Investment Analyst - India
Ascensus is looking for an Investment Analyst to support its Investment Management team in India. The role involves extracting and managing financial data from Morningstar for internal and external reporting, including fund oversight and client-facing performance reports. Candidates require experience in finance with strong Microsoft Excel and Morningstar database skills. The position demands high accuracy in performance reporting and the ability to work in a fast-paced environment.
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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 its Investment Management team in India. The role involves extracting and managing financial data from Morningstar for internal and external reporting, including fund oversight and client-facing performance reports. Candidates require experience in finance with strong Microsoft Excel and Morningstar database skills. The position demands high accuracy in performance reporting and the ability to work in a fast-paced environment.
TAL's take
Solid mid-tier firm, well-defined analytical role with clear responsibilities in the finance domain.
The JD provides a precise list of responsibilities and technical expectations related to investment data management.
Must haves
- Commerce Graduate or Postgraduate in Finance
- 2-4 years of experience in Finance or Investment management
- Proficiency in Microsoft Excel for data retrieval and analytical modeling
- Experience with Morningstar database for downloads and report building
Tools and skills
Nice to have: factset, bloomberg.
About the company
Established US-based financial services platform provider.