Asset & Wealth Management - Global Data & Reporting - Associate - Bengaluru

Asset & Wealth Management - Global Data & Reporting - Associate - Bengaluru

We are seeking a highly analytical and detail-oriented professional to support data management, reporting, and insights across a global investment portfolio. This role sits at the intersection of data analytics, regulatory reporting, and stakeholder engagement, offering significant exposure across investment, asset management, legal, and compliance functions. The successful candidate will bring rigorous analytical discipline, exceptional project management capabilities, and the commercial judgment to translate complex data into actionable insight.

Data Management & Analytics

• Manage large and complex quantitative and qualitative datasets across multiple operational metrics with a high degree of accuracy
• Coordinate and optimize relationships with third-party data and reporting platforms
• Embed robust data quality assurance frameworks, partnering with data providers to enhance accuracy and completeness
• Integrate financial and operational datasets to support analytics and reporting

Monitoring & Performance Tracking

• Build and maintain institutional-grade dashboards to track compliance and performance against regulatory and investor commitments, and maintain central knowledge repositories
• Apply analytical rigor to assess value creation, risk exposure, and mitigation across the portfolio
• Interpret regulatory changes to anticipate and quantify forward-looking risk
• Conduct materiality assessments and stakeholder-priority analysis to inform decision-making
• Establish escalation protocols to alert responsible parties in cases of underperformance

Reporting & Project Management

• Project-manage recurring reporting cycles across multiple regulatory and disclosure frameworks, ensuring timely, accurate delivery
• Coordinate seamlessly across investment, asset management, legal, and compliance stakeholders
• Produce clear, compelling written materials, including investor communications, case studies, and executive summaries
• Navigate legal and compliance review and sign-off processes with discipline and attention to detail

Research & Insights

• Research and synthesize emerging themes relevant to investment and portfolio management
• Develop thought leadership, training content, and internal and external updates
• Distill complex market and industry research into concise, actionable summaries for senior audiences

Process Optimization

• Identify and implement automation and AI-enabled solutions to drive efficiency and scalability
• Develop and maintain toolkits, guidance documents, calculators, and training resources
• Execute administrative and operational processes with precision (e.g., vendor onboarding, contracting, invoicing)

Qualifications & Attributes

• Bachelor's degree in a relevant discipline; strong academic track record
• At least 2 years of professional experience in investing, finance, data analytics or related fields
• Demonstrated experience in data analytics, reporting, or a related field within a fast-paced, professional environment

• Hands-on experience building with modern AI tooling, including LLMs, prompt engineering, RAG pipelines, embeddings and vector databases

• Exceptional analytical ability with meticulous attention to detail

• Exposure to private equity, investment banking, consulting, or operating roles in portfolio companies, with experience supporting data-informed decision-making.

• Proven project management and prioritization skills, with the ability to manage competing deadlines
• Outstanding written and verbal communication skills, with the ability to influence diverse stakeholders
• Collaborative team player who thrives in a dynamic, high-performance culture, and is comfortable working across multiple regions
• Proactive, intellectually curious, and adaptable, with sound commercial judgment and the highest standards of integrity

 

 

 

 

1. Data collection & management
   1. Quantitative & qualitative data management: day to day management of energy/water/waste/GHG/other sustainability data and reporting vendor (Cambio), focussing on;
      1. effective management of ESG DD stage surveys
      2. effective distribution, collection and analysis of bi-annual portfolio wide ESG surveys
   2. Non-ESG data: work with stakeholder across the firm to collect non ESG data relevant for reporting and data analytics (positional & financial data)

   3. Data quality checks and assurance: Embed/undertake data quality assessments that enable data owners/providers to improve data accuracy and completeness

       

2. Monitoring / dashboard
   1. Track investment/portfolio level compliance with regulatory and investor level ESG commitments and ensure appropriate escalation processes are in place to alert responsible parties in case of underperformance.
   2. Value creation: Build and maintain dashboard to globally track and analyse ESG value creation and protection across all investments. 
   3. Legislative horizon scanner: leverage the legislative horizon scanner produced by external legal council to assess (future) risk exposure across the global portfolio
   4. Physical Climate Risk: On a (bi) annual cadence, collate and analyse physical climate exposure across the global portfolio, assess mitigants in place/planned, and identify areas of high-risk exposure that require improved management.
   5. LP interest: On a bi-annual cadence, collate and analysis LP ESG DDQs and provide a ranking the different ESG topics based on materiality to the LPs.

   6. Exit liquidity & tenant demand: leverage the GS ESG House View on ESG best practices to assess the global portfolio and identify areas of poor alignment/potential for improvement

       

3. Reporting
   1. Project manage the delivery of ESG reporting throughout the year, including but not limited to: TCFD (10x), SFDR (2x) and GRESB (2x). This includes engagement with internal stakeholders (S&I core, portfolio management, asset management, legal, compliance) and external vendors (Cambio, Watershed, Apex, Longevity)
   2. LP letters: work with the regional implementation managers to produce case studies and leverage ESG data collected to produce concise and insightful LP letters for selected funds
   3. FPPs, BPs: Prepare materials to summarise compliance updates, key risks and (value creation) opportunities for FPs and BPs. Liaise with relevant stakeholders to ensure materials are centrally integrated. 
   4. LP DDQs: Work with the S&I Core team to maintain a central FAQs document for LP ESG DDQs. Prepare the initial draft of any LP DDQs received throughout the year. 

   5. L&C sign off: Liaise with internal legal & compliance teams to ensure any reporting materials are reviewed and signed off in a timely manner.

       

4. Insights & research
   1. Preparation of internally & externally facing quarterly updates, and thought leadership
   2. Undertake research, prepare training and advance practical implementation of emerging sustainability topics such as biodiversity, circular economy, social value, new energy systems etc.
   3. Market updates: Collate and assess global industry research and summarise key findings for the ESG team
   4. Economy of scales: assess ESG actions underway across the global portfolio to identify potential economy of scales

 

5. Optimisation of processes
   1. Identify opportunities to integrate automation/AI into our day-to-day processes in order to achieve team efficiencies
   2. Maintain the toolkit available to out deal and asset management teams incl. the Global ESG Guidebook, ESG due diligence tracker, ESG reporting cost calculator, training materials, pitch decks etc.
   3. Develop a good understanding of the GS ecosystem to identify opportunities for alignment and support. The connection with the GS Alts Sustainability & Impact Core team will be critical in this. 
   4. Optimisation and execution of administrative tasks where relevant and appropriate (e.g. vendor onboarding, contracting, invoicing etc.)

Experience Level

Mid Level