Capital Markets Operations Analyst
Core
Manages the end-to-end client reporting lifecycle for capital markets and mutual funds, including gathering inputs, validating investment data, preparing reports and pitchbooks, and ensuring regulatory compliance.
Role type
Capital Markets Operations Analyst
Builds
Portfolio performance reports, factsheets, pitchbooks, due diligence questionnaires, regulatory reports, and valuation statements.
Domain
Capital Markets / Asset Management
Required skills
Asset Portfolio Analysis, Analysis and Reporting, Data Analysis, Reporting Tools, Compliance Knowledge, Process Improvement
Preferred skills
None stated
Technologies
None stated
Responsibilities
Gather reporting inputs, validate investment data, prepare reports and pitchbooks, perform quality reviews, coordinate stakeholder requirements, deliver accurate reports within timelines.
Seniority
Mid-level Individual Contributor