Portfolio Analyst

InCred WealthInCred 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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