Products - BEAT Edge Platform, CDB Support, Handling Adhoc Requests, Fund Reporting, Fund Analysis, Financial Instruments, Test Automation, Client Reporting, Factsheets, Investment Strategies, Portfolio Management, Client Onboarding & Profile Creation.*Responsible for Client Reporting, Factsheets and Investment Consultant Databases.*Working for Six different Global Asset Managing clients across the regions.*Prepare regular ad hoc investment performance reports for… Show more Products - BEAT Edge Platform, CDB Support, Handling Adhoc Requests, Fund Reporting, Fund Analysis, Financial Instruments, Test Automation, Client Reporting, Factsheets, Investment Strategies, Portfolio Management, Client Onboarding & Profile Creation.*Responsible for Client Reporting, Factsheets and Investment Consultant Databases.*Working for Six different Global Asset Managing clients across the regions.*Prepare regular ad hoc investment performance reports for clients including institutional investors, fund managers and individual investors. Those reports includes portfolio performance, asset allocation, market commentary, top securities and relevant insights.*Analysing and Managing various asset classes such as Equity, Fixed Income, Mutual Funds, Commingled Funds, LP Funds, Municipal Bonds, Composite Funds, Russell A/C, etc).*Perform thorough quality checks on data entries to maintain data integrity and accuracy. Identify and rectify discrepancies and errors promptly.*Collaborate with the technical teams regarding funds profile creation, client onboarding, profile creation and building client focused platforms for effective accessibility to their portfolio.*Collect, Validate and input investment related data including asset class informations, fund performance, holdings, characteristics, firm and product aum, pricing and other relevant data points into consultant databases (20+ including Evestment, Mercer, Callan, PSN Informa, etc.).*Develop and produce Factsheets that provides concise and clear information about investment funds or portfolios. These Factsheets typically include funds characteristics, performance matrices, holdings, benchmarks and other key data points.*Providing qualitative assistance to the asset managers such as Narratives, Template creation, Adhoc Requests and working on GIPS reports, Investment Strategies, Buy and Sell disciplines.*Regular interaction with clients regarding process status and queries updation. Show less

Products - Thomson Reuters Deals Database, EIKON, DE Forms, GDI, SCOUT, M&A, SDC Workspace, Company Records, Market Research and Analysis.*Conducting research on global infrastructure project and creating a project finance deals. Proper analysis of project financed through loans, Bonds, Grants, Sponsor Equity.*Keep abreast of daily project activity to ensure information is timely and complete.*Maximize usage of available tools/support to best of advantage to… Show more Products - Thomson Reuters Deals Database, EIKON, DE Forms, GDI, SCOUT, M&A, SDC Workspace, Company Records, Market Research and Analysis.*Conducting research on global infrastructure project and creating a project finance deals. Proper analysis of project financed through loans, Bonds, Grants, Sponsor Equity.*Keep abreast of daily project activity to ensure information is timely and complete.*Maximize usage of available tools/support to best of advantage to maintain/improve content quality during daily operations.*Using more technical and financial knowledge to add value to the project. *Conducting Financial statement analysis, Company analysis, Capturing M&A Deals, Company Records Creation, Market Research.*Financial markets, analytical skills to interpret market trends, risk management proficiency, and knowledge of trading platforms.*Solving client queries related to the projects on a stipulated time. And delivering quality projects with timeliness. *Routine quality checks and providing training to the new joinees. Show less