Analyst- Investments Performance Reporting - 2+ Years - Mumbai
An exciting role for CFA Pursuing professionals having at least 2 years of experience in Fund Performance Reporting, Investment Research, Asset Allocation, 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 client’s 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 MBA/CFA/FRM will be preferred
What is in it for you?
Fast track career growth
Market leading remuneration
Liaise extensively with stakeholders
Reach Us: If you think this is the right opportunity for you, feel free to apply or forward your application with your updated resume at naina.khurana@crescendogroup.infor further discussions.
Disclaimer: Crescendo Global is an ISO 9001:2015 certified Leadership Hiring consulting arm of Crescendo Group with expertise in mid to senior level niche recruitment. We are passionate about empowering job seekers and employers with an engaging memorable job search and leadership hiring experience. Crescendo Global does not discriminate on the basis of race, religion, color, origin, gender, sexual orientation, age, marital status, veteran status or disability status.
Note: We receive a lot of applications on a daily basis so it becomes a bit difficult for us to get back to each candidate. Please assume that your profile has not been shortlisted in case you don't hear back from us in 1 week. Your patience is highly appreciated.
Profile Keywords- Mumbai Jobs, Investment Advisory, Wealth Advisory, Asset Allocation, Portfolio Management, Performance Reporting, Fund Performance, Investment Performance, Investment Research, Investment Strategy, Investment Consulting, Financial Modelling, Crescendo, Crescendo Global