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11/09 Abhishek Pushkar
Consultant - Recruitment Sales &Business Development at Crescendo Global

Views:735 Applications:193 Rec. Actions:Recruiter Actions:0

Investment Performance Analyst (2-4 yrs)

Mumbai Job Code: 1312961

Investments Performance Reporting - (2+ Years) - Mumbai

An exciting role for professionals pursuing CFA & having at least 2 years of experience in Investment Research, Asset Allocation, Fund Performance Reporting, Portfolio Management & Performance Attribution.

Location: Mumbai

Your Future employer: A leading, global group with a strong foothold in specialty financial services serving millions of customers across the full spectrum.


- Developing recommendations to hold/liquidate investment managers basis through research on manager performance, market developments and macro-economic environment

- Providing support to onshore consultants on a variety of topics including client queries in regards to performance analysis, strategic asset allocation advice, economic commentaries, document drafting and PowerPoint presentations.

- Liaising with our dedicated performance reporting unit in relation to the production and delivery of client investment reports within tight deadlines.

- Assisting in investment strategy reviews including pension asset-liability analysis and design of dynamic de-risking frameworks

- Preparing a Client Audit Request response and a typical Client Valuation Request response

- Preparing investment reports & valuation reports basis the cash flow information for the clients investment portfolio

- Contributing to other investment consulting support activities as assigned

- Delivering to agreed Service Level Agreement (SLA) and work within the set policies and guidelines


- 2-4 years of technical work experience in financial sector

- Diverse background across Funds/Asset Management is a must

- Candidates having CFA/FRM will be preferred

What is in it for you?

- Fast track career growth

- Market leading remuneration

- Liaise extensively with stakeholders

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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