and reviewing comprehensive investment reports that meet the highest standards of accuracy and compliance. Your role will involve analyzing complex data sets to provide insightful commentary on investment performance and trends.

  • Develop and maintain effective client reporting processes to ensure timely delivery of high-quality reports.
  • Collaborate with cross-functional teams to gather and validate data for accurate report generation.
  • Design and implement new reporting tools and systems to enhance efficiency and accuracy.
  • Support clients in resolving report-related queries and discrepancies.
  • Ensure adherence to regulatory requirements and internal controls related to client reporting.
Requirements:
  • Bachelor's degree in Finance, Economics, or a related field.
  • 2+ years of experience in investment reporting, financial analysis, or a related field.
  • Strong proficiency in Excel, including advanced functions, pivot tables, and data analysis tools.
  • Experience with reporting platforms, data visualization tools (e.g., Power BI, Tableau), and financial databases.
  • Excellent analytical and problem-solving skills with keen attention to detail.
  • Strong written and verbal communication skills for effective client interactions.
Key Qualities:
  • Strong analytical and critical thinking skills to interpret complex data effectively.
  • A structured approach to work with meticulous attention to detail.
  • Ability to work under pressure, meet tight deadlines, and adapt to changing priorities and imperfect data.

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