Specialist - Investments

Overview

Specialist role in investments focused on clarifying complex client-specific data for investment performance reporting, supporting investment committee papers, client reviews and sales research.

What you'll do

• Clarify more complex client-specific data for reporting investment performance.
• Liaise with the centralized reporting team on report format and layout.
• Monitor developments in investment reporting and notify of any critical issues.
• Handle more complex inquiries from clients and consultants on performance.
• Produce research reports and investment papers timely and accurately for regular investment committee meetings.
• Provide professional and accurate input into annual client review meetings.
• Provide research supporting the sales effort.

Details

• Location: Gurugram - DLF Building.
• Work mode: hybrid. Colleagues are expected to be in their local office or working onsite with clients at least three days per week, with one anchor day per week for office-based teams.