CareerPlan

Investor Reporting Associate

Gurugram, Haryana, IndiaFull-time2026-11-04 → 2026-11-10
Hybrid

Core

Producing comprehensive financial report packages and managing quality control for investment reviews.

Role type

Associate financial reporting specialist

Builds

Financial activity statements, Investment Review Reports, FAS157 reports, ERISA disclosure reports, meeting books, and client presentations

Domain

Financial Services / Asset Management

Deliverable

dashboards & analysis

Required skills

Financial reporting, Portfolio valuation, Transaction processing, ROA creation, MS Excel, MS Word, MS Outlook, Capital Markets knowledge (Securities, Funds, Forex)

Preferred skills

PowerPoint, GIM E3, SSRS, Portstat, MoneyMate, VRS, Cross-functional collaboration, Independent work management