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:
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Manage client investment accounts and prepare regular updates for RMS of the client.
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Maintain, review, and update client reports accurately and on time.
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Track account margins and help in deployment of excess funds in line with company policies.
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Assist in fee calculations, quarterly performance reports, and investor communications.
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Prepare and format pitch decks for client and internal presentations.
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Coordinate with finance and cross-functional teams to ensure smooth operations.
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Prepare MIS reports for internal management review.
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Update client dashboards and summary reports.
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Identify and contribute to process improvements in reporting and operations.
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Use technology tools (Excel, PowerPoint, and other reporting platforms) to automate and enhance outputs.
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Stay updated on market developments and financial insights relevant to client portfolios.
Skills & Qualifications:
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Bachelors degree in Finance, Accounting, Economics, or related field (freshers welcome).
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2-3 year of experience in finance, accounts, or reporting (internship experience accepted).
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Knowledge of financial markets, including options and derivatives.
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Good communication and presentation skills.
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Proficiency in MS Excel (must) and willingness to learn reporting tools.
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Strong attention to detail with a willingness to learn and grow.
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Ability to work in a team environment and manage tasks within deadlines.
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.
