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Brand name, metro location, common mid-level analyst title, and generalist skills increase candidate competition.
Requires asset-management reporting expertise and fixed income knowledge, limiting cross-industry transferability.
Explicit 2–4 years requirement plus finance reporting experience and strong Excel skills create moderate shortlisting strictness.
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Own the preparation and delivery of monthly, quarterly, and ad-hoc custom client reporting packages for institutional clients.
Maintain data integrity and reconcile data between internal accounting and reporting systems, especially for fixed income portfolio analytics.
Contribute to client reporting projects, process documentation, and support issue resolution with internal teams and advisors.
Bachelor's degree preferably in a business-related discipline.
2-4 years of work experience in financial analysis or related corporate financial services role.
Strong knowledge of Microsoft Excel and Office tools.
Location: Pune, India.
Experience working within a professional corporate setting supporting financial operations or reporting, preferably in financial services.
Detail-oriented with a strong understanding of multiple asset classes and portfolio analytics, especially fixed income products.
Capable of managing multiple tasks/projects while coordinating effectively with internal teams and handling ad-hoc client requests.