Performance Reporting

2 weeks ago

Chennai Mumbai Pune, India Crisil Full time ₹ 15,00,000 - ₹ 25,00,000 per year

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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