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 followup 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 houseview implementation notes where relevant to portfolio review content.
Required skills and experience
- 25 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 multiasset 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 datavisualization 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 clientservice 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.
