Associate @ Incedo

Role Description:As a Software Engineer - Data Reporting Services 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
• 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

• Commerce Graduate (BBA / Bcom) or Equivalent
• Pursuing CFA/ MBA finance preferred
• At least 1 year of experience in private equity and alternative investments.
• Experience in working with Fund/Investment Managers; international exposure will be preferred