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Analyst Portfolio & Client Report Investment

Mumbai, MH
Job Code:
  • IT
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Job Details

Primary Responsibilities Portfolio / Client Reporting to Internal and External stakeholders - production, oversight, problem solving Complete understanding of product profiles Periodic Risk and Exception reporting to senior management Liaising with global counterparts and service providers to ensure accuracy of books Involvement in projects related to the job function Perform related duties as assignedSkills required (essential) Demonstrates a clear understanding of the business they support and client requirements Strong customer service focus, interpersonal and communication skills Strong analysis and problem solving skills required. Ability to facilitate and execute the analysis of data and technical issues Performs tasks that require deep analytical skills and keep Management informed of progress and activities within their respective area. Understands the importance of following defined procedures and completing the appropriate checklists Strong organizational skills, including the ability to coordinate, prioritize, and manage multiple activities Takes personal responsibility for resolving client issues, is able to clearly escalate cause and resolution, does not compromise control to comply with clients requests Excellent verbal and written communication abilities Exhibit a strong sense of urgency, accountability, ownership Ability to follow-up & work with teams at off-site/remote locations Proficient with Computers and in particular MS Office applications Helps to create a positive work environment that builds trust, finds innovative ways to improve team work Shows a willingness to help others in the team with tasks and issues Ability to multi task and prioritize functions and tasks. May delegate work to more junior staff on their immediate team and may have responsibility over such management tools/methods as work queues, checklists, depth charts and holiday calendars for the teams Ability to identify and escalate risk issues to stakeholders Relevant prior experience in reconciliations and reporting will be an added advantage Actively participates in team meetings, raising issues, questioning others and offering solutions/ideas. Proactively ensures upward and peer communication of initiative, issues and successes
Degree: MBA/ PGDM

Additional Degree: BA (Arts) | B.Com. (Commerce) | B.Pharm. (Pharmacy) | B.Plan. (Planning) | B.Sc. (Science) | BBA/ BBM/ BBS | BCA (Computer Application) | Diploma-Other Diploma | B.Ed. (Education) | BHM (Hotel Management)

Experience: 3-5


Credit Control & Collections | Finance/Budgeting | Financial Analysis
Applying for this job will take you to an external site


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