Kochi
16 days ago
Associate II - Client Reporting Analyst
Job Title: Client Reporting Analyst

Experience: 2+ years
Location: Kochi (Only)
Job Type: Full-time

Responsibilities

Manage day-to-day production of accurate and timely client and fund reports, including Quarterly Investment Reports

Ensure production controls are followed and effectively used by the team

Handle daily stakeholder communication professionally and efficiently

Draft and maintain procedural documentation, aligning with best practices

Maintain and update global, regional, and country reporting templates to meet compliance requirements

Collaborate across business functions and regions to coordinate report production and resolve queries

Investigate and resolve discrepancies, client queries, and reporting exceptions

Identify inefficiencies in the reporting process and implement improvements

Support reporting system updates and process enhancements

Stay updated on regulatory reporting requirements and ensure compliance

Contribute to management information and KPIs for senior leadership

Participate in reporting-related projects

Must-Have

Minimum 2 years of experience in financial services, preferably in reporting or data functions

Strong stakeholder management and communication skills

Proficient in Microsoft Office (Excel, Word, Outlook, PowerPoint)

High attention to detail with strong problem-solving and time management skills

Ability to manage multiple priorities under tight deadlines

Strong team player with a delivery-focused mindset

Good-to-Have

Experience in reporting implementation projects

Knowledge of fund structures and investment reporting processes

Familiarity with Vermillion or similar reporting platforms

Investment Operations Certificate (IOC) certified

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