Performance Reporting
2 weeks ago
Key Responsibilities:
- Periodical updates to fund performance presentation materials, prepared for investor reporting purposes, on monthly and quarterly basis.
- Generating backend excel support document from internal portfolio management systems for the purpose of updating the materials.
- Validation of fund data against the internal portfolio management systems and highlighting differences and discrepancies.
- Aggregate and analyze relevant data, encompassing historical performance, risk metrics, allocation changes and other quantitative metrics about various portfolios.
- Analyze performance attribution data across funds, on the backdrop of financial markets environment and understanding its impact on returns.
- Ensure the best standards of formatting, with an objective to present material in a clear and digestible format.
- Address any legal or compliance-related comments that arise during the review process.
- Prepare visually appealing and professional presentations, with investors readability and accessibility in mind.
- Ensure timely and accurate communication with clients, prospects, and consultants.
- Identify and implement efficiencies in the marketing materials process by continuously assessing areas for improvement.
- Any other ad hoc tasks.
- Review of tasks performed by juniors, planning workflow deliverables, and handling client communication.
- Overall project management, including service delivery, stakeholder management and quality control.
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