Investment Reporting Analyst (Haryana)

Investment Reporting Analyst (Haryana)

06 Sep
|
Skywings Advisors
|
Haryana

06 Sep

Skywings Advisors

Haryana

• Handling the preparation of performance monitoring reports, including requesting, receiving and reviewing data from investment managers.

• Drafting quarterly single page investment manager/fund performance and investment market summaries.

• Preparation of monthly asset valuation summaries.

• Drafting the investment sections of annual Trustee Report and Accounts.

• Completing the investment sections of the annual Scheme Return submission.

• Maintaining databases of assets under advisement and exposure to investment funds/managers.

• Keeping logs of regulated work and reviewed items.

• Attaining billable hours objective through the production of client deliverables.

• Delivering the above to client specific reporting deadlines.

📌 Investment Reporting Analyst (Haryana)
🏢 Skywings Advisors
📍 Haryana

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