Senior Analyst - Performance Reporting/ Investment Performance - 3+ Years - Pan India Location: Mumbai

Functional Practices: Performance Management, Financial Services Practice

Job Type: Permanent

Contact Name: Vanika Arora

Contact Email: [email protected]

Job Ref: 122246

Published: about 18 hours ago

Position Overview We are looking for a Performance Reporting qualified to support fund performance reporting, portfolio analysis, and investor-facing presentations. The role involves analyzing performance and attribution data, validating portfolio information, and ensuring accurate, high-quality reporting materials.

Skill Set

- Investment Performance
- Performance Reporting
- Performance Attribution
- Client Reporting
- Investor Reporting
- Portfolio Analysis

Industry Financial Services / Asset Management

Location Options

- Mumbai
- Pune
- Chennai
- Gurugram

Your Future Employer A leading global analytics and research organization.

Responsibilities

- Prepare and update monthly and quarterly fund performance and investor reporting materials.
- Analyze portfolio performance, risk metrics, allocation changes, and other quantitative data.
- Conduct performance attribution analysis and assess the impact of market movements on fund returns.
- Validate portfolio data, identify discrepancies, and ensure accuracy and quality of reporting.
- Manage stakeholder communication, client requirements, and overall project delivery while driving process improvements.

Requirements

- MBA (Finance), CA, or CFA qualification.
- Relevant experience in investment performance, performance reporting, or portfolio analysis.
- Strong understanding of performance attribution, fund performance, and financial markets.
- Strong Excel and analytical skills with an eye for data accuracy and discrepancies.




- Excellent presentation, communication, and stakeholder management skills.

What's in it for you?

- Opportunity to work with a leading global analytics and research organization.
- Exposure to investment performance, portfolio analytics, and investor reporting.
- Opportunity to work closely with investment and client-facing stakeholders.
- Strong learning and career growth opportunities in financial services.

Reach Us If you feel this chance is well aligned with your career progression plans, please feel free to reach me with your updated profile at [email protected] for a confidential discussion on the role.

Disclaimer Crescendo Global specializes in Senior to C-level niche recruitment. We are passionate about empowering job seekers and employers with an engaging, memorable job search and leadership hiring experience. Crescendo Global does not discriminate on the basis of race, religion, color, origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

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Keywords Investment Performance, Performance Reporting, Performance Analyst, Performance Attribution, Portfolio Analysis, Fund Performance, Investor Reporting, Client Reporting, Portfolio Analytics, Risk Metrics, Asset Management, Investment Management, Financial Markets, Fund Reporting, Performance Measurement, Excel

📌 Senior Analyst - Performance Reporting/ Investment Performance - 3+ (India)
🏢 Crescendo Global
📍 India