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.