Senior Analyst
Role Purpose
The purpose of the role is to provide effective technical support to the process and actively resolve client issues directly or through timely escalation to meet process SLAs.
͏
Job Title: Senior Analyst
Location: Bengaluru, India
Business Unit: Real Estate Finance
About the Team:
This team is responsible Investor Reporting for the Real Estate funds. The role will require working closely with the Investor Reporting team in New York.
Key Responsibilities:
• Develop a good understanding of real estate private equity funds’ operations, quarterly reporting deliverables, financial systems/applications and the reporting source data.
• Prepare and review customized Investor reporting templates for all Real Estate funds, ensuring accuracy and quality
• Prepare Quarterly Investor Reports and Performance Summaries.
• Provide Audit confirmation to auditors and handling auditor inquiries
• Perform Management Fee calculations/ Investor memo.
• Create and review Salesforce tickets for tracking investor requests.
• Perform IRR and Time Weighted Return and Leverage Ratio calculation for Real Estate funds.
• Handling LP Mailbox and investor queries on daily basis
• Onboarding Investors to a fund or Investment platform and manage/update salesforce for onboarding
• Handing ad-hoc requests.
• Participate in the process documentation efforts and creation of SOPs.
• Responsible for the training of new and current Investor Reporting Specialists.
Desired Candidate Profile:
• MBA/Postgraduate with good knowledge in Finance and Reporting.
• Candidates must have 3-4 years of relevant experience in financial reporting, performance reporting.
• Strong Microsoft Office skills (MS Excel, MS PowerPoint and MS Word)
• The ability to effectively work as an individual contributor and possess strong analytical, problem solving, critical thinking and decision-making skills, multitask and deliver under tight deadlines
• The profile involves effective communication across Clients’ facilities globally and hence possessing excellent interpersonal and communication skills in verbal and written English is a must
• A desire to work in an international team environment, often under pressure and with multiple stakeholders
• Ability to manage multiple tasks and shift priorities as appropriate to meet reporting deadlines and maintain reporting accuracy and analysis abilities with strong attention to detail.
• Self-motivated with strong attention to detail and excellent organization skills
• Proven ability to build strong relationships with stakeholders, learn quickly, be flexible and think strategically.
• Strong organizational and time management skills necessary.
͏
-
Job Title: Senior Analyst
Location: Bengaluru, India
Business Unit: Real Estate FinanceAbout the Team:
This team is responsible Investor Reporting for the Real Estate funds. The role will require working closely with the Investor Reporting team in New York.Key Responsibilities:
• Develop a good understanding of real estate private equity funds’ operations, quarterly reporting deliverables, financial systems/applications and the reporting source data.
• Prepare and review customized Investor reporting templates for all Real Estate funds, ensuring accuracy and quality
• Prepare Quarterly Investor Reports and Performance Summaries.
• Provide Audit confirmation to auditors and handling auditor inquiries
• Perform Management Fee calculations/ Investor memo.
• Create and review Salesforce tickets for tracking investor requests.
• Perform IRR and Time Weighted Return and Leverage Ratio calculation for Real Estate funds.
• Handling LP Mailbox and investor queries on daily basis
• Onboarding Investors to a fund or Investment platform and manage/update salesforce for onboarding
• Handing ad-hoc requests.
• Participate in the process documentation efforts and creation of SOPs.
• Responsible for the training of new and current Investor Reporting Specialists.Desired Candidate Profile:
• MBA/Postgraduate with good knowledge in Finance and Reporting.
• Candidates must have 3-4 years of relevant experience in financial reporting, performance reporting.
• Strong Microsoft Office skills (MS Excel, MS PowerPoint and MS Word)
• The ability to effectively work as an individual contributor and possess strong analytical, problem solving, critical thinking and decision-making skills, multitask and deliver under tight deadlines
• The profile involves effective communication across Clients’ facilities globally and hence possessing excellent interpersonal and communication skills in verbal and written English is a must
• A desire to work in an international team environment, often under pressure and with multiple stakeholders
• Ability to manage multiple tasks and shift priorities as appropriate to meet reporting deadlines and maintain reporting accuracy and analysis abilities with strong attention to detail.
• Self-motivated with strong attention to detail and excellent organization skills
• Proven ability to build strong relationships with stakeholders, learn quickly, be flexible and think strategically.
• Strong organizational and time management skills necessary.
͏
-
Job Title: Senior Analyst
Location: Bengaluru, India
Business Unit: Real Estate FinanceAbout the Team:
This team is responsible Investor Reporting for the Real Estate funds. The role will require working closely with the Investor Reporting team in New York.Key Responsibilities:
• Develop a good understanding of real estate private equity funds’ operations, quarterly reporting deliverables, financial systems/applications and the reporting source data.
• Prepare and review customized Investor reporting templates for all Real Estate funds, ensuring accuracy and quality
• Prepare Quarterly Investor Reports and Performance Summaries.
• Provide Audit confirmation to auditors and handling auditor inquiries
• Perform Management Fee calculations/ Investor memo.
• Create and review Salesforce tickets for tracking investor requests.
• Perform IRR and Time Weighted Return and Leverage Ratio calculation for Real Estate funds.
• Handling LP Mailbox and investor queries on daily basis
• Onboarding Investors to a fund or Investment platform and manage/update salesforce for onboarding
• Handing ad-hoc requests.
• Participate in the process documentation efforts and creation of SOPs.
• Responsible for the training of new and current Investor Reporting Specialists.Desired Candidate Profile:
• MBA/Postgraduate with good knowledge in Finance and Reporting.
• Candidates must have 3-4 years of relevant experience in financial reporting, performance reporting.
• Strong Microsoft Office skills (MS Excel, MS PowerPoint and MS Word)
• The ability to effectively work as an individual contributor and possess strong analytical, problem solving, critical thinking and decision-making skills, multitask and deliver under tight deadlines
• The profile involves effective communication across Clients’ facilities globally and hence possessing excellent interpersonal and communication skills in verbal and written English is a must
• A desire to work in an international team environment, often under pressure and with multiple stakeholders
• Ability to manage multiple tasks and shift priorities as appropriate to meet reporting deadlines and maintain reporting accuracy and analysis abilities with strong attention to detail.
• Self-motivated with strong attention to detail and excellent organization skills
• Proven ability to build strong relationships with stakeholders, learn quickly, be flexible and think strategically.
• Strong organizational and time management skills necessary.
͏
Deliver
| No | Performance Parameter | Measure |
| 1 | Process | No. of cases resolved per day, compliance to process and quality standards, meeting process level SLAs, Pulse score, Customer feedback |
| 2 | Self- Management | Productivity, efficiency, absenteeism, Training Hours, No of technical training completed |
Experience: 3-5 Years .
Reinvent your world. We are building a modern Wipro. We are an end-to-end digital transformation partner with the boldest ambitions. To realize them, we need people inspired by reinvention. Of yourself, your career, and your skills. We want to see the constant evolution of our business and our industry. It has always been in our DNA - as the world around us changes, so do we. Join a business powered by purpose and a place that empowers you to design your own reinvention.