Analyst- Investment Performance Reporting- 2+ Years- Mumbai

Location: Mumbai
Discipline: Investment Banking, Alternative Investments​
Job type: Permanent
Contact name: Naina Khurana

Contact email:
Job ref: 39568
Published: 7 months ago

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.


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

  2. 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.

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

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

  5. Preparing a Client Audit Request response and a typical Client Valuation Request response

  6. Preparing investment reports & valuation reports basis the cash flow information for the client’s investment portfolio

  7. Contributing to other investment consulting support activities as assigned

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



  1. 2-4 years of technical work experience in financial sector

  2. Diverse background across Funds/Asset Management is a must

  1. Candidates having MBA/CFA/FRM will be preferred


What is in it for you?

  1. Fast track career growth

  2. Market leading remuneration

  3. 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