Analyst Senior Analyst Portfolio Reporting
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Job Location:
Monthly Salary:
Posted on:
12 hours ago
Vacancies:
1 Vacancy
Job Summary
Location: / Bangalore
Work Experience
Analyst/Senior Analyst: 1-6 years
CTC- 10LPA-20LPA
Key Responsibilities:
Quarterly Reporting: Assist in preparing and delivering detailed quarterly reports on the logistics
portfolio including operational metrics financial performance and portfolio insights.
LP Reporting: Contribute to the preparation of quarterly updates and letters for Limited Partners
ensuring accuracy and alignment with portfolio performance.
Operational Metrics: Monitor analyze and report on key operating metrics to provide actionable insights
into portfolio performance and trends.
Advanced Data Analysis: Leverage advanced Excel functions (e.g. pivot tables macros and complex
formulas) to streamline reporting processes and perform in-depth data analysis.
Real Estate Expertise: Apply knowledge and experience in the real estate business to ensure accurate
tracking analysis and reporting of portfolio performance.
Essential Skills & Experience:
Master s degree Major in Finance from a reputed university
Understanding of Real Estate / Private Equity business
Exceptional quantitative aptitude and skill set with a mastery of Microsoft Office applications
Previous background with asset management or portfolio management preferable
Knowledge of advanced excel is must
Acute focus on attention to detail accuracy and data validation
Effective communication skills (listening verbal and written)
Excellent interpersonal and teamwork skills
Sound judgment and discretion
CFA/CAIA designation a plus
Key Responsibilities:
Quarterly Reporting: Assist in preparing and delivering detailed quarterly reports on the logistics
portfolio including operational metrics financial performance and portfolio insights.
LP Reporting: Contribute to the preparation of quarterly updates and letters for Limited Partners
ensuring accuracy and alignment with portfolio performance.
Operational Metrics: Monitor analyze and report on key operating metrics to provide actionable insights
into portfolio performance and trends.
Advanced Data Analysis: Leverage advanced Excel functions (e.g. pivot tables macros and complex
formulas) to streamline reporting processes and perform in-depth data analysis.
Real Estate Expertise: Apply knowledge and experience in the real estate business to ensure accurate
tracking analysis and reporting of portfolio performance.
Essential Skills & Experience:
Master s degree Major in Finance from a reputed university
Understanding of Real Estate / Private Equity business
Exceptional quantitative aptitude and skill set with a mastery of Microsoft Office applications
Previous background with asset management or portfolio management preferable
Knowledge of advanced excel is must
Acute focus on attention to detail accuracy and data validation
Effective communication skills (listening verbal and written)
Excellent interpersonal and teamwork skills
Sound judgment and discretion
CFA/CAIA designation a plus
