BXCI Finance Client Reporting

Job Location: Bangalore

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.
- Coordinate with internal teams to gather portfolio data, performance metrics, and commentary.
- Reconcile portfolio data across internal systems and third-party administrators.
- Utilize advanced Excel and reporting tools to maintain templates, automate recurring processes, and improve reporting efficiency.
- Ability to analyze and understand reporting requirements and prepare accurate ad-hoc reports accordingly.
- Identify opportunities to streamline reporting workflows and reduce manual intervention.




- Maintain strong controls to ensure data integrity and compliance with regulatory requirements.
- Assist in documenting processes, maintaining SOPs, and checklists.

Desired Candidate Profile

- • Candidate must be a Postgraduate in finance with 6 to 9 years of relevant experience in asset management, credit, private equity or similar environment.
- Strong understanding of investment products, portfolio/investor reporting, and performance measurement.
- Robust Microsoft Office skills (MS Excel, MS PowerPoint, and MS Word).
- The ability to effectively work as an individual contributor and possess strong analytical, problem solving, critical thinking and decision-making skills • Strong attention to detail and ability to work under tight deadlines.
- Excellent interpersonal and communication skills in verbal and written English is a must.
- A desire to work in an international team environment, often under pressure, and with multiple stakeholders.

Sensitivity: Internal & Restricted

📌 Client Reporting/DDQ/Pitch books/Private equity (Bengaluru)
🏢 The Hird
📍 Bengaluru