Key Responsibilities:
- Upload data to consultant and investor portals as may be necessary
- Manage process initiatives and review team members' work
- Support on other investor reporting tasks based on bandwidth
- 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.
- Aggregate and analyze relevant data, encompassing historical performance, risk metrics, allocation changes and other quantitative metrics about various portfolios.
- Ensure the best standards of formatting, with an objective to present material in a explicit and digestible format.
- Address any legal or compliance-related comments that arise during the review process.
- Ensure timely and accurate communication with clients, prospects, and consultants.
- Any other ad hoc tasks.
- Review of tasks performed by juniors, planning workflow deliverables, and handling client communication.
- Overall project management, including service delivery, stakeholder management and quality control.

📌 Finance Operations Lead (Gurugram)
🏢 Crisil
📍 Gurugram