Investment Analytics (Consultant)

InvestM Technology LLC
Hyderabad, Telangana, India

Job Summary : Associate, Analytics | Open-End Funds

Key Responsibilities

  • Produce recurring and ad hoc analyses on portfolio positions, exposures, liquidity, and performance for open-end strategy funds.
  • Prepare and enhance reports covering performance metrics, risk analytics, portfolio characteristics, and liquidity profiles.
  • Develop subject matter expertise in assigned open-end fund strategies, including fund structure and reporting conventions.
  • Efficiently source, extract, and validate fund-level data using internal systems.
  • Utilize Python, SQL, and data visualization tools (e.g., Power BI) to manage and analyze large datasets related to portfolio holdings and performance.
  • Support automation of investor reporting and internal performance packages.
  • Partner with technology teams to improve data integrity, scalability, and reporting efficiency.
  • Collaborate with cross-functional teams (Investment, Product, Investor Relations, Marketing, Accounting, IT, Compliance) to refine and deliver open-end fund reports.
  • Contribute to process improvements for reporting accuracy and scalability.

Requirements

  • 5+ years of experience in asset management, investment banking, or financial services.
  • Strong knowledge of open-end fund structures and alternative investments.
  • 3+ years of experience with Python, SQL, and/or data visualization tools (e.g., Power BI).
  • CFA/CIPM candidates with at least one exam level passed.
  • Excellent written and verbal communication skills.
  • Familiarity with project management tools (e.g., Jira, Confluence) preferred.

Personal Attributes

  • Self-starter with strong initiative and ability to work independently.
  • Detail-oriented with strong analytical and problem-solving skills.
  • Organized and able to manage multiple deliverables.
  • Collaborative, high integrity, and professional.
  • Passionate about process and reporting improvements.

Education

  • Bachelor s degree required (preferably in Finance, Accounting, Economics, or related field).
  • Preferred: Chartered Accountant (CA), CFA, CA Inter, and/or MBA with Finance focus.

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Questions about this job

How do I apply for the Investment Analytics (Consultant) job at InvestM Technology LLC?

Use the apply link on this page: you apply directly with InvestM Technology LLC on LinkedIn. Before you do, score your resume against this job description on Fitboard. It shows which skills and keywords the job asks for that your resume doesn't show, so you can fix them first.

What skills does InvestM Technology LLC want for this Investment Analytics (Consultant) role?

The job description asks for Python, SQL, data visualization tools, open-end fund structures and alternative investments. Make sure your resume shows the ones you have, in the words the job uses: applicant tracking systems look for them.

How can I get a job at InvestM Technology LLC?

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Is this Investment Analytics (Consultant) job remote or onsite?

This is based in Hyderabad, Telangana.

Is it free to apply? Does Fitboard charge anything?

Applying is free: you apply directly with InvestM Technology LLC, and this job page and its apply link cost nothing. Checking your resume against this job is free too, with 3 free scans when you sign in and no credit card needed.

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