Associate II - Client Reporting Analyst

2 - 3 Years
2 Openings
Kochi

Job Title: Client Reporting Analyst

Experience: 2+ years
Location: Kochi (Only)
Job Type: Full-time

Responsibilities

• Manage day-to-day production of accurate and timely client and fund reports, including Quarterly Investment Reports

• Ensure production controls are followed and effectively used by the team

• Handle daily stakeholder communication professionally and efficiently

• Draft and maintain procedural documentation, aligning with best practices

• Maintain and update global, regional, and country reporting templates to meet compliance requirements

• Collaborate across business functions and regions to coordinate report production and resolve queries

• Investigate and resolve discrepancies, client queries, and reporting exceptions

• Identify inefficiencies in the reporting process and implement improvements

• Support reporting system updates and process enhancements

• Stay updated on regulatory reporting requirements and ensure compliance

• Contribute to management information and KPIs for senior leadership

• Participate in reporting-related projects

Must-Have

• Minimum 2 years of experience in financial services, preferably in reporting or data functions

• Strong stakeholder management and communication skills

• Proficient in Microsoft Office (Excel, Word, Outlook, PowerPoint)

• High attention to detail with strong problem-solving and time management skills

• Ability to manage multiple priorities under tight deadlines

• Strong team player with a delivery-focused mindset

Good-to-Have

• Experience in reporting implementation projects

• Knowledge of fund structures and investment reporting processes

• Familiarity with Vermillion or similar reporting platforms

• Investment Operations Certificate (IOC) certified

Financial Reporting,Ms Office,Stakeholder Management