Investment Analyst
Ascensus is looking for an Investment Analyst to support the Investment Management team in their Hyderabad office. The role focuses on data extraction, performance reporting, and maintaining investment databases for government savings and retirement products. Key responsibilities include managing Morningstar data, generating client factsheets, and ensuring reporting accuracy. The position requires a finance background and proficiency in Excel and Morningstar tools.
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Experience
2-4 years
Function
Finance
Work mode
Onsite, India
Company
Tier 2
What you will work on
Ascensus is looking for an Investment Analyst to support the Investment Management team in their Hyderabad office. The role focuses on data extraction, performance reporting, and maintaining investment databases for government savings and retirement products. Key responsibilities include managing Morningstar data, generating client factsheets, and ensuring reporting accuracy. The position requires a finance background and proficiency in Excel and Morningstar tools.
TAL's take
Solid role at an established mid-stage financial technology firm with clear, well-defined responsibilities.
The JD provides a highly granular breakdown of specific analytical and reporting tasks using Morningstar data, leaving little ambiguity regarding the daily work.
Must haves
- Commerce graduate or postgraduate in Finance
- 2-4 years experience in Finance/Investment management
- Proficiency in Microsoft Excel for data retrieval and modeling
- Experience with Morningstar database downloads and reporting
- Ability to work in flexible shifts based on business requirements
Tools and skills
Nice to have: factset, bloomberg.
About the company
Established financial services platform with significant market scale but not a widely recognized engineering-first brand.