Senior Associate
Incedo
- Gurgaon, Haryana
- Permanent
- Full-time
from our six offices across US, Mexico 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, Banking, Wealth Management, 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 is 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.
Our Mission is to enable our clients to maximize business impact from technology by
- Harnessing the transformational impact of emerging technologies
- Bridging the gap between business and technology
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
- 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
- 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
- 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