Specialist 3 - Investor Reporting - CMAAS - Assurance - Mumbai

Line of Service

Assurance

Industry/Sector

Not Applicable

Specialism

Assurance

Management Level

Specialist

Job Description & Summary

At PwC, our people in deals focus on providing strategic advice and support to clients in areas such as mergers and acquisitions, divestitures, and restructuring. They help clients navigate complex transactions and maximise value in their business deals.

In capital markets accounting advisory services at PwC, you will focus on providing strategic guidance on a broad range of technical accounting, financial reporting, transaction structures and capital markets topics. You will advise clients on complex accounting advisory and financial reporting issues around deals (both public and private) and other transformational business events that may impact an organisation’s value.

Why PWC

At PwC, you will be part of a vibrant community of solvers that leads with trust and creates distinctive outcomes for our clients and communities. This purpose-led and values-driven work, powered by technology in an environment that drives innovation, will enable you to make a tangible impact in the real world. We reward your contributions, support your wellbeing, and offer inclusive benefits, flexibility programmes and mentorship that will help you thrive in work and life. Together, we grow, learn, care, collaborate, and create a future of infinite experiences for each other. Learn more about us.

At PwC, we believe in providing equal employment opportunities, without any discrimination on the grounds of gender, ethnic background, age, disability, marital status, sexual orientation, pregnancy, gender identity or expression, religion or other beliefs, perceived differences and status protected by law. We strive to create an environment where each one of our people can bring their true selves and contribute to their personal growth and the firm’s growth. To enable this, we have zero tolerance for any discrimination and harassment based on the above considerations.

Job Description & Summary:

About Assurance services:

The Firm's Assurance Services provides assurance on the financial performance and operations of a client’s business, helps businesses improve external financial reporting and adapt to new regulatory requirements as per state laws/international standards. The Assurance group can also help organizations report externally on non-financial information, strengthen its corporate governance procedures, and achieve social and economic goals related to corporate sustainability. Financial audits provide an independent opinion on a company's financial report and are a critical element in the capital markets system.

ABOUT CMAAS:

Capital Market and Accounting Advisory Services is a dedicated global team of professionals that provides high-value advisory services under IFRS, Indian GAAP and Ind AS along with capital markets services.

Responsibilities:

• Own the coordination and preparation of responses to investor requests

• · Manage shared inbox by logging all requests

• Answer requests directly, if appropriate, or assign them to relevant team members; and

• · Return completed deliverables to investor

• · Maintain and report on key performance indicators

• · Review and distribute investor reporting

• · Manage and update repository of historical investor request responses

• · Determine urgency of investor requests and prioritize accordingly

• · Maintain contact database and update investor contact information as needed

• · Stay current on requests and projects across all funds and team members; send reminders when appropriate and act as “project manager”

• · Liaise with finance, tax and legal teams to obtain information relating to investor requests

Mandatory skill sets:

• Minimum 2+ years of relevant work experience, preferably within the financial services or asset management industry in a similar role

• · Direct experience in private funds, client service, and/or investor relations is an asset

• · Exposure to one or more of the following asset classes is preferred: real estate, infrastructure, renewables, private equity, or credit

• · Excellent written and verbal communication skills; fluency in English with the ability to convey information clearly and professionally

• · Strong organizational skills with exceptional attention to detail; ability to manage competing priorities in a fast-paced environment

• · Demonstrated ownership mindset with the ability to independently manage projects and deliverables

• · Collaborative team player with a “no task is too small” attitude

· Flexible and adaptable, with the ability to take on evolving responsibilities and projects

· Comfortable working independently, demonstrating initiative and resourcefulness

· Quick learner with the ability to identify patterns and ensure consistency in investor communications

· Strong technological proficiency, including above-average skills in Microsoft Office and the ability to quickly master team platforms such as Front, Monday.com, Loopio, Salesforce, and related tools

Preferred skill sets:

Minimum 2+ years of relevant work experience, preferably within the financial services or asset management industry in a similar role

· Direct experience in private funds, client service, and/or investor relations is an asset

· Exposure to one or more of the following asset classes is preferred: real estate,

Years of experience required:

3 to 5 Years

Education qualification:

Graduation

Education (if blank, degree and/or field of study not specified)

Degrees/Field of Study required: Bachelor DegreeDegrees/Field of Study preferred:

Certifications (if blank, certifications not specified)

Required Skills

Investor Relationship Management

Optional Skills

Accepting Feedback, Accepting Feedback, Accounting Advisory, Accounting Modeling, Accounting Policies, Active Listening, AI Fluency, AI-Human Collaboration, Alteryx (Automation Platform), Benchmarking, Capital Market Engagement, Capital Markets Transactions, Capital Raising, Carve-Out Financial Statements, Communication, Corporate Governance, Deal Structures, Debt Raising, Digital Tooling, Emotional Regulation, Empathy, Equity Compensation, Financial Accounting, Financial Modeling, Financial Reporting {+ 27 more}

Desired Languages (If blank, desired languages not specified)

Travel Requirements

Not Specified

Available for Work Visa Sponsorship?

No

Government Clearance Required?

No

Job Posting End Date

November 12, 2026