Investment Monitoring - Lead Junior Associate

Summary

Position Summary

Artificial Intelligence & Engineering

AI & Engineering leverages cutting-edge engineering capabilities to help build, deploy, and operate integrated/verticalized sector solutions in software, data, AI, network, and hybrid cloud infrastructure. These insights are powered by engineering for business advantage, helping transform mission-critical operations.

Join our AI & Engineering team to help transform technology platforms, driving innovation, and help make a significant impact on our clients' achievements. You’ll work alongside talented professionals reimagining and re-engineering operations and processes that could be critical to businesses.

Position Summary

Level: Lead Junior Associate

As an experienced Lead Junior Associate at Deloitte Consulting, you will be responsible for individually delivering high quality work products within due timelines.

Work you’ll do:

As a Lead Junior Associate, you will play a key role in ensuring the smooth execution of routine financial transactions in accordance with the guidelines established. Your responsibilities will include verifying documentation, updating account information, and performing exception-based calculations with accuracy and attention to detail. You will serve as a point of contact for financial advisors, internal teams, and external vendors, facilitating clear and effective communication across stakeholders.

In this role, you will continuously build and share your knowledge of the brokerage industry, actively seek to understand departmental functions, and contribute innovative ideas and solutions to enhance operational efficiency. We’re looking for candidates who are proactive, detail-oriented, and eager to collaborate in a dynamic environment.

The team:

You will play a key role in developing verticalized solutions tailored to the unique needs of each client’s sector, transforming how organizations sell products, deliver services, drive growth, and sustain mission-critical operations. By leveraging your business expertise and advanced technology, you will help ensure every solution is seamlessly integrated with Industry Advantage and aligned with sector-specific requirements. With your focus on innovation and measurable value, you will empower clients to achieve strategic objectives, enhance operational efficiency, and stay competitive in a rapidly evolving marketplace by addressing core business challenges and opportunities across industries.

Qualifications

Must Have Skills/Project Experience/Certifications:

• 1 - 3 years of hands-on experience in Microsoft Office tools including Word, PowerPoint Excel and Outlook
• Support the creation and maintenance of client reporting templates, aggregate and populate data content and client reports within defined reporting templates, review client reports / documents for related disclosures and footnotes based on approved templates, publish
• Support the management of inbound, pre-defined cash files from transfer agents systems including notification/communication with portfolio managers, manage oversight of transfer agent performance, responsible to ensure connectivity with intermediary partners for fund launches, liquidation, due diligence, etc.
• Monitor nightly receipt of NAV across all in-scope fund products, publish and distribute fund statistics to in-scope clients (e.g. daily, monthly quarterly) as identified from defined team email alias, post reports to appliable web portal for website publication, work with product strategy, Risk, PM Legal and Compliance teams to understand upcoming regulatory changes or new fund launches that may impact fund reporting data, track and report metrics.
• Understanding of associated GIPS requirements and standards related to calculating and presenting investment performance, recommend composite construction parameters including defined strategies, perform data checks and outlier reviews, work with third parties to support verification requests, perform account level quality control activities including validating composite construction, etc.
• Perform reconciliation, oversight and administration of proprietary income and accounting yield forecasting, conduct and analyze income, expense, and distribution yield projections and analysis at security and fund level, and identify, investigate and resolve data anomalies and forecasted vs actual differences to challenge and improve forecasting
  
  

Good to Have:

• Proficient in documentation.
  
  

Education:

Location:

Shift Timings:

• 12 PM to 9 PM or 2 PM to 11 PM or 6PM to 3AM or as per business requirements
  
  

Our purpose

Deloitte’s purpose is to make an impact that matters for our people, clients, and communities. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.

Our people and culture

Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ways of thinking, ideas and perspectives, and bring more creativity and innovation to help solve our clients’ most complex challenges. This makes Deloitte one of the most rewarding places to work.

Professional development

At Deloitte, professionals have the opportunity to work with some of the best and discover what works best for them. Here, we prioritize professional growth, offering diverse learning and networking opportunities to help accelerate careers and enhance leadership skills. Our state-of-the-art DU: The Leadership Center in India, located in Hyderabad, represents a tangible symbol of our commitment to the holistic growth and development of our people. Explore DU: The Leadership Center in India .

Benefits To Help You Thrive

At Deloitte, we know that great people make a great organization. Our comprehensive rewards program helps us deliver a distinctly Deloitte experience that helps that empowers our professionals to thrive mentally, physically, and financially—and live their purpose. To support our professionals and their loved ones, we offer a broad range of benefits. Eligibility requirements may be based on role, tenure, type of employment and/ or other criteria. Learn more about what working at Deloitte can mean for you.

Recruiting tips

From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters.

Requisition code: 323277