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Senior Associate

Senior Associate

Incedo

2 - 3 years

6 - 10 Lacs

gurugram

Posted:1 day ago| Platform:

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Skills Required

data analysis asset allocation tableau data science private equity onboarding power bi coaching data visualization capital markets finance

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role Description:

As a Senior Data Reporting Services Specialist at Incedo, you will be responsible for creating reports and dashboards for clients. You will work with clients to understand their reporting needs and design reports and dashboards that meet those needs. You will be skilled in data visualization tools such as Tableau or Power BI and have experience with reporting tasks such as data analysis, dashboard design, and report publishing.

Roles & 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
Training and coaching new hires in the team
Fund Manager Screening and quarterly update of the financial statements, onboard new fund managers and update portfolio details as per the schedule of investments
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

Skills Requirements:

University or College degree, preferably with a major in finance
A proven interest in the financial markets and preferable in hedge fund / private 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

Nice-to-have skills

Good communication skills (written and verbal) with experience with US based support environment
Good documentation skills
Ability to work as part of a team and build strong working relationships with peers
Demonstrate a structured and methodical approach
Flexible and adaptable approach to problem solving
Flexible and open to multiple shifts

Qualifications

Commerce Graduate (BBA / Bcom) or Equivalent
Pursuing CFA/ MBA finance preferred
At least 2-3 year of experience in private equity and alternative investments.
Experience in working with Fund/Investment Managers; international exposure will be preferred.

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Senior Associate