Client reporting

2 weeks ago


Bangalore, India Acuity Knowledge Partners Full time

Client reporting role involves efficiently creating, managing, and delivering accurate, high-quality investment reporting to Global Asset Management firm / investment bank clients. Client Reporting is a core service within the Fund Marketing Services line of business at Acuity where individuals transform client’s critical fund data as per marketing requirement. We are looking for an energetic professional who is passionate about working on financial data. You will work closely with leading Global Asset Manager and their FundMarketing Materials and various client-servicing teams. We enable client’s marketing team to promote their funds through different marketing platforms across the globe. The requirement for this role, and, tasks at hand would be: Efficient and timely liaison with performance / data SMEs and internal / external partners to source information on various funds / strategies Producing and interpreting “Branded” and “Non-Branded” reports of Asset Management firms / investment banks Creation of customized excel and PDF based reports based on client request of various fund strategies Proficient at “Due Diligence Questionnaire” (DDQ) production for various investment products of the asset management firms / investment banks Effective documentation, tracking and reporting of the processes and tasks Diligent at managing and closing institutional client queries Preparation of strategy KITs, Sales, and, Pitch books to cater the requirements of onshore client partners.


  • Client reporting

    2 weeks ago


    Bangalore, India Acuity Knowledge Partners Full time

    Client reporting role involves efficiently creating, managing, and delivering accurate, high-quality investment reporting to Global Asset Management firm / investment bank clients. Client Reporting is a core service within the Fund Marketing Services line of business at Acuity where individuals transform client’s critical fund data as per marketing...

  • Client reporting

    2 weeks ago


    bangalore, India Acuity Knowledge Partners Full time

    Client reporting role involves efficiently creating, managing, and delivering accurate, high-quality investment reporting to Global Asset Management firm / investment bank clients.Client Reporting is a core service within the Fund Marketing Services line of business at Acuity where individuals transform client’s critical fund data as per marketing...

  • Client reporting

    4 weeks ago


    bangalore, India Acuity Knowledge Partners Full time

    Client reporting role involves efficiently creating, managing, and delivering accurate, high-quality investment reporting to Global Asset Management firm / investment bank clients.Client Reporting is a core service within the Fund Marketing Services line of business at Acuity where individuals transform client’s critical fund data as per marketing...

  • Client Reporting

    4 weeks ago


    Bangalore City, India Acuity Knowledge Partners Full time

    Client reporting role involves efficiently creating, managing, and delivering accurate, high-quality investment reporting to Global Asset Management firm / investment bank clients.Client Reporting is a core service within the Fund Marketing Services line of business at Acuity where individuals transform client’s critical fund data as per marketing...


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  • Client Reporting

    2 weeks ago


    Bangalore, India Acuity Knowledge Partners Full time

    - . The desired candidate will have and CRD tool experience will be an added advantage. The role is will be given preference. ͟ ͟ ͟ ͟ ͟ ͟ ͟ ͟ ͟ ͟ ͟ ͟ ͟ ͟ ͟ ͟ ͟ ͟ ͟ ͟ ͟:͟͟ Prepare and deliver regular compliance reports to clients, highlighting any issues and the actions taken to address them. Develop and maintain reporting templates...

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    1 week ago


    Bangalore, India Acuity Knowledge Partners Full time

    -. The desired candidate will have and CRD tool experience will be an added advantage. The role is will be given preference. ͟ ͟ ͟ ͟ ͟ ͟ ͟ ͟ ͟ ͟ ͟ ͟ ͟ ͟ ͟ ͟ ͟ ͟ ͟ ͟ ͟:͟͟ Prepare and deliver regular compliance reports to clients, highlighting any issues and the actions taken to address them. Develop and maintain reporting templates that...

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    2 weeks ago


    Bangalore, India Acuity Knowledge Partners Full time

    - . The desired candidate will have and CRD tool experience will be an added advantage. The role is will be given preference. ͟ ͟ ͟ ͟ ͟ ͟ ͟ ͟ ͟ ͟ ͟ ͟ ͟ ͟ ͟ ͟ ͟ ͟ ͟ ͟ ͟:͟͟ Prepare and deliver regular compliance reports to clients, highlighting any issues and the actions taken to address them. Develop and maintain reporting...

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    3 weeks ago


    bangalore, India Acuity Knowledge Partners Full time

    - . The desired candidate will have and CRD tool experience will be an added advantage. The role is will be given preference. ͟ ͟ ͟ ͟ ͟ ͟ ͟ ͟ ͟ ͟ ͟ ͟ ͟ ͟ ͟ ͟ ͟ ͟ ͟ ͟ ͟:͟͟Prepare and deliver regular compliance reports to clients, highlighting any issues and the actions taken to...

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    3 weeks ago


    Bangalore City, India Acuity Knowledge Partners Full time

    -. The desired candidate will haveand CRD tool experience will be an added advantage. The role iswill be given preference.͟͟͟͟͟ ͟͟͟͟ ͟͟͟͟͟͟͟͟͟͟͟͟:͟͟Prepare and deliver regular compliance reports to clients, highlighting any issues and the actions taken to address them.Develop and maintain reporting templates that meet client...

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