Analyst - Client Reporting and Review

Job Description:

• Prepare and send client reports at regular intervals and based on specific client requirements.
• Provide periodic investment updates of their portfolio to clients.
• Develop and maintain portfolio review presentations in the prescribed format.
• Generate and manage MIS reports for clients.
• Review and analyse portfolios of potential clients and existing clients.
• Create investment plans with analysis aligned with the investment strategy and objectives of the client.
• Prepare presentations for potential clients to showcase investment strategies and opportunities.

Desired Skills & Experience

• Technical Skills:
• High level of proficiency in MS Office (Excel, PowerPoint) and Google Sheets (finance-related functions).
• Strong presentation and data analysis skills.
• Ability to use of technology and software for reporting and analysis.

• Domain Knowledge:
• Understanding of mutual funds, alternative investment strategies, and capital markets.
• Understanding of finance and capital markets.
• Knowledge of wealth management and investment reporting.

• Certifications:
• NISM-Series-V (a): Mutual Fund Distributors Certification Examination.

• Other Skills:
• Excellent attention to detail and accuracy.
• Strong planning and execution capabilities.