IM Operations 2-4Yrs

Job Description

Background on the Team

The position would be responsible for performing Portfolio and Client Reporting function for Investment Strategies across globe. While preparing and delivering reports for the clients’ remains the core responsibility, there are other tasks as well which form part of this role. These include replying to client enquiries, request for data/reports from the Investment team, Sales team, Clients, etc. 

The Reports prepared could range from very simple, standard reports which are mainly automated (system generated) or highly customized (complex) reports dictated by the clients which can be quite manual in nature. The form in which they are delivered could be excel files, pdf files, word document, power point presentation and other such medium. Some of the common report types are Performance files, Positions/Holdings, Transaction Reports, Asset Compositions, Ratings Breakdown, etc. All reports must be delivered as per the fre...