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Analyst/ Associate - Client Reporting

0 - 4 years

4 - 9 Lacs

Bangalore Rural

Posted:3 months ago| Platform: Naukri logo

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Skills Required

Client reporting Capital Market Performance Attribution Wealth Management Asset Management Performance Reporting

Work Mode

Hybrid

Job Type

Full Time

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.

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Acuity Knowledge Partners
Acuity Knowledge Partners
www.acuitykp.com

Financial Services

London United Kingdom

5001-10000 Employees

396 Jobs

    Key People

  • Nikhil Sinha

    CEO

  • Somnath Chakrabarti

    CFO

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