OCIO Client Analytics & Portfolio Operations, Assistant Manager

Bangaloreonsitemanager

Posted today · via Workday

About this role

Position Summary The Assistant Manager supports institutional OCIO mandates by delivering high-quality client reporting, portfolio analytics, cash and liquidity coordination, investment operations support, data validation, audit support and RFP-related data support. The role partners with Investment Strategists, Portfolio Managers, Client Executives, Risk, Performance, Accounting, Custody, Operations and external stakeholders to deliver accurate, timely and client-ready outputs while maintaining strong controls and documentation. Key Responsibilities Prepare and review monthly, quarterly and ad hoc client reporting covering asset allocation, investment performance, attribution, statement of assets/change, market value movements, funded status and related portfolio metrics.…

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What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: teams, salesforce

2

Level fit

This role is manager-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Bangalore. We weight your proximity and willingness to relocate.

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Skills in this role

Pulled from the job description. These are the keywords we'll weight when scoring your fit.

teamssalesforce

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