Performance Reporting Analyst Department None Job Description · 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. · Overall project management, including service delivery, stakeholder management and quality control. Open Positions 1 Mandatory Skills Performance Attribution,Client Reporting,Investment Performance,Portfolio Analysis Education Qualification MBA (Finance), CA, CFA Experience 3 to 7 years
Other Details
It is a Full Time Accountant job for candidates with 3 - 6+ years Experience.
More about this Performance Reporting Analyst job
Who is eligible to apply for this Performance Reporting Analyst job at Crisil Limited?
Ans : Candidates should have All Education levels for this Performance Reporting Analyst job offered by Crisil Limited.
How much can you earn in this position?
Ans : Salary details will be shared during the hiring process.
What shift and timings does this job follow?
Ans : This Performance Reporting Analyst job follows a Day shift.
Do you need to visit the office for this job?
Ans : Yes, candidates need to visit the office and work from the location in Cyber City, Gurgaon.
How many vacancies are there for this Performance Reporting Analyst job?
Ans : There is 1 vacancy for this Performance Reporting Analyst role.
Is this job open for all genders?
Ans : Yes, this Performance Reporting Analyst job is open for both male and female candidates.
What is the job location for this position?
Ans : The job location for this Performance Reporting Analyst position is Cyber City, Gurgaon.
What makes this Performance Reporting Analyst job a good opportunity?
Ans : The employer has not disclosed the salary for this role, but it is a Full Time opportunity with 1 opening.