Specialist, Client Reporting/Performance Representative

Job description

We’re seeking a future team member for the role of *Specialist, Client Reporting/Performance Representative*to join our Insights - Investments Client Reporting team. This role is located in Pune. In this role, you’ll make an impact in the following ways: • Processing and reviewing of regulatory reports, bespoke, Factsheet, Investment & meeting packs for Institutional clients, client service team and Portfolio Managers. • Perform detailed checks on holdings, performance, attribution, exposures, and benchmark data. • Reconcile data across reporting platforms and investigate discrepancies. • Partners with global teams including Performance, Portfolio Management, Client Services, Fund Accounting, Data Management, and Audit. • Maintain audit‑ready documentation including SOPs, approvals, and report circulation logs. • Contribute to automation, standardization, and process‑efficiency initiatives within the reporting team. To be successful in this role, we’re seeking the following: • 2 to 3 years of experience in Client Reporting, Performance Reporting, or Investment Operations. • Strong understanding of investment products (Fixed Income, LDI, Multi‑Asset, Equity, structured products). • Advanced Excel skills (formulas, data manipulation, automation preferred). • Experience with reporting tools like Vermilion Suite, or similar systems. • Strong analytical mindset with exceptional attention to detail. • Ability to work under tight deadlines across multiple time zones. • Clear and structured communication skills with cross‑functional stakeholders.