Posted By

user_img

Archana

HR at Crisil Limited

Last Login: 01 October 2024

Job Views:  
32
Applications:  15
Recruiter Actions:  0

Job Code

1512300

CRISIL
CRISIL
CRISIL

Crisil - Senior Research Analyst - Performance Reporting

3 - 8 Years.Others
Posted 2 weeks ago
Posted 2 weeks ago
Visit Company Profile

Senior Research Analyst - Performance Reporting


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.


- Review of tasks performed by juniors, planning workflow deliverables, and handling client communication.


- Overall project management, including service delivery, stakeholder management and quality control.

Didn’t find the job appropriate? Report this Job

Posted By

user_img

Archana

HR at Crisil Limited

Last Login: 01 October 2024

Job Views:  
32
Applications:  15
Recruiter Actions:  0

Job Code

1512300

UPSKILL YOURSELF

My Learning Centre

Explore CoursesArrow