Analyst – Client Analytics and Performance Reporting

7 months ago

Bengaluru, India Delta Capita Full time

Description

Role Summary

The successful candidate would serve on the Product team within Multi Asset Solutions (MAS) working primarily with North American institutional defined benefit and defined contribution pension clients. The candidate would be responsible for many day-to-day responsibilities associated with managing existing client relationships and producing detailed analysis, attribution, and reporting to provide transparency into the impact of the team’s investment advice. This role is highly analytical and detail oriented.

The Role and Responsibilities

Execution and distribution of standard institutional client reports High-accuracy and efficient sourcing of MV, performance and record-keeper data for reporting purposes Preparation and review with Portfolio Managers and Consultants of custom client reports including calculating performance returns Exposure to calculation of Private Equity performance including IRR calculations Assist Portfolio Managers in preparation and execution of external manager search books, which are used by investment committees to select investments Project management, prioritization, and ownership of client deliverables

Requirements

Skills and Experience

Basic knowledge of, and passion for the asset management business, and capital markets Strong quantitative skills, with a background in operations or accounting preferred Highly organized with exceptional attention to detail and excellent follow-through

Positive attitude and strong work ethic

Strong interpersonal skills: Ability to build trust and confidence of colleagues, strengthen relationships through ongoing dialog and interactions, and collaborate well with others internally to meet client needs Strong written and oral communication skills Ability to work well in a fast-paced team environment Strong skills in MS Office (Excel, Powerpoint and Word)

How We Work:

Delta Capita is an equal opportunity employer. We positively encourage applications from suitably qualified and eligible candidates regardless of age, colour, disability, national origin, ancestry, race, religion, gender, sexual orientation, gender identity and/or expression, veteran status, genetic information, or any other status protected by applicable law.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. If you require any reasonable adjustments through your interview process, please use the designated space within the application questionnaire.

This is a permanent full time position located in Bangalore. As the selection and interview process is ongoing, please submit your application in English as soon as possible, if your profile is selected, a member of our team will contact you within 4 weeks.

Who We Are:

Delta Capita Group (a member of the Prytek Group) is a global managed services, consulting and solutions provider with a unique combination of experience in Financial Services and technology innovation capability. Our mission is to reinvent the financial services value chain providing technology based mutualized services for financial institutions for non differentiating services.

Our 3 offerings are:

Managed Services Consulting & Solutions Technology

To know more about Delta Capita and our culture click here: Working at DC - Delta Capita

Delta Capita India is a Great Place To Work Certified Organization. Please refer to DC GPTW

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