Acuity Knowledge Partners - Associate/senior Associate - Client Reporting

Acuity Knowledge Partner is hiring for Client reporting role, involves efficiently creating, managing, and delivering accurate, high-quality investment reporting to Global Asset Management firm / investment bank clients.

Requirement for this role:

- Knowledge and interest in Asset and Wealth Management Industry, and, basic familiarity with Capital Market concepts.

- Efficient and timely liaison with performance / data SMEs and internal / external partners to source information on various funds / strategies.

- Producing and interpreting "Branded" and "Non-Branded" reports of Asset Management firms / investment banks.

- Creation of customized excel and PDF based reports based on client request of various fund strategies.

- Proficient at "Due Diligence Questionnaire" (DDQ) production for various investment products of the asset management firms / investment banks.

- Effective documentation, tracking and reporting of the processes and tasks.

- Diligent at managing and closing institutional client queries.

- Preparation of strategy KITs, Sales, and, Pitch books to cater the requirements of onshore client partners.