Investment Reporting Analyst

Job Description

Role Overview :

The Investment Reporting Analyst will manage client investment reporting, portfolios, and dashboards while ensuring accuracy and timely delivery. The role supports performance analysis, investor communication, and process improvements.

Key Responsibilities :

Manage client investment accounts and prepare regular updates for RMS of the client.

Maintain, review, and update client reports accurately and on time.

Track account margins and help in deployment of excess funds in line with company policies.

Assist in fee calculations, quarterly performance reports, and investor communications.

Prepare and format pitch decks for client and internal presentations.

Coordinate with finance and cross-functional teams to ensure smooth operations.

Prepare MIS reports for internal management review.

Update client dashboards and summary reports.

Identify and contribute to process improvements in reporting and operations.

Use technology tools (Excel, PowerPoint, and other reporting platforms) to automate and enhance outputs.

Stay updated on market developments and financial insights relevant to client portfolios.

Requirements

Skills & Qualifications :

• Bachelors degree in Finance, Accounting, Economics, or related field (freshers welcome).
• 0–1 year of experience in finance, accounts, or reporting (internship experience accepted).
• Knowledge of financial markets, including options and derivatives.
• Good communication and presentation skills.
• Proficiency in MS Excel (must) and willingness to learn reporting tools.
• Strong attention to detail with a willingness to learn and grow.
• Ability to work in a team environment and manage tasks within deadlines.

Benefits

Requirements

Bachelors degree in Finance, Accounting, Economics, or related field (freshers welcome). 0–1 year of experience in finance, accounts, or reporting (internship experience accepted). Knowledge of financial markets, including options and derivatives. Good communication and presentation skills. Proficiency in MS Excel (must) and willingness to learn reporting tools. Strong attention to detail with a willingness to learn and grow. Ability to work in a team environment and manage tasks within deadlines.