Job Description

Role & responsibilities Client reporting role involves efficiently creating, managing, and delivering accurate, high-quality investment reporting to Global Asset Management firm / investment bank clients. Client Reporting is a core service within the Fund Marketing Services line of business at Acuity where individuals transform clients critical fund data as per marketing requirement. We are looking for an energetic professional who is passionate about working on financial data. You will work closely with leading Global Asset Manager and their Fund Marketing Materials and various client-servicing teams. We enable clients marketing team to promote their funds through different marketing platforms across the globe. The requirement for this role, and, tasks at hand would be: Efficient and timely liaison with performance / data SMEs and internal / external partners to source information on various funds / strategies Producing and interpreting Branded and “Non-Branded” reports of Asset Management firms / investment banks Creation of customized excel and PDF based reports based on client request of various fund strategies Proficient at “Due Diligence Questionnaire” (DDQ) production for various investment products of the asset management firms / investment banks Effective documentation, tracking and reporting of the processes and tasks Diligent at managing and closing institutional client queries Preparation of strategy KITs, Sales, and, Pitch books to cater the requirements of onshore client partners.