Performance Reporting Analyst

About Crisil Limited

We are a leading, agile, and innovative global analytics company driven by our purpose to make markets function better. We are a bold organization powered by deep expertise, unparalleled analytics and relentless innovation. We collaborate seamlessly to deliver mission critical insights thereby instilling & amplifying client's success.

Life at Crisil

Be the impact

Drive growth with a strong sense of purpose.

Create lasting impact that affects individuals, businesses, and the society at large.

That's what 'Life@Crisil' is all about.

This is where you unlock the next chapter of your career - fueled by our caring culture which encourages you to learn and innovate, an environment that fosters positivity through our people-first approach and an attractive rewards & benefits program that puts your growth in the spotlight. An inspiring setting where you will find the brightest minds, inspiring you to unleash your potential.

Crisil is a place where your ideas and opinions are always welcome, and continuous learning is the norm. Because we know that's what it takes to solve the biggest real-world challenges and move the needle in the direction of unexplored future possibilities. All without compromising on our strong ethics.

So go ahead. Unlock the next chapter of your career.

Be the impact that transforms the world.

Job Description

·       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.

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

Open Positions

1

Mandatory Skills

Performance Attribution,Client Reporting,Investment Performance,Portfolio Analysis

Location

Mumbai / Pune / Chennai / Gurugram

Education Qualification

MBA (Finance), CA, CFA

Experience

3 to 6 years