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Performance Reporting

Kolkata, WB
Job Code:
  • Banking & Finance
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Job Details

Job Description1. Using performance/attribution software, create, quality control and distribute monthly results for all clients to agreed levels, formats and deadlines. Provide further analysis as requested by recipients, and explain and present the calculations and results as required.2. Update monthly fund benchmarks, incorporating changes to asset allocation or structure. Build relationships with external benchmark data providers, ensuring information is received timely and keeping abreast of market and index developments.3. Manage Performance team relationships with clients senior management, investment managers, third party Relationship and Distribution teams as requested, providing support and analysis for clients internal and external meetings, pitches, surveys and regular client reports.4. Maintain good relationships with the Performance teams peers globally. Maintain Account Manager responsibility for assigned internal and external groups.5. Ensure timely supply of accurate investment data to external agencies and interpret/analyse the results from these agencies. Liaise with them to build successful working relationships, including input to vendor fee arrangements, as required.6. Assist in maintenance of GIPS compliant composites, including maintenance of records, composite construction and calculation and creation of GIPS compliant presentations. Also, respond to ad-hoc requests for compliant and non-compliant information from clients.7. Adhere to clients service level agreements, internally and upwardly communicating delays and issues. Participate in production of regular internal reports for management information, including the calculation of KPIs. 8. Assume responsibility for specific ad-hoc or ongoing performance related client changes and projects, acting as representative on change and project teams and assisting in the successful completion of changes and projects to timescale and budget.Skills2 - 5 years of experience into Performance Reporting/as a performance analyst for Financial Service/Banking Industry.
Degree: M.Com. (Commerce) | M.Pharm. (Pharmacy) | M.Sc. (Science) | MA (Arts) | MBA/ PGDM | MCA/ PGDCA

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: 2-5


Back Office | Finance/Budgeting | Financial Analysis
Applying for this job will take you to an external site


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