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Associate - Performance Reporting

2 - 5 years

4 - 9 Lacs

Pune Gurugram Bengaluru

Posted:2 weeks ago| Platform: Naukri logo

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Skills Required

Excel Client Reporting Performance Reporting

Work Mode

Hybrid

Job Type

Full Time

Job Description

Role & responsibilities We are looking for a candidate with experience in the asset management sector, particularly in performance reporting and risk analysis. The main duty of this position is to produce detailed monthly and quarterly performance and risk reports for investments, majorly hedge funds and private funds. The chosen candidate will use various data sources and analytical tools to create customized investment performance reports. Ensuring the highest quality and accuracy in report generation is crucial This role involves close collaboration with client teams to improve operational efficiencies related to performance reporting and to meet strict client reporting deadlines. Knowledge of financial products and tools, including Bloomberg and advanced proficiency in MS Excel, is essential for success in this role. The candidate should be able to identify areas for improvement and implement changes to enhance the overall reporting process Preferred candidate profile Prepare and deliver high-quality performance measurement and attribution reports on time for scheduled and ad-hoc reporting requirements, ensuring high accuracy and professionalism. Expert knowledge of performance measurement concepts and methodologies, GIPS standards. Effectively manage competing deadlines by prioritizing reports based on data availability while maintaining flexibility to switch between tasks as needed. Support portfolio management groups with analytics, reporting solutions. Implement automated templates for performance reporting to reduce manual calculations and enhance controls. Collaborate with internal and external stakeholders to streamline processes and ensure data readiness. Conduct follow-ups with stakeholders and ensure compliance with reporting standards.

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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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