Lead Analyst

Job description:

Job Description

Posiition: Lead Analyst

Shift: 12:00pm- 9:30pm

About the Team: -Team is responsible for preparing, reviewing, and delivering high-quality client reports, portfolio analytics, and investor communications materials. The role involves close collaboration with multiple teams to ensure accurate, timely, and compliant reporting for institutional clients.

 Key Responsibilities: -

• Prepare and review periodic client reports, investor statements, factsheet and performance summaries

. • Act as a subject matter expert for client reporting, ensuring high standards of accuracy, consistency, and compliance with internal policies and client requirements.

• Analyze ad-hoc client reporting requirements and ensure accurate and timely delivery. 

• Manage day-to-day team deliverables, including work allocation, prioritization, and timely completion of reporting cycles.

• Maintain strong controls to ensure data integrity and compliance with regulatory requirements.

• Drive process improvements and automation initiatives to streamline reporting workflows and reduce manual intervention

. • Own and continuously enhance process documentation, including SOPs, control checklists, and training materials.

• Support management with client interactions, escalations, and internal reporting related to service delivery and performance metrics.

Desired Candidate Profile: -

• Postgraduate in Finance with 6 to 9 years of relevant experience in asset management, private credit, or a similar financial services environment, including team leadership.

• Strong understanding of investment products, portfolio/investor reporting, and performance measurement.

• Demonstrated experience in managing complex reports and end-to-end reporting cycles.

• Strong Microsoft Office skills (MS Excel, MS PowerPoint, and MS Word).

• Proven ability to lead teams, manage workloads, mentor junior staff, and drive performance under tight deadlines.

• Strong analytical, problem-solving, and decision-making skills with high attention to detail.

• Excellent interpersonal and communication skills in verbal and written English is a must.

• A desire to work in an international team environment, often under pressure, and with multiple stakeholders. 

Experience: 5-8 Years
.

Reinvent your world. We are building a modern Wipro. We are an end-to-end digital transformation partner with the boldest ambitions. To realize them, we need people inspired by reinvention. Of yourself, your career, and your skills. We want to see the constant evolution of our business and our industry. It has always been in our DNA - as the world around us changes, so do we. Join a business powered by purpose and a place that empowers you to design your own reinvention.