2.0 - 6.0 years

0 Lacs

pune, maharashtra

On-site

Role Overview: You should have 2-4 years of relevant experience in producing periodic accurate and timely Client Reports and Presentations across multiple investment strategies for an Asset Manager or Bank. Your responsibilities will include working with others to draft Requirement Documents, review data sets, source data accurately, create reporting templates, manage project timelines, and continuously maintain reporting templates. You should be well-versed in MS Excel, MS Power Query / BI, automation software like Alteryx and SQL, and possess a strong understanding of the end-to-end process of data collection and report production. Key Responsibilities: - Produce accurate and timely Client...

Posted 3 months ago

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Operations- Client Reporting Crisil

2.0 - 6.0 years

0 Lacs

pune, maharashtra

On-site

You should have 2-4 years of relevant experience in producing periodic accurate and timely Client Reports and Presentations across multiple investment strategies for an Asset Manager or Bank. Your responsibilities will include working with others to draft Requirement Documents, review data sets, source data accurately, standardize data for consistency, create reporting templates, perform testing, and implement suitable reporting templates in a timely manner. You must have a proven working knowledge of client reporting platforms, processes, internal and external data providers, and a strong sense of risk mitigation. Coordinating information flow between relevant internal business areas to ens...

Posted 5 months ago

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Client Reporting Crisil

2.0 - 6.0 years

0 Lacs

pune, maharashtra

On-site

You should have 2-4 years of relevant experience in producing periodic, accurate, and timely client reports and presentations across multiple investment strategies regularly for an asset manager or bank. It is essential to have a proven working knowledge of client reporting platforms, processes, internal and external data providers, coupled with a strong sense of risk mitigation. Your responsibilities will include working with others to draft requirement documents, reviewing data sets and flows for suitability and quality, accurately sourcing data, standardizing data for consistency, creating reporting templates with accurate configurations, performing functional/integration testing, and imp...

Posted 5 months ago

AI Match Score

Apply

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