Crisil - Senior Research Analyst - Performance Reporting (3-8 yrs)

Senior Research Analyst - Performance Reporting

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.