Investment Performance Specialist

2 weeks ago


Charleston, West Virginia, United States Incedo Inc. Full time
Job Title: Investment Performance Analyst/ Portfolio Manager

Job Type: Full Time / W2 Contract

Key Responsibilities:

  • 10+ years of operational experience in financial services Industry.
  • Strong analytical and data analysis and interpretation skills with a proven track record of working with large data sets and formulating interpretation and supporting others in creating corresponding narratives.
  • 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.
  • Proficiency using Microsoft Office, particularly Excel/PowerPoint/Outlook.
  • Full Time bachelor's degree in accounting/finance. Master's degree will be of added advantage.

Requirements:

  • Strong analytical and data analysis skills.
  • Hands on experience in Public/ Private Equity, Capital Markets.
  • Understanding of end to end client reporting ecosystem in the private equity industry.
  • Proficiency using Microsoft Office.

What We Offer:

Incedo Inc. offers a dynamic and challenging work environment with opportunities for growth and development.


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