Portfolio Analyst

2 days ago

bangalore, India InCred Wealth Full time

InCred Wealth InCred Wealth is a fast-growing Wealth management company. It has had an exceptional journey of 5 Years to build ➢~40,000 crore AUM as on Sept 2025, ➢3,000+ HNI/UHNI clients, ➢200+ top notch experienced sales professionals across the industry and ➢Presence in 9 cities in India and International presence in Singapore, Dubai and London. Key responsibilities Produce periodic portfolio review packs (e.g., quarterly/annual): performance vs benchmarks, contribution/attribution, risk metrics, exposures and transaction summaries for each client segment. With guidance from Head of Investments, prepare bespoke investment proposals for new money, rebalancing and restructuring, including recommended asset allocation, product lists and rationale aligned with house views. Perform portfolio analysis: concentration, liquidity, drawdown, scenario and stress indicators; highlight risks, breaches of guidelines, cash drags and underperforming holdings. Maintain and enhance standard templates for client decks (PowerPoint/Keynote + accompanying analytics in Excel/PMS tools) to ensure consistency of look, content and messaging. Source and validate market and product data (prices, performance, risk, ratings) from internal systems and approved external providers; reconcile discrepancies and ensure data integrity. Support RMs/IAs in client preparation: produce briefing notes, talking points and follow‑up action lists arising from reviews and proposals. Coordinate with Operations / Middle Office to ensure accurate holdings, corporate actions and cash movements are reflected in reports and proposals. Ensure all materials are compliant with regulatory, suitability and internal communication standards; apply required disclaimers and documentation. Contribute to periodic investment publications or house‑view implementation notes where relevant to portfolio review content. Required skills and experience 2–5 years’ experience in investment / portfolio analysis, wealth management, private banking, or asset management, ideally in a client-reporting or advisory-support role. Strong understanding of multi‑asset portfolios: equities, fixed income, funds/ETFs, alternatives and structured products; familiarity with benchmarks and performance/risk metrics. Advanced Excel and PowerPoint skills; experience with portfolio management / reporting systems and performance attribution tools is a strong plus. Solid grounding in financial statements, valuation basics and macro/market drivers to contextualize portfolio performance and recommendations. Excellent written communication and data‑visualization skills; able to turn complex analytics into clear, concise client-ready narratives and charts. High attention to detail, strong time management, and ability to handle multiple RMs/portfolios and deadlines simultaneously. Qualifications and competencies Bachelor’s degree in finance, Economics or related field; progress toward CFA or similar designation preferred. Strong client‑service mindset even though the role is primarily internal-facing, comfortable working closely with senior bankers and advisors. Proactive, curious, and comfortable suggesting portfolio actions or template improvements rather than only executing instructions.

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