Investment Reporting Analyst-2years

8 hours ago

Gurgaon, Haryana, India crescendo global Full time ₹ 9,00,000 - ₹ 12,00,000 per year
Job Description

Investment Reporting Analyst - 2 years - Gurgaon

Discipline: Investment & Equity Research
Job type: Permanent
Contact name: Shubhi Kumar
Contact email:
Job ref: 82556
Published: about 7 hours ago

Investment Reporting Analyst - 2 years - Gurgaon Summary

An exciting opportunity to join a global investment consulting team where youll support UK-based clients with investment performance reporting, fund analysis, and data management. This role is ideal for candidates passionate about financial markets, numbers, and investment analytics.

Location

Gurgaon (Hybrid)

Your Future Employer

A global leader providing insurance, risk management, and investment consulting services with a strong presence across multiple countries.

Responsibilities
  • Preparing performance monitoring and valuation reports for client portfolios.
  • Drafting quarterly investment summaries and market performance updates.
  • Managing data received from investment managers and ensuring accuracy.
  • Assisting in the preparation of investment sections for trustee and annual reports.
  • Maintaining databases related to investment funds, exposure, and client assets.
Requirements
  • Bachelors degree in Finance, Economics, Mathematics, or related discipline.
  • Strong analytical and numerical skills with proficiency in MS Excel.
  • Good understanding of investment terms, market concepts, and fund structures.
  • Excellent attention to detail and ability to meet tight deadlines.
  • Flexible to work in UK (GMT) hours and collaborate with offshore teams.
Whats in it for you
  • Exposure to global investment consulting practices.
  • Structured learning and development support including CFA assistance.
  • Dynamic work environment with growth opportunities in investment analytics.
Reach us

If you think this role is aligned with your career, kindly write to me along with your updated CV at for a confidential discussion on the role.

Disclaimer

Crescendo Global specializes in senior to mid-level niche recruitment. We are passionate about empowering job seekers and employers with a meaningful and engaging hiring experience. Crescendo Global does not discriminate based on race, religion, color, origin, gender, sexual orientation, age, marital status, veteran status, or disability.

Note

We receive numerous applications daily; if you do not hear back within a week, please assume your profile has not been shortlisted. Your patience is appreciated. Beware of scamsCrescendo Global never asks for money or purchases. Verify all opportunities at www.crescendo-

Profile Keywords

Investment Reporting, Investment Analyst, Fund Reporting, Performance Analytics, Financial Markets, Wealth Management, CFA, Portfolio Reporting, Investment Consulting, Jobs in Gurgaon, Crescendo Global

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