Job Description:

Duties and Responsibilities:

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

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
- Solid aptitude for numbers and accuracy
- Exposure to Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies

POC: HR Prince

Regards

HR Prince

📌 Walk-in || Investment Banking (Gurugram)
🏢 Incedo
📍 Gurugram