CRISIL
Website:
crisil.com
Job details:
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.
Requirements:
· Master’s degree in finance / CFA / CA, with 0-3 years of experience in private markets, or financial service industry would be preferred.
- Excellent MS Excel skills (including advanced excel) and MS Power point skills.
· Effective communication skills with ability to connect with clients, over phone and email, and understand the requirements and focus on delivery.
- Strong analytical rigour and ability to relate to financial markets.
- Display strong attention to detail to deliver high level of accuracy and quality.
· Flexibility to stretch and work towards closure of quarterly deliverables.
· Self-starter and is persistent in executing the workflows to ensure closure until the end.
- Proven ability to work independently and collaboratively in a fast-paced, dynamic environment.
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