Associate/Sr Associate

We are hiring!

Business Function

Job Location

Face to face Interview

1 to 5 years of experience only

5 days working

Full Night shifts job- Day Shift

Work from Office

Duties and Responsibilities:

Wealth management Ops team provides supports services for Investment data at manager / client level for a US based client.

Key responsibilities:

• Performance Reporting
• Collection of Managers statements from portal/Emails
• Daily work management and execution of performance reporting operations activities
• Measuring Performance of investments and asset classes
• Driving Process Improvements
• Providing timely updates to Team Lead and other stakeholders
• Preparing Investment Performance Datasets covering Asset Allocation, holdings and Portfolio Performance
• Producing quarterly Manager Commentaries/Updates which provide a structured and streamlined analytical view for the benchmarking of the portfolios
• Preparing portfolio performance report that includes evaluation of performance of individual investments and asset classes, comparing the same with benchmark and peer group and making recommendations on individual investments/managers
• Maintaining a point of contact between Incedo and the strategy's investment manager on behalf of the Client
• Updating the SOP and other process documents as per the changes in the process

Technical Skills Requirement:

• A proven interest in the financial markets and preferable in hedge fund / equity/ alternative investments and portfolio services industry
• Intermediate level Microsoft Excel skill
• Strong aptitude for numbers and accuracy
• Exposure to Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies

Ability to meet deadlines

Interested candidates can share updated resume along with below mentioned details to

Kumar.prince@incedoinc.com

Total experience

Notice period

Current & expected CTC

Current location

Comfortable working in night shifts- yes/no

Comfortable commuting one way on own- yes/no

Regards,

Incedo HR Team