Job Description

Investment Reporting Analyst-2years+-Gurgaon
Summary -
An exciting opportunity to join a global investment consulting team where you'll support UK-based clients with investment performance reporting, fund analysis, and data management. This role is ideal for candidates passionate about financial markets, numbers, and investment analytics.
Location - Gurgaon (Hybrid)
Your Future Employer -
A global leader providing insurance, risk management, and investment consulting services with a strong presence across multiple countries.
Responsibilities - * Preparing performance monitoring and valuation reports for client portfolios.

• Drafting quarterly investment summaries and market performance updates.
• Managing data received from investment managers and ensuring accuracy.
• Assisting in the preparation of investment sections for trustee and annual reports.
• Maintaining databases related to investment funds, exposure, and client assets.

Requirements - * Bachelor's degree in Finance, Economics, Mathematics, or related discipline.

• Strong analytical and numerical skills with proficiency in MS Excel.
• Good understanding of investment terms, market concepts, and fund structures.
• Excellent attention to detail and ability to meet tight deadlines.
• Flexible to work in UK (GMT) hours and collaborate with offshore teams.

What's in it for you -

• Exposure to global investment consulting practices.
• Structured learning and development support including CFA assistance.
• Dynamic work environment with growth opportunities in investment analytics.

Reach us -
If you think this role is aligned with your career, kindly write to me along with your updated CV at shubhi.kumar@crescendogroup.in for a confidential discussion on the role.
Disclaimer -
Crescendo Global specializes in senior to mid-level niche recruitment. We are passionate about empowering job seekers and employers with a meaningful and engaging hiring experience. Crescendo Global does not discriminate based on race, religion, color, origin, gender, sexual orientation, age, marital status, veteran status, or disability.
Note -
We receive numerous applications daily; if you do not hear back within a week, please assume your profile has not been shortlisted. Your patience is appreciated. Beware of scams-Crescendo Global never asks for money or purchases. Verify all opportunities at .
Profile Keywords -
Investment Reporting, Investment Analyst, Fund Reporting, Performance Analytics, Financial Markets, Wealth Management, CFA, Portfolio Reporting, Investment Consulting, Jobs in Gurgaon, Crescendo Global

Skills Required