Back
Global asset manager brand and Pune metro for a generalist reporting analyst increases competition.
High — requires portfolio, fixed income, and asset-class expertise specific to asset management.
Explicit two-year requirement and finance/Excel domain skills create moderate filtering.
Login to See Your Match Score
Create a free account or log in to unlock your CV match score across:
Prepare and review monthly, quarterly, and ad-hoc custom client reports primarily for institutional clients.
Maintain data integrity by reconciling accounting and reporting systems and performing fixed income portfolio analytics.
Support internal functions including portfolio management, client relations, fund administration, and contribute to client reporting projects and process improvements.
Undergraduate degree preferably in a business-related discipline.
At least 2 years of work experience in financial analysis or related financial services roles.
Strong knowledge of Microsoft Excel and Office tools.
Experience with multiple asset classes relevant to portfolio reporting.
Experienced in financial services with exposure to fixed income and equity products and portfolio analytics.
Able to handle multiple tasks/projects simultaneously with strong attention to detail and time management skills.
Comfortable communicating across teams to resolve issues and support process enhancements in a client-facing reporting environment.