228 Portfolio Analysis Jobs

You will be responsible for overseeing operational processes, ensuring the smooth functioning of transactions, compliance with regulatory requirements, efficient client servicing, and coordination with various internal and external stakeholders. This role demands strong organizational skills, attention to detail, and a deep understanding of mutual fund operations. Key Responsibilities Oversee daily mutual fund operations and ensure timely processing of transactions. Monitor compliance with regulatory requirements and company policies. Identify and implement process improvements to enhance operational efficiency. Stay updated on industry regulations (such as SEC rules) and ensure mutual fund ...

Lead Analyst- Portfolio Monitoring : Elevate Your Impact Through Innovation and Learning Evalueserve is a global leader in delivering innovative and sustainable solutions to a diverse range of clients, including over 30% of Fortune 500 companies. With a presence in more than 45 countries across five continents, we excel in leveraging state-of-the-art technology, artificial intelligence, and unparalleled subject matter expertise to elevate our clients' business impact and strategic decision-making. Our team of over 4, 500 talented professionals operates in countries such as India, China, Chile, Romania, the US, and Canada. Our global network also extends to emerging markets like Colombia, the...

Senior Analyst- Portfolio Monitoring : Elevate Your Impact Through Innovation and Learning Evalueserve is a global leader in delivering innovative and sustainable solutions to a diverse range of clients, including over 30% of Fortune 500 companies. With a presence in more than 45 countries across five continents, we excel in leveraging state-of-the-art technology, artificial intelligence, and unparalleled subject matter expertise to elevate our clients' business impact and strategic decision-making. Our team of over 4, 500 talented professionals operates in countries such as India, China, Chile, Romania, the US, and Canada. Our global network also extends to emerging markets like Colombia, t...

Key Responsibilities: Periodical updates to fund performance presentation materials, prepared for investor reporting purposes, on monthly and quarterly basis. Generating backend excel support document from internal portfolio management systems for the purpose of updating the materials. Validation of fund data against the internal portfolio management systems and highlighting differences and discrepancies. Aggregate and analyze relevant data, encompassing historical performance, risk metrics, allocation changes and other quantitative metrics about various portfolios. Analyze performance attribution data across funds, on the backdrop of financial markets environment and understanding its impac...

Role Overview: As part of the Risk Division at Goldman Sachs, you will be responsible for managing the firm's credit exposure to trading and lending counterparties. Your work will involve evaluating derivatives and financing transactions, assessing the credit and financial strength of hedge funds and other counterparts, and approving transactions based on risk analysis. Key Responsibilities: - Evaluate derivatives and financing transactions across Global Market clients, reviewing and approving risk taking - Assess the credit and financial strength of hedge funds, mutual funds, and Financial Institution counterparts - Review quantitative models, portfolio analysis, stress testing, and other m...

Role & responsibilities Drive portfolio performance: achieve financial targets and deliver ROI exceeding benchmark indices. Advise Wealth Managers on the latest investment products and asset-class views. Propose new product ideas to the Investment Committee. Optimize and automate investment processes, with due focus on regulatory compliance. Build and maintain strong client relationships through transparent updates and quarterly reviews. Assess and manage risks in alignment with client goals, ensuring confidentiality and governance. Collaborate across teams to foster a culture of strategic innovation. Maintain compliance, acquire necessary certifications/licenses, and uphold best practices. ...

This role will be part of the APAC Infrastructure leadership team, and will coordinate and execute capital planning for APAC; facilitate leadership meetings, oversee department projects and key initiatives, coordinate the department communications. This role will spend more than 50% of time on duties associated with management of a sizeable capital investment portfolio. Beyond capital management, this role focuses on ensuring effective and efficient execution of the APAC Infrastructure groups functions through support in planning and execution of complex initiatives involving multiple disciplines. Displays a balanced, cross-functional perspective, helping to improve efficiency, effectiveness...

Job Responsibilities: Responsible for overall portfolio analysis (Wholesale), monitoring and reporting - to highlight risks (exposure, concentration, security, recovery, etc.) Industry tracking, analysis and highlighting the high-risk industries and prepare risk mitigation plan Create and track risk metrics and concentration limits for portfolio, products, regions, and other key risk drivers. Identify key areas of portfolio concerns and provide recommendations on action plans Identify and implement appropriate risk tools, key metrics and triggers. Coordinate closely with Business and Operations to ensure that risk appetite and standards are being complied - on the emerging changes in the por...

Role & Responsibilities Underwriting Strategy Liaison with regional Underwriter to devise circle-level underwriting strategy to maintain defined loss ratio targets for allocated commercial lines LOB. Interact with other stakeholders at circle level, specifically the sales team, to understand the objectives set by them at the area level. Analyze past trends and market dynamics to provide strategic inputs regarding product mix, industry, and geography, offering necessary insights to the regional underwriting manager. Ensure achievement of targeted loss ratio and planned business outcomes; take timely corrective and pricing measures to create, enhance, and maintain sustainable profitability obj...

Role & Responsibilities Underwriting Strategy Liaison with regional Underwriter to devise circle-level underwriting strategy to maintain defined loss ratio targets for allocated commercial lines LOB. Interact with other stakeholders at circle level, specifically the sales team, to understand the objectives set by them at the area level. Analyze past trends and market dynamics to provide strategic inputs regarding product mix, industry, and geography, offering necessary insights to the regional underwriting manager. Ensure achievement of targeted loss ratio and planned business outcomes; take timely corrective and pricing measures to create, enhance, and maintain sustainable profitability obj...

Responsibilities: * Execute stock/commodity trades & monitor markets. * Manage company financial & corporate profile. * Ensure SEBI & Govt. compliance. * Strong analytics & presentation skills. * Analyze market data, charts, and investment risks.

Responsibilities: Build and maintain long-term relationships with clients, focusing on retaining existing customers and acquiring new ones.Advise clients on their equity portfolios and provide recommendations to generate brokerage

RB - Affluent Business: Insurance Specialist INTERNAL USAGE: No of Vacancies: 1 Reports to: Regional Insurance Specialist Is a Team leader? No Team Size: 1 Grade: AVP / VP Business: Affluent Banking Department: Burgundy Private Sub-Department: Location: About Affluent Banking Affluent Banking caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions It gives highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution Affluent Business offer a gamut of different product offerings tailor-made to its ...

Role Overview: As a Wealth Manager at FINVESTMENTS located in Noida, your primary responsibility will be to manage client portfolios, provide investment and insurance advisory, and ensure clients achieve their financial goals. This role involves investment advisory, financial analysis, client relationship management, and business development. To excel in this role, you should possess strong analytical abilities, sales acumen, and a client-centric mindset. Key Responsibilities: - Analyze client goals, risk appetite, and time horizon to recommend mutual funds, insurance products, and other financial instruments. - Construct and manage diversified portfolios aligned with client objectives. - Mo...

As the Principal Environmental Specialist at IFC, your role will be crucial in providing leadership and guidance to IFC's South Asia region E&S team, clients, investment, and advisory teams. Your primary responsibility will be to manage environmental risk in accordance with IFC Performance Standards to ensure compliance and enhance the impact and additionality of IFC-supported investments and advisory mandates. Some key responsibilities include: - Providing technical advice and leading complex environmental and social risks in new investments and advisory engagements. - Leading E&S project teams for large and complex projects, ensuring effective risk management and solutions for clients. - M...

As a Manager/Assistant Manager - Data Science at our company in Mumbai, your role involves developing and implementing data-driven solutions to drive business growth and improvement. You will lead and manage a team of data scientists, design and deploy machine learning models, conduct time series forecasting, analyze digital marketing campaigns, and collaborate with cross-functional teams to integrate data science insights into business strategies. It is essential for you to stay updated with industry trends and advancements in data science and AI. Key Responsibilities: - Develop and implement data-driven solutions for business growth - Lead and manage a team of data scientists - Design and ...

remote typeOn-site locationsGurugram, HR time typeFull time posted onPosted 3 Days Ago job requisition idREQ425313 Overseeing portfolio strategies to identify potential risk and opportunities aligned with clients long- and short- term business goals The position will be part of the team assisting real estate portfolio strategies of leading clients. The candidate will work with our clients as well as account leads to monitor and mitigate portfolio risk, enhance governance, provide consistency and efficiencies, while proactively building portfolio strategies to optimize portfolios and reduce costs Teamwork The candidate needs to work with account leads and local brokers to help our clients def...

remote typeOn-site locationsGurugram, HR time typeFull time posted onPosted 3 Days Ago job requisition idREQ425313 Overseeing portfolio strategies to identify potential risk and opportunities aligned with clients long- and short- term business goals The position will be part of the team assisting real estate portfolio strategies of leading clients. The candidate will work with our clients as well as account leads to monitor and mitigate portfolio risk, enhance governance, provide consistency and efficiencies, while proactively building portfolio strategies to optimize portfolios and reduce costs Teamwork The candidate needs to work with account leads and local brokers to help our clients def...

Role & responsibilities Initiate portfolio analysis on identified set of clients - Measure portfolio health across equity and non-equity product holdings for identified set of clients using established parameters at fixed intervals to ensure continuity Identify opportunities for rebalancing - Identify situations and opportunities from existing portfolio vis--vis our Research recommendation for stocks, funds, investment ideas and create a suggested approach document in standard template. Engage to adopt - Disseminate the suggested ideas to front end to initiate conversation. Create accountability by engaging with team members to improve adoption and eventually leading to execution. Contributi...

Posted 6 weeks ago Apply Now At Scripbox, we are a new-age, client-first wealth management firm committed to growing with our clients-not just managing their wealth, but enabling their aspirations through intelligent advice, deep relationships, and a digital foundation that scales trust. As we scale our reach across India, were looking for dynamic relationship managers with expertise, empathy & integrity to help our clients grow their wealth and fulfill their life goals with confidence. We operate in an agile empower-team structure that enables speed, ownership, and personalized service at scale Job Description Relationship Manager Location : Bangalore Reports to : Wealth Manager Experience ...

Job Title: Assistant Manager Portfolio Management (Formulations) Experience Required: 37 Years Industry: Pharmaceuticals (Formulations OSD) Location: Hyderabad Key Responsibilities: 1. Basic understanding of regulatory requirements related to pharmaceutical products, pharmaceutical industry, including market dynamics, product lifecycle, and key players. 2. Conducting secondary market research to gather information on market trends, competitor analysis, and potential opportunities for existing and new products in Emerging markets by using databases like IQVIA, Exim and country specific FDA sites. 3. Analysing sales data, other relevant metrics to identify trends and insights for portfolio opt...

Job Overview The major part of this job will require the incumbent to assist in managing and executing various activities under Direct Assignment , Securitization and Co-lending. Liaising with banks, financial institutions, rating agencies and lawyers ensuring successful closure of the transaction. Generation of Securitization MIS/ deck and portfolio analysis. Role & responsibilities Assist in liaising with banks and financial institutions for potential pool sale opportunities To generate saleable pool as per pool criteria of the banks / investors for Direct Assignment / Securitization Ensure smooth closure of the transactions from sanction until disbursement ( this will include internal co-...

As a Wholesale Banking Risk Manager, your primary responsibility is to manage and oversee the bank's lending process for Financial Institutions (FI). This includes evaluating creditworthiness, utilizing credit scoring models, maintaining portfolio quality, and ensuring alignment with regulatory and internal policy frameworks. You will work closely with credit systems support teams to implement key credit policy criteria in relevant credit acceptance and evaluation systems. Your duties will involve facilitating regular asset quality reviews with analytical insights to identify risks and opportunities, as well as recommending appropriate actions. You will research and evaluate clients" creditw...

Roles and Responsibilities Review and Analysis of historical loan data to understand the pattern from default point of view Experience in NBFC /Housing Loan or Wheels risk underwriting and Risk Monitoring. Should have experience either in Housing loan/ wheels or NBFC product. Experience in Process/ Policy drafting. Apply statistical tool to analyse the pattern and come with detailed assessment Review and Prepare risk dashboard for management which shows all important risk parameters Develop rating model/scorecard for various retail and corporate loans based on historical data . Coordinate with various stakeholder for the rating model implementation Prepare and maintain database of loan produ...

Location: Andheri, Mumbai, India (Head office) Department: Business Development and Licensing Experience: 6 + years in Business Development and Project Management Role. Key Responsibilities: 1. Market Landscaping & Business Development: Conduct detailed market analysis to identify new business opportunities in CDMO, B2B out-licensing, and in-licensing segments. Develop and maintain a robust business CMO/Licensing pipeline for North America. Generate leads and initiate contacts with prospective clients. Introduce company capabilities to potential partners and customers. Respond to RFQs, prepare business cases, and develop proposals aligned with client needs. 2. Commercial Negotiations: Drive ...