Investment Reporting Analyst

About Qode

Qode Advisors LLP is a SEBI-registered asset management firm offering Portfolio Management Services (PMS) to high-net-worth individuals and families. Since 2016, we have combined quantitative models with deep fundamental insights to deliver consistent, long-term returns. Backed by a 30-member high-performing team, Qode is built on research, discipline, and strong investor alignment.

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

Benefits

Skills Required

Derivatives, Ms Excel, Powerpoint, options, Reporting Tools, Financial Markets