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

Views:726 Applications:190 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.


Responsibilities:


- 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


Requirements:


- 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

Women-friendly workplace:

Maternity and Paternity Benefits

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