Urgent Hiring For Investment Banking Operations

Incedo is a US-based consulting, data science and technology services firm with over 2,500 people helping clients from our six offices across US and India. We help our clients achieve competitive advantage through end-to-end digital transformation. Our uniqueness lies in bringing together strong engineering, data science, and design capabilities coupled with deep domain understanding. We combine services and products to maximize business impact for our clients in telecom, financial services, product engineering and life science & healthcare industries.Working at Incedo will provide you an opportunity to work with industry leading client organizations, deep technology and domain experts, and global teams. Incedo University, our learning platform, provides ample learning opportunities starting with a structured onboarding program and carrying throughout various stages of your career. A variety of fun activities are also an integral part of our friendly work environment. Our flexible career paths allow you to grow into a program manager, a technical architect or a domain expert based on your skills and interests.

Position Title: Associate

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
• 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

Qualifications & Experience:

• 3 year to 5 years of operational experience in financial services Industry.
• 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.
• Strong 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.

We are an Equal Opportunity Employer We value diversity at Incedo. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Interested candidates can share updated resume along with below mentioned details to [email removed]

Immediate joiners preferred only

Total experience

Current CTC

Expected CTC

Current location

Regards,

Prince