Kochi
18 hours ago
Associate I - Client and fund reporting

The Analyst will support the Reporting Team in creating, reviewing, and maintaining client and fund reporting outputs. This role is ideal for an entry-level professional looking to build a strong foundation in financial reporting, operational controls, and compliance within a dynamic and fast-paced environment.

Key Responsibilities

Support the team in the creation and checking of client and fund reporting outputs.

Learn and apply reporting procedures, controls, and compliance requirements.

Assist with data validation, reconciliations, and template maintenance.

Respond to straightforward queries and escalate complex issues appropriately.

Update and maintain process documentation as required.

Build a foundational understanding of reporting processes and requirements.

Mandatory Skills

Basic understanding or exposure to financial services or fund reporting environments.

Good working knowledge of Microsoft Office suite; especially Excel.

Strong attention to detail with a focus on accuracy and data integrity.

Ability to follow instructions and established procedures effectively.

Strong communication and teamwork skills.

Proactive and enthusiastic attitude with a willingness to learn.

Commitment to personal and professional development.

Good to Have Skills

Prior internship or experience in financial operations, client reporting, or data analysis.

Knowledge of fund structures, reporting cycles, or investment products.

Experience using reporting tools or data management systems.

Familiarity with process improvement or documentation maintenance.

Analytical mindset with an interest in compliance and control frameworks.

Shift : EMEA/APAC/US 
Confirmar seu email: Enviar Email