Senior Analyst Investment Reporting

Gallagher Service Center (GSC)

2 - 5 years

8 - 12 Lacs

gurugram

Posted:16 hours ago| Platform:

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Skills Required

global operations service delivery administration client servicing consulting subject matter expertise management risk management performance monitoring investment

Work Mode

Work from Office

Job Type

Full Time

Job Description

Handling the preparation of performance monitoring reports, including requesting, receiving and reviewing data from investment managers.
Drafting quarterly single page investment manager/fund performance and investment market summaries.
Preparation of monthly asset valuation summaries.
Drafting the investment sections of annual Trustee Report and Accounts.
Completing the investment sections of the annual Scheme Return submission.
Maintaining databases of assets under advisement and exposure to investment funds/managers.
Keeping logs of regulated work and reviewed items.
Attaining billable hours objective through the production of client deliverables.
Delivering the above to client specific reporting deadlines.

Client/Market

Liaising with investment managers on data and administrative matters.
Communicating client workload issues and seeking help, as needed, in setting priorities.
Responding to deadlines (from clients and more senior personnel)

Other

Ensuring work is checked and reviewed as appropriate.
Maintaining accurate time recording and charging to clients where applicable.
Staying abreast of applicable regulatory requirements.
Adhering to Corporate Policies and Procedures (CCPs).
Reporting any suspected issues and breaches to management/compliance department upon discovery.

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