Finance-Client/Performance Reporting (Bengaluru)

Finance-Client/Performance Reporting (Bengaluru)

21 Aug
|
Black Turtle
|
Bengaluru

21 Aug

Black Turtle

Bengaluru

Shift: 12 :00 Noon - 09:30 PM

Notice Period: MAX 60 days

Skill - Advanced Excel, Powerpoint, Calculation of IRR, MOIC, Recon

Domain - Private Credit / Private Equity

About the Team: -

Team is responsible for preparing, reviewing, and delivering high-quality client reports, portfolio analytics, and investor communications materials. The role involves close collaboration with multiple

teams to ensure accurate, timely, and compliant reporting for institutional clients.

Key Responsibilities: -
- Prepare periodic client reports for credit funds, including performance, market overview and financial summaries.
- Support the production of monthly and quarterly client reporting packages, ensuring accuracy, completeness,



and adherence to internal standards.
- Manage day-to-day team operations, allocate responsibilities, and monitor deliverables to ensure adherence to quality standards and reporting timelines.
- Serve as a key escalation point for reporting issues, data discrepancies, and onshore queries.
- Coordinate with internal teams to gather portfolio data, performance metrics, and commentary.
- Utilize advanced Excel and reporting tools to maintain templates, automate recurring processes, and improve reporting efficiency.

📌 Finance-Client/Performance Reporting (Bengaluru)
🏢 Black Turtle
📍 Bengaluru

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