High-Level Investment and Performance Reporting Specialist

17 hours ago

Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 20,00,000 - ₹ 30,00,000

Job Title: Investment and Performance Reporting Manager

About the Role

We are seeking an experienced leader to head our reporting and analytics function. As a key member of our team, you will be responsible for overseeing performance measurement, data integrity, and reporting processes across various asset classes.

This role involves collaborating with internal departments to deliver timely and accurate results that meet client business needs.

Main Responsibilities
  • Performance Reporting & Analysis: Lead the preparation and delivery of accurate, timely, and insightful performance reports across multiple asset classes.
  • Portfolio Attribution & Benchmarking: Analyze portfolio performance, risk metrics, and attribution; compare against benchmarks and peer groups.
  • Data Reconciliation & Validation: Oversee reconciliation of positions, transactions, and valuations across custodians, fund managers, and internal systems.
  • Control Checks: Implement and monitor data quality controls, exception reporting, and validation processes to ensure accuracy and compliance.
  • Automation & Process Optimization: Develop and enhance reporting templates, dashboards, and workflows using advanced tools and SQL-based solutions.
  • Technology & Data Management: Utilize SQL for data extraction, transformation, and validation; collaborate with technology teams to improve data pipelines.
  • Stakeholder Engagement: Present performance insights to senior leadership in a clear and concise manner.
Requirements
  • Bachelor's or master's degree in finance, accounting, economics, or related field; FRM or CAIA preferred.
  • 8–10 years of experience in performance reporting, investment analytics, or portfolio operations, ideally in a multi-asset environment.
  • Strong knowledge of financial instruments: equities, fixed income, structured products, FX, derivatives, and alternatives.
  • Advanced proficiency in Excel, SQL, and experience with BI tools (Power BI, Tableau).
  • Familiarity with portfolio management and performance measurement systems.
  • Excellent analytical, problem-solving, and communication skills.

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