Role Description

This role is an exciting opportunity for highly motivated and self-starter individuals to join a high caliber team in shaping and scaling the financial operations business. This is an opportunity to work with well-known US financial advisor and leading portfolio managers.

Considering only Immediate Joiner's.

Role and responsibilities

• Prepare regular and time-sensitive portfolio performance Reports for institutional clients holding varied asset classes on monthly/quarterly basis.

• Reconcile cash positions and liaise with upstream team to resolve breaks.

• Ensure seamless and timely delivery of client reports on a monthly/quarterly basis as per agreed SLAs.

• Coordinate with Onshore SMEs/Portfolio Managers for data needs.





• Build solid client relationships through good understanding of business needs and prospect areas.

Qualifications & Experience

• Hands on experience in Public/ Private Equity, Capital Markets, performance reporting is a must.

• Understanding of end to end client reporting ecosystem in the private equity industry is preferred.

• Solid knowledge of the Wealth management ecosystem is a plus.

• Proficient in English, both written and verbal.

• Good organizational skills with the ability to shift seamlessly between multiple projects.

• Full Time bachelors degree in accounting/finance. Masters degree will be of added advantage.

📌 Associate Haryana
🏢 Incedo
📍 Haryana