Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance.

Within

Empower and our communities, we work hard to create a welcoming and inclusive workplace, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

The primary role of a Senior Financial Analyst is at Empower India to ensure that all the reporting activities are done as per FR norms. Some of the key activities are Trust reporting, BBG indexing, SVF, and financial statement analysis.

DUTIES / RESPONSIBILITIES / ESSENTIAL FUNCTIONS:

- Completes processing steps as documented within standard operating procedures
- Review of price confirmation collection from Fund Houses and within the department
- Perform daily reporting activities as per FR norms
- Analyze Financial statement from Vendor
- Provide subject matter expertise support to onshore and downstream teams
- Liaise with the Fund Houses to resolve issues and minimize risk
- Participate in adhoc projects within the team as needed
- Effectively & efficiently enter the analysis into the Spreadsheet for Fund Reporting & Performance and also QC peers' work.
- Complete all daily, monthly, and ad-hoc tasks and reporting accurately
- Escalate all issues promptly and effectively to supervisor
- Analyze and manage change notifications from Fund Houses to understand the functional/data impact of changes to the system.




- Drive high satisfaction, quality, and efficiency for clients
- Deliver superior results quickly and efficiently, utilizing effective time management skills.
- Drive innovation through collaboration with partners and business processes
- Escalate all issues promptly and effectively to supervisor/Front line Manager

Shift Timing: 1:30 PM to 10:30 PM IST - Monday to Friday.

EDUCATION:

- Bachelor's Degree in Finance, Accounting is a must/MBA

OTHER PREFERRED QUALIFICATIONS:

- 4 to 6 years of asset pricing (like Equities, Bonds, and Mutual Funds) and fund performance experience is a must
- Vendor knowledge i.e. Bloomberg, IDC, Eikon, etc. will be preferred
- Knowledge of Capital Market and Investment Banking Industry preferred
- Understands the financial statement and credit report from vendor
- Eye to detail-oriented candidature with strong analytical, interpersonal, and organizational skills
- Must be deadline oriented ensuring issues are being resolved and clients are kept apprised of progress ensuring highest level of client service and satisfaction
- Should have good oral and written communication skills as the role demands extensive partner communication via calls and emails.

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply.

All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

Locations: Primary location Bengaluru, Karnataka

📌 Sr Analyst Investment Reporting (India)
🏢 Empower
📍 India