Walk-in || Investment Banking - 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

POC: HR Prince

Regards

HR Prince