Investment Reporting Analyst

Role Overview:

The Investment Reporting Analyst will manage client investment reporting, portfolios, and dashboards while ensuring accuracy and timely delivery. The role supports performance analysis, investor communication, and process improvements.

Key Responsibilities:

• Manage client investment accounts and prepare regular updates for RMS of the client.
• Maintain, review, and update client reports accurately and on time.
• Track account margins and help in deployment of excess funds in line with company policies.
• Assist in fee calculations, quarterly performance reports, and investor communications.
• Prepare and format pitch decks for client and internal presentations.
• Coordinate with finance and cross-functional teams to ensure smooth operations.
• Prepare MIS reports for internal management review.
• Update client dashboards and summary reports.
• Identify and contribute to process improvements in reporting and operations.
• Use technology tools (Excel, PowerPoint, and other reporting platforms) to automate and enhance outputs.
• Stay updated on market developments and financial insights relevant to client portfolios.

Skills & Qualifications:

• Bachelors degree in Finance, Accounting, Economics, or related field (freshers welcome).
• 2-3 year of experience in finance, accounts, or reporting (internship experience accepted).
• Knowledge of financial markets, including options and derivatives.
• Good communication and presentation skills.
• Proficiency in MS Excel (must) and willingness to learn reporting tools.
• Strong attention to detail with a willingness to learn and grow.
• Ability to work in a team environment and manage tasks within deadlines.

Benefits:

• Professional Growth: Opportunity to work closely with senior leadership and gain exposure to high-calibre investors, family offices, and institutional clients.
• Learning & Development: Access to continuous training across communication, financial markets, and investment products to accelerate career progression.
• Fast-Growing Organization: Be part of a high-growth investment management firm where performance is recognized and rewarded.
• Collaborative Culture: Work with a driven, intellectually curious team in an environment that values ownership, meritocracy, and excellence.
• Prime Office Location: Conveniently located in Lower Parel with excellent connectivity and a modern, well-maintained workspace.