Research Analyst - Performance Reporting

0 - 3 years

6 - 10 Lacs

Mumbai, Pune, Chennai

Posted:1 day ago| Platform: Naukri logo

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Skills Required

financial analysis equity research investment banking research analysis capital market equity research excel reporting analysis derivatives portfolio quantitative management systems financial modelling mutual funds finance reporting financial markets cfa

Work Mode

Work from Office

Job Type

Full Time

Job Description

Key Responsibilities: Periodical updates to fund performance presentation materials, prepared for investor reporting purposes, on monthly and quarterly basis. Generating backend excel support document from internal portfolio management systems for the purpose of updating the materials. Validation of fund data against the internal portfolio management systems and highlighting differences and discrepancies. Aggregate and analyze relevant data, encompassing historical performance, risk metrics, allocation changes and other quantitative metrics about various portfolios. Analyze performance attribution data across funds, on the backdrop of financial markets environment and understanding its impact on returns. Ensure the best standards of formatting, with an objective to present material in a clear and digestible format. Address any legal or compliance-related comments that arise during the review process. Prepare visually appealing and professional presentations, with investors readability and accessibility in mind. Ensure timely and accurate communication with clients, prospects, and consultants. Identify and implement efficiencies in the marketing materials process by continuously assessing areas for improvement. Any other ad hoc tasks.

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Crisil
Crisil

Financial Services

Mumbai Maharashtra

1001-5000 Employees

544 Jobs

    Key People

  • Ashu Suyash

    Managing Director & CEO
  • Sanjay Bhandari

    Chief Financial Officer

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