Senior Analyst, Investment Reporting

Job not on LinkedIn

🔥 4 minutes ago

🇮🇳 India – Remote

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 10%

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Logo of Empower

Empower

10,000+ employees

💸 Finance

💳 Fintech

👥 B2C

Finance • Fintech • B2C

Empower is a leading provider of financial services focused on helping individuals and organizations achieve financial freedom through retirement planning and investment management. Serving over 19 million Americans, Empower offers a comprehensive suite of finance-related services, including smart planning and investment advice, and tools like the Empower Personal Dashboard™ for a complete financial view. The company is renowned as a top retirement plan provider and works closely with personal investors, workplace plan savers, plan sponsors, and financial professionals. Empower is also recognized for initiatives in Diversity, Equity, Inclusion, and has a social commitment that bolsters community impact.

📋 Description

• Complete processing steps documented in standard operating procedures • Review price confirmation collection from Fund Houses and within the department • Perform daily reporting activities according to FR norms • Analyze financial statements from vendors • Provide subject matter expertise support to onshore and downstream teams • Liaise with Fund Houses to resolve issues and minimize risk • Participate in ad hoc team projects • Enter analysis into spreadsheets for Fund Reporting & Performance • Quality-control peers’ work • Complete daily, monthly, and ad hoc tasks and reporting accurately • Escalate issues promptly and effectively to the supervisor or Front Line Manager • Analyze and manage change notifications from Fund Houses to understand functional and data impacts • Drive client satisfaction, quality, and efficiency • Drive innovation through collaboration with partners and business processes

🎯 Requirements

• Bachelor’s Degree in Finance or Accounting is required; MBA • 4 to 6 years of asset pricing experience, including Equities, Bonds, and Mutual Funds • Fund performance experience • Vendor knowledge of Bloomberg, IDC, Eikon, etc. preferred • Knowledge of Capital Market and Investment Banking Industry preferred • Understanding of financial statements and credit reports from vendors • Strong analytical, interpersonal, and organizational skills • Deadline-oriented, with ability to resolve issues and keep clients apprised of progress • Good oral and written communication skills • Ability to work Monday to Friday, 1:30 PM to 10:30 PM IST

🏖️ Benefits

• Flexible work environment • Fluid career paths • Internal mobility opportunities • Purpose, well-being, and work-life balance support • Welcoming and inclusive work environment • Volunteering opportunities • Remote work arrangement

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