98 Portfolio Analysis Jobs

Job Requirements Job Title Policy Manager Business Unit - Retail Banking Function Business Intelligence Unit/Central Operations Job Purpose The role bearer has the responsibility to prepare and implement policies for secured and unsecured products. The role bearer is expected to provide training to underwriters in terms of new policies provided and ensuring its flawless execution. The role bearer has to conduct monthly presentation to senior management about the health of the portfolio. Responsibilities Roles & Responsibilities: Develop and implement of loan policies for secured / unsecured products Make sure flawless system integration/enhancements for implementation of policies Ensure proper training of underwriting units in terms of new policies Managing of portfolio through monthly portfolio analysis Actively monitor and track net credit losses (NCL) for the product Conduct monthly presentation to senior management about the health of the portfolio Regularly update competition benchmarking to enhance the product suite Implement the learnings from portfolio management as policy actions Educational Qualifications Graduate Any Post Graduate Finance Experience: Minimum of 2 to 7 years of experience in policy making. Show more Show less

The Firmwide Risk Reporting and Middle Office (RRMO) team, a part of Corporate Risk Management, is responsible for producing internal and external reports and analysis essential for managing risk in dynamic market conditions. Additionally, the team supports regulatory requirements related to Data Aggregation and Risk Reporting, and ensures the implementation of controls to assess the quality of risk data. Within RRMO, the Wholesale Credit Risk Reporting team (WCRR) plays a crucial role in delivering comprehensive, timely, accurate, and valuable data concerning credit risk originating from the Firm's wholesale lines of businesses. WCRR collaborates with key stakeholders such as the Firmwide Chief Risk Officer, Chief Financial Officer, Wholesale Chief Credit Risk Officer, senior Credit Risk Management, Investor Relations, SEC Reporting, Finance, and Regulatory Reporting. WCRR is currently seeking a dedicated individual for an analytical position that involves engaging in conceptual discussions with stakeholders and translating them into high-quality outcomes. The ideal candidate should possess the ability to interpret and question numerical data effectively, as well as narrate the underlying story. As an Associate, Valuation Controller within the Wholesale Credit Risk Reporting team, your responsibilities will include conducting portfolio analysis of the firm's Wholesale Credit Risk exposure, supporting the production of monthly credit risk data, contributing to Risk Reporting standardization, scrutinizing data accuracy, and enhancing the control framework for WCRR. Key Job Responsibilities: - Conduct portfolio analysis of the firm's Wholesale Credit Risk exposure for monthly and quarterly reports to senior risk management, focusing on areas like Leveraged Finance, Industry Concentrations, and Pending Commitments. - Assist in creating monthly credit risk data, analytics, and commentary for use in quarterly CFO earnings preparation, Investor presentations, and SEC 10Q/10K reporting. - Contribute towards developing and standardizing Risk Reporting across various lines of business, including Corporate and Investment Bank, Commercial Banking, and Asset and Wealth Management. - Engage in challenging the numbers by investigating, documenting, and resolving both new and existing data quality issues. - Enhance the overall control environment for WCRR by devising new controls, automating manual processes, and refining team documentation. Required Qualifications and Skills: - Bachelor's degree - 3+ years of experience in risk and/or financial reporting; candidates with aligned skillsets and goals may be considered for this role even with less experience. - Understanding of credit risk encompassing traditional credit products and counterparty risk. - Familiarity with the Firm's credit risk systems such as iCRD, CRRT, SELM. - Proficiency in Microsoft Office and Business Objects. - Strong interpersonal skills essential for effective teamwork and cross-departmental communication.,

Are you prepared to have a significant impact on the world of wealth management Join our International Consumer Bank Advisor Support team in India and be part of a dynamic environment where your skills and passion will drive innovation and bolster our global sales organization. We provide unparalleled opportunities for career advancement in a collaborative setting where you can excel and contribute to meaningful projects. As a Solutions Assistant within the International Consumer Bank Advisor Support India team, you will function as an extension of the London-based Wealth Services team. Your role will be pivotal in supporting client advisors throughout the sales life cycle, from prospecting and lead generation to client onboarding and portfolio reviews. Your efforts will align with business priorities and elevate the overall client experience. The International Consumer Bank (GPB) Advisor Support India team plays a crucial role in the global sales organization, collaborating closely with Client Advisors, Investment Specialists, Lending Advisors, Wealth Advisors, and Market/Regional Leadership to drive activities across the client/sales life cycle. We operate in a globally integrated manner, aligning with Advisors of a specific Region/Market to support business objectives. Our focus areas include prospecting, pitchbook creation, marketing materials updating, client onboarding support, and continuous client portfolio reviews and analysis. Responsibilities: - Load potential opportunities into Salesforce and maintain precise records. - Review opportunities and handle administrative tasks related to funding and finance reconciliation. - Conduct competitor analysis to identify market trends and opportunities. - Supervise pension/ISA transfers, including follow-ups with providers and clients. - Prepare client documents and collaborate with the business team to progress them. - Research prospects using databases and search methods, creating bios for Wealth Manager meetings. - Develop materials for prospective client meetings, including background research and portfolio analysis. - Compile business reports, such as monthly and quarterly reviews for the team. Required Qualifications, Capabilities, and Skills: - Minimum of 4 years of professional experience in a similar role. - Strong stakeholder engagement skills; proficiency in English is mandatory. - Proficiency in PowerPoint and Excel; familiarity with tools like Alteryx, Tableau, and LLM is advantageous. - Comprehensive understanding of client management needs and sensitivities; utmost discretion with confidential matters. - Ability to work with minimal to moderate supervision; adaptable to challenging environments. - Inclination to grasp market dynamics and develop expertise. Preferred Qualifications, Capabilities, and Skills: - Solid analytical and problem-solving abilities. - Capability to work collaboratively within a team with high attention to detail and accuracy in work. - Flexibility to work in different shifts and locations as required; presence in the office for all five workdays is mandatory. - University degree holder (preferred MBA/CFA/CA/FRM). - Knowledge of German, Spanish, or Portuguese is an added advantage.,

You will be responsible for providing Project Portfolio reports to facilitate decision-making and prioritize the project portfolio. You will own the cross-functional project plans within the Project Management tools, ensuring proper project management and oversight by major stakeholders. This includes creating portfolio reports with necessary information such as resource forecasts and historical portfolio trends. Additionally, you will oversee and review resource forecasting for the project portfolio, maintaining accurate and up-to-date information and establishing governance processes for monitoring forecast accuracy. You will also be accountable for developing and implementing project plans in the Development Project Management tools along with the line function team. Furthermore, you will be required to enhance and develop tools as per the needs of project management and other stakeholders. Your main focus will be on optimizing resources and productivity, ensuring timely and well-informed project decisions, and gathering feedback from customers, partners, and projects to enhance satisfaction levels. It is essential to adhere to Novartis policies and guidelines. The ideal candidate should have work experience that demonstrates functional breadth, critical negotiations, collaborating across boundaries, operations management and execution, and project management skills. Additionally, proficiency in account management, building construction, business administration, business relationship management, capital market, corporate development, cross-functional collaboration, drug development, financial modeling, innovative forward thinking, investment portfolio, IT portfolio management, mergers & acquisitions, operations, pipeline software, PMP certification, portfolio analysis, prioritization, senior management, and virtual private server management is required. Proficiency in the English language is necessary for this role.,

About Credit Saison India Established in 2019, Credit Saison India (CS India) is one of the fastest-growing Non-Bank Financial Company (NBFC) lenders in the country. With verticals in wholesale, direct lending, and tech-enabled partnerships with Non-Bank Financial Companies (NBFCs) and fintechs, CS India's tech-enabled model and underwriting capability facilitate lending at scale, addressing India's significant credit gap, particularly in underserved and underpenetrated segments of the population. Committed to long-term growth and evolution in the Indian market, Credit Saison India caters to MSMEs, households, individuals, and more. Registered with the Reserve Bank of India (RBI) and boasting an AAA rating from CRISIL (a subsidiary of S&P Global) and CARE Ratings, CS India currently operates through a branch network of 45 physical offices, servicing 1.2 million active loans, managing an AUM of over US$1.5 billion, and employing approximately 1,000 individuals. Part of Saison International, a global financial company dedicated to bringing people, partners, and technology together to create resilient and innovative financial solutions for positive impact, Credit Saison India aligns with Saison International's mission to be a transformative partner in enabling opportunities and fulfilling people's dreams. Roles & Responsibilities: - Conduct Portfolio Analysis and Monitor Portfolio delinquencies at a micro level, identifying delinquent segments, programs, locations, and profiles. - Assist in developing credit strategies across the customer lifecycle, including acquisitions, management, fraud, and collections. - Perform necessary analytics to identify trends within the Portfolio. - Provide analytical support for internal portfolio reviews and enhance the portfolio's quality. - Collaborate with the Product and Engineering teams to implement Risk strategies. - Work with the Data Science team to provide inputs on key model variables and optimize risk models" cut-offs. - Develop a deep understanding of various data sources (Traditional and alternate) for effective underwriting. - Demonstrate a good understanding of various unsecured credit products. - Analyze business problems and convert them into analytical solutions. Required Skills & Qualifications: - Bachelor's degree in Computer Science, Engineering, or a related field from a top-tier institution (IIT/IIIT/NIT/BITS). - 5+ years of experience in Data Science, Risk Analytics, or Risk Management, with expertise in building models, Risk strategies, or generating risk insights. - Proficiency in SQL and other analytical tools/scripting languages like Python or R. - Deep understanding of statistical concepts, including descriptive analysis, experimental design, Bayesian statistics, confidence intervals, and Probability distributions. - Proficiency in statistical and data mining techniques. - Experience with machine learning techniques such as decision tree learning. - Familiarity with working on both structured and unstructured data. - Preferred experience in Fintech, Retail, SME, LAP, or Secured lending domains.,

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 product from risk assessment point of view Ensure data is correctly captured in the system and coordinate with different team to fix the issue Coordinate with IT team for the automation of credit approval process Review and Preparation of regular credit risk reports for Board meeting and other management committee meeting consumption Manage a small team to monitor the performance of the asset portfolio Provide regular inputs for risk analytics and detailed data points impacting portfolio quality Coordinate with IT team for various project i.e. NPA, Perfios, Scorecard etc. Preparation of Bank wide Risk Dashboard to reflect Risk trend of the Bank Relevant Experience: Overall 7+ plus years of experience in Banking (preferably Risk). Technical Competencies: Good understanding of Credit risk related jargons like balance sheet, income statements, asset inventory statements Good understanding of various regulatory reports of credit risks Good command of Excel, SQL, etc. Analytical skills as well as a thorough understanding of banking laws, regulation, and policies and the ability to apply and explain complex regulatory, financial, and analytical concepts Interested candidate can share their resume on adarsh.pandey@utkarsh.bank

Role & responsibilities Acquire & deepen accounts of Trusts, Associations, Societies, Clubs, Religious Institutions, and Educational Institutions etc with a focus on quality of accounts Identify prospective customers & convert them into real business opportunities Deepen existing portfolio to ensure customer stickiness Meeting targets to achieve the annual business goals Periodical planning to review the under-performing customers & draw an action plan for improvement Assess & evaluate the client needs & generate new revenue through cross sell opportunities Customer Relationship Management for efficient servicing & superior products Conduct marketing events & conferences for the new customers Monitoring process efficiency and providing inputs for improvement Working closely with product team for product customization / product & process improvements Gathering Market intelligence & tracking Competition Best Practices Ensure full awareness of all the policies and procedures issued in relation to products / KYC / AML policy

Role & responsibilities Job Description - Commercial Banking portfolio management. Experience - 3 year to 8years . Looking for candidates who can join in 1 month Please share your cv at surbhi.malhotra@nlbtech.com -Evaluate financial performance of companies /borrower / guarantor / commercial real estate asset class based on a variety of factors including past and current performance, management projections and market changes over the period. -This would include review of various financial statements, such as balance sheet, income statement, cash flows, and statement of changes in equity. - Perform market research using various third-party applications and compare performance of borrowing entity against market data to draw conclusion of overall performance. - Determine appropriate risk rating, both qualitative and quantitative based on performance during the review time period and compare it against bank's credit guidelines. - Document and synthesize findings based on above mentioned reviews into a credit report which would be for presented to lending officers and / or approval committees. - Quality check of work performed by junior team members and provide appropriate feedback on the same. - Training & mentoring junior colleagues along with reviewing, checking & overseeing and undertaking workload planning as well. - Understand the feedback received from the onshore team members and disseminate the same to the team. - MBA (Finance /Banking), Cost and Management Accountancy, Chartered Accountancy or post- graduation in Economics. -overall commercial credit experience across diversified asset class (includes corporate entities and real estate asset class). - Good knowledge on financial statements for various industries with ability to ascertain trends, ratios and call out key risks when compared to benchmarks (historical and industry performance). -Knowledge of credit products like BLOC, Revolving credit facility, Auto Floor Plan line of credit, commercial mortgage, term facilities, subordinated notes etc. - Working experience on credit lens, LoanIQ, Salesforce - nCino, scorecard models etc. Please share your profile at surbhi.malhotra@nlbtech.com

About The Role Skill required: Asset Management - Asset Portfolio Analysis Designation: Service Delivery Ops Associate Manager Qualifications: Any Graduation Years of Experience: 10 to 14 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do The Global Client Account Services (GCAS) Manager is responsible for leading, supporting, and developing Supervisors and production teams in GCAS. The Manager is responsible for their teams day-to-day delivery of client reports, investment product reports, and investment pitchbooks for the firms institutional and intermediary clients globally. This individual is accountable for the results of their line of business while demonstrating effective leadership and development skills for their direct reports and associates. The Manager must be able to ensure all applicable policies, procedures, and regulatory requirements are followed while also influencing within and outside of the department, often to more senior audiences. Working collectively with the Senior Manager of GCAS, the GCIR Manager will aid in the implementation of department strategy. Must be able to thrive in a fast-paced environment and be comfortable with regularly shifting priorities (daily) based on business need while delivering results within agreed upon timelines. Works closely with global peers to develop best practices, processes, and controls. Must have a client-first mindset with demonstrated sound strategic thinking and decision-making.Structure and conduct analysis on the business portfolio of a company to assess baseline performance and make suggestions on how to improve overall portfolio performance in part or in whole. What are we looking for Bachelor s degree or the equivalent combination of education and relevant experience AND 12-14 years of total relevant work experience Roles and Responsibilities: Leads highly complex projects and serves as a subject matter expert for operational issues. Provides guidance to lower-level associates working on less complex issues.Provides management for staff involved reporting on client portfolios and leads staff to execute on business goals. Serves as a resource on products and services offered to clients.Works with internal clients to manage improvements in data collection and reporting platforms.Serves as an escalation point for exceptional issues, keeping leadership apprised of potential areas of concern. Responsible for ensuring training programs address department findings and organizational needs. Ensures staff development in area of expertise.Recruits, directs, motivates, and develops staff, maximizing their individual contribution, their professional growth, and their ability to function effectively with their colleagues as a team. Accountable for the management of the financial and human resources of their assigned team to include budgeting, hiring, discipline, etc.Collaborates with management on plan design and/or administrative enhancements to influence best practices while meeting client objectives.Conducts formal vendor performance reviews to help inform vendor selection process. Provides leadership with due diligence reports when new vendors are required and rationale for vendor changes. May participate in vendor selection and negotiation of contracts. Qualification Any Graduation

About The Role Skill required: Asset Management - Asset Portfolio Analysis Designation: Capital Markets Operations Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do The Global Client Account Services (GCAS) is responsible for the oversight, production, quality, and timeliness of all scheduled client reporting & pitchbooks for clients and strategies across multiple product and business lines. They provide client related data and reports requested by clients, consultants and other client appointed third parties in all regions in which our client operates. Reporting includes proprietary branded reports (Investment Reports, Factsheets, Quarterly Reviews, Pitchbooks), regularly scheduled custom reports, due diligence and regulatory reporting (DDQs, MiFID II reports) and various other deliverables (reconciliations, valuation statements, commentary). The team utilizes in-depth knowledge of client requirements and a variety of IT systems to compile inputs for the production of client reports in a timely and accurate fashion.This role includes the organization and gathering of reporting collateral for clients. Oversight, production, quality, and timeliness of all scheduled client reporting & pitchbooks are key functions within GCAS. Requires working and conceptual knowledge capital markets and mutual funds. Performs a range of assignments related to a job discipline. Accountable for their own work and effective coordination of process and information with others. Works independently, within guidelines and policies for ongoing work; may receive general guidance on new assignments.Structure and conduct analysis on the business portfolio of a company to assess baseline performance and make suggestions on how to improve overall portfolio performance in part or in whole. What are we looking for Bachelor s degree or the equivalent combination of education and relevant experience AND 2-4 years of total relevant work experienceStrategic thinker & problem-solver with proven ability to understand details & actively participate in execution to ensure success. Excellent verbal and written communication skillsA client service-oriented mannerAbility to work accurately under pressure and flexibility to meet stringent deadlines and unpredictable work volumesKnowledge and experience of Seismic and/or Coric will be a value add Roles and Responsibilities: Monitors and reports on client portfolio performance. Continues to develop an understanding of online tools and reporting platform. Answers standard and moderately complex inquiries from clients regarding client reporting operations. Reviews data leveraged to support business initiatives.Provides analysis and development of reports related to all aspects of account activities, performance, and investment-related practices and procedures.Maintains the reporting system utilized by clients to generate reports on their portfolios and portfolio performance. Trains clients on reporting system.Interprets and suggests programs or improvements to services delivered in order to improve client service and operational experience.Continues to develop expertise in investment data and compliance requirements Qualification Any Graduation

About The Role Skill required: Asset Management - Asset Portfolio Analysis Designation: Service Delivery Ops Team Lead Qualifications: Any Graduation Years of Experience: 7 to 11 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do The Global Client Account Services (GCAS) is responsible for the oversight, production, quality, and timeliness of all scheduled client reporting & pitchbooks for clients and strategies across multiple product and business lines. They provide client related data and reports requested by clients, consultants and other client appointed third parties in all regions in which our client operates. Reporting includes proprietary branded reports (Investment Reports, Factsheets, Quarterly Reviews, Pitchbooks), regularly scheduled custom reports, due diligence and regulatory reporting (DDQs, MiFID II reports) and various other deliverables (reconciliations, valuation statements, commentary). The team utilizes in-depth knowledge of client requirements and a variety of IT systems to compile inputs for the production of client reports in a timely and accurate fashionThe Global Client Account Services (GCAS) Manager is responsible for leading, supporting, and developing Supervisors and production teams in GCAS. The Manager is responsible for their teams day-to-day delivery of client reports, investment product reports, and investment pitchbooks for the firms institutional and intermediary clients globally. This individual is accountable for the results of their line of business while demonstrating effective leadership and development skills for their direct reports and associates. The Manager must be able to ensure all applicable policies, procedures, and regulatory requirements are followed while also influencing within and outside of the department, often to more senior audiences. Working collectively with the Senior Manager of GCAS, the GCIR Manager will aid in the implementation of department strategy. Must be able to thrive in a fast-paced environment and be comfortable with regularly shifting priorities (daily) based on business need while delivering results within agreed upon timelines. Works closely with global peers to develop best practices, processes, and controls. Must have a client-first mindset with demonstrated sound strategic thinking and decision-making. Manages professionals and/or supervisor is accountable for the performance and results of a team within the department. Executes business plans and contributes to the development of team and area strategy. Decisions are guided by policies, methods, standards, and business plans; receives guidance and oversight from manager What are we looking for Bachelor s degree or the equivalent combination of education and relevant experience AND 10+ years of total relevant work experienceStrategic thinker & problem-solver with proven ability to understand details & actively participate in execution to ensure success. Above-average time-management skills and effective ability to prioritizeProven people leader & comfort in an ever-changing, fast-paced environmentExcellent verbal and written communication skillsA client service-oriented mannerAbility to work accurately under pressure and flexibility to meet stringent deadlines and unpredictable work volumesUnderstanding of our client products and relevant data points associated with client reportingKnowledge and experience of Seismic and/or Coric will be a value add Roles and Responsibilities: Provides management for staff involved reporting on client portfolios and leads staff to execute on business goals. Serves as a resource on products and services offered to clients.Works with internal clients to manage improvements in data collection and reporting platforms.Serves as an escalation point for exceptional issues, keeping leadership apprised of potential areas of concern. Responsible for ensuring training programs address department findings and organizational needs. Ensures staff development in area of expertise.Recruits, directs, motivates, and develops staff, maximizing their individual contribution, their professional growth, and their ability to function effectively with their colleagues as a team. Accountable for the management of the financial and human resources of their assigned team to include budgeting, hiring, discipline, etc. Qualification Any Graduation

We are looking for a CIB Portfolio Manager with 10 + years of experience who has good experience in the following domain for Hyderabad location: Credit Underwriting Portfolio Management Securitisation Financial Statement Analysis Credit Worthiness/Credit Analysis Only candidates from Banking and Credit Rating and Research companies should apply. Interested please send their profiles to [HIDDEN TEXT] . Responsibilities: Manage and develop a team of individuals to provide portfolio management and underwriting support to the entire industry Engage coverage officers and relationship managers which may often lead the credit approval process through Wholesale Credit Risk and more experienced management Identify and recommend patterns or opportunities for overall industry or macroeconomic trends and how they may impact the overall portfolio and timely manage any risks and opportunities that may be presented Make decisions and resolve issues regarding underwriting strategies, deal positioning, and relationship management strategies that involve credit of CIB Portfolio Management to meet business objectives Interpret and develop policies and compliance requirements for timely managing any risks and opportunities identified Collaborate with and consult with coverage officers, relationship managers, and more experienced management to provide support to the entire industry team Manage allocation of people and financial resources for CIB Portfolio Management Mentor and guide talent development of direct reports and assist in hiring talent Required Qualifications: 4+ years of CIB Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education 2+ years of leadership experience Desired Qualifications: B. Com or equivalent degree along with MBA Finance, CFA or CA Excellent functional experience across asset classes in banking, credit analysis and underwriting, ratings analysis, portfolio management, debt research, corporate and structured finance. Experience in Structured products and familiarity with Debt Capital Market products an added plus. At least 4+ Years of experience in credit analysis, portfolio management, debt research, corporate and structured finance. Strong management skills with ability to lead a team. Experience in change management, transformation projects, process efficiency etc. would be an added advantage. In-depth understanding of financial statements and accounting policies (IFRS/ GAAP etc.) of large corporates and/or financial institutions with ability to comprehend key risks. Sound analytical thinking and high attention to detail needed Strong communication skills both verbal and written. Ability to speak articulately & strong business writing skills High level of personal motivation, strong interpersonal skills to manage team & also work across continents Must be able to work in a fast-paced production environment and juggle a variety of tasks (time management skills are important) Must be comfortable working independently and as part of a team Knowledge of corporate loans (specifically leveraged loans) or experience in Corporate Lending/Leveraged Finance in an MNC bank Required expertise in PowerPoint, Excel and Word. Familiarity in BI capabilities and VBA/Macro/Python coding an added plus. Motivated self-starter, strong interpersonal and leadership skills, and ability to multitask across multiple competing deliverables in a fast-paced environment. Must be flexible to work in EMEA/partial US shift as per business requirements Job Expectations: Providing expertise and coverage for supporting and growing the entire CDF business across the value chain. Involvement in core team deliverables which include support on credit analysis and portfolio management across CDFs portfolio covering credit underwriting at collateral/client level, periodic remediation & servicing of collateral reports, performance analysis, compliance/covenant testing, financial reviews, regulatory reporting including Basel, and drafting of memos and presentations including surveillance decks. Collaborate with the US and India leadership teams to identify, develop and implement strategies that will ensure an effective delivery and value-growth of the India CDF team. Identify and recommend patterns or opportunities for overall industry or macroeconomic trends and how they may impact the overall portfolio and help timely management of risks. Make decisions to ensure timely deliverables and resolve operating issues, team member allocation to projects etc. Leadership role, but individual SME-level contribution is also needed to plan, train, mentor and review teams deliverables. Communicate effectively across all levels of organization to ensure alignment with company strategy and goals. Interpret and develop policies and compliance requirements for timely managing any risks and opportunities identified; Ensure that all activities within the India team are conducted in accordance with the company policies, procedures, and ethical standards (including Risk, Compliance and HR policies). Lead and drive transformation/efficiency/process improvement projects. Talent acquisition, retention and assisting leadership in building the career path for the team members. Act as a back-up to the leader in various management-related deliverables including capacity planning, portfolio allocation, resource mapping, maintaining various databases, preparing management decks, helping in stakeholder management, amongst others. Drive and implement various department wide risk & governance and transformation & automation initiatives on an ongoing basis.

Black And White Business Solutions is actively seeking a highly experienced AES SAP PS Manager . This pivotal role requires deep expertise in SAP Project Systems (PS) and Portfolio and Project Management (PPM) , particularly within the S/4HANA Public Cloud environment. The ideal candidate will have extensive experience in various project types and a strong understanding of integration points, driving successful implementations and strategic initiatives. Required Skills and Qualifications Extensive exposure working on industry-specific PS & PPM on S/4HANA Public Cloud : Proven hands-on experience in designing, configuring, and implementing SAP Project Systems and Portfolio and Project Management functionalities within a public cloud environment, tailored to specific industry needs. Must have experience in (ETO), Make to stock (MTS), Make to order (MTO), Capital project, and Investment management using SAP PS : Demonstrated proficiency in managing diverse project scenarios, including Engineer-to-Order, Make-to-Stock, Make-to-Order, Capital Projects, and Investment Management processes using the SAP PS module. Good to have knowledge on PS-MRS integration, PS-CATS integration, PS-SRM integration, PS-PPM integration, PS-Project, PS-PM integration, SAP and BI and BPC integration : Familiarity with integration points between SAP PS and other key modules such as Multi-Resource Scheduling (MRS), Cross-Application Time Sheet (CATS), Supplier Relationship Management (SRM), Portfolio and Project Management (PPM), Plant Maintenance (PM), as well as integration with SAP Business Intelligence (BI) and Business Planning and Consolidation (BPC). Qualification Any Graduate or Above CTC Range 20 to 25 LPA Notice Period 0 to 90 days Contact: Sonali Jena Staffing Analyst - IT Recruiter Black and White Business Solutions Pvt Ltd Bangalore, Karnataka, INDIA Email: [HIDDEN TEXT] | Website: www.blackwhite.in Direct Number: +91 8067432416

Black And White Business Solutions is actively seeking a highly experienced AES SAP PS Manager . This pivotal role requires deep expertise in SAP Project Systems (PS) and Portfolio and Project Management (PPM) , particularly within the S/4HANA Public Cloud environment. The ideal candidate will have extensive experience in various project types and a strong understanding of integration points, driving successful implementations and strategic initiatives. Required Skills and Qualifications Extensive exposure working on industry-specific PS & PPM on S/4HANA Public Cloud : Proven hands-on experience in designing, configuring, and implementing SAP Project Systems and Portfolio and Project Management functionalities within a public cloud environment, tailored to specific industry needs. Must have experience in (ETO), Make to stock (MTS), Make to order (MTO), Capital project, and Investment management using SAP PS : Demonstrated proficiency in managing diverse project scenarios, including Engineer-to-Order, Make-to-Stock, Make-to-Order, Capital Projects, and Investment Management processes using the SAP PS module. Good to have knowledge on PS-MRS integration, PS-CATS integration, PS-SRM integration, PS-PPM integration, PS-Project, PS-PM integration, SAP and BI and BPC integration : Familiarity with integration points between SAP PS and other key modules such as Multi-Resource Scheduling (MRS), Cross-Application Time Sheet (CATS), Supplier Relationship Management (SRM), Portfolio and Project Management (PPM), Plant Maintenance (PM), as well as integration with SAP Business Intelligence (BI) and Business Planning and Consolidation (BPC). Qualification Any Graduate or Above CTC Range 20 to 25 LPA Notice Period 0 to 90 days Contact: Sonali Jena Staffing Analyst - IT Recruiter Black and White Business Solutions Pvt Ltd Bangalore, Karnataka, INDIA Email: [HIDDEN TEXT] | Website: www.blackwhite.in Direct Number: +91 8067432416

RB - Affluent Business: Insurance Specialist INTERNAL USAGE: No. of Vacancies: 1 Reports to: Regional Insurance Specialist Is a Team leaderNo 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 customers with seamless touchpoints About the Role The role of n Insurance Specialist revolves around the management of Insurance Sales at Branches & Markets Work as product specialist for Life, Non Life and Health Insurance business and help clients meet their financial goals through managing life risks and uncertainty Uncover wide range of needs of the clients and present solutions that meets those gaps. Explain product features and benefits clearly to clients. Manage a team of Burgundy Private Partners and help them with product, process and sales pitches Ensure that the right sales practices are followed as per approved process and in line with the IRDAI guidelines. Address queries of Burgundy Private Partners and clients manage client calls and issues or escalations. Represent our partner insurance companies as a compelling proposition for our clients. Able to contribute in a meaningful way in team meetings by sharing latest market updates, success stories and competitor s information. A thorough professional, confident, knowledgeable presentation when in front of clients Ensure your team of Burgundy Private Partner are certified on Insurance in a timely manner. Demonstrate good teamwork with Burgundy Private Partners towards Insurance sales activities to help meet the monthly budgets. Proactive in follow ups on pending requirements, resulting in short TAT from submission to issuance. Takes initiative to ensure knowledge and skill sets are up-to date for self and the assigned Burgundy Private Partner. Key Responsibilities Take ownership of Life, General and Health business targets assigned to mapped Team of Burgundy Private Partners. Support the team to sell products to existing base through holistic portfolio analysis of existing Insurance, Investment, and coverages, need analysis and client risk profile. Disseminate information on Industry, financial markets and competition products and analyse the same for meaningful sales engagement. Responsible for training roadmap for Partners, product pitches, MIS and trackers on business for updating stakeholders. Joint sales drills with Partners to facilitate customers buy the right Insurance product and increase confidence of the Partner for Insurance Product. Be the compliance gatekeeper for the Team towards Axis sales processes and regulatory guidelines. Highlight any potential financial, regulatory and credit risk to the bank. Actively engage with Axis Insurance partners on Life, General and Health to streamline the business, seek required help and improve the % Issuance rate. Manage client escalations, queries, and hiccups on sales- and follow escalation matrix Manage and Improve policy persistency, renewal and business continuity for Burgundy Private Partners & and report on monthly basis. Meet Business goals set for a weekly, monthly and quarterly targets for all 4 quarters for the financial year. Qualifications Graduate + MBA preferred ( min Tier 2 colleges) with a min 10-13 years of experience in Tier 1 Banca Setups or Top 3 Insurance companies Role Proficiencies: Effective communication and language Skills Knowledge of business Intelligence tools like Excel, Power point or Tableau Market and Industry knowledge gained through relevant experience and exposure Ability to work with all levels and proficiency to hand hold and upskill self and team High energy, curious and initiative-taking on product line buying enough mindshare for the business

1.Formulate portfolio policy for the respective products, focusing on healthy organic portfolio growth through existing and in-process portfolio programs 2. Work with the Policy team to provide supporting data analysis in setting risk appetite for the product 3. Partner with risk/ops counterparts and the business in managing the portfolio to achieve plan numbers and product sustainability 4. Responsible for day-to-day activity such as data base generation, MIS/reporting generation, portfolio analysis and policy monitoring 5. Work with risk/ops counterparts and the business to ensure correct policy implementation on an operational level 6. Provide supporting data analytics at on portfolio level and segment level for the purpose of monitoring policy adjustment to policy with the ultimate goal of managing risk and maximizing rewards 7. Partner with Risk MIS team, provide supporting data for Credit Risk Reporting and Portfolio Quality Review Reporting, as well as ad-hoc reporting as needed 8. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding the organisation by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Job Description: Under direct supervision, assist in the collection and analysis of data for senior staff to use to formulate an opinion of the market value of real estate for the purposes of dispute resolution, mortgage underwriting, acquisition/disposition, portfolio analysis and estate purposes. Essential Job Duties: Collects, analyzes, and reports appraisal related market data through internal and outside sources. Responsible for understanding all company research related database programs Assists in the preparation of appraisal reports under the direct supervision of a State Certified Appraiser. Understands all necessary software programs used to prepare valuation reports Understands and utilizes necessary third-party data sources Responsible for the aggregation, analysis, interpretation, and reporting of complex appraisal related market data through internal and outside sources. Skills, Education and Experience: Bachelor s degree; preferably in related subjects such as Economics, Finance, Mathematics, Business or Real Estate Law Strong analytical, writing and communication skills Strong organizational and multi-tasking skills

About Credit Saison India Established in 2019, Credit Saison India (CS India) is one of the country's fastest-growing Non-Bank Financial Company (NBFC) lenders, operating in wholesale, direct lending, and tech-enabled partnerships with other NBFCs and fintech companies. Its tech-enabled model, combined with strong underwriting capabilities, enables lending at scale to address India's significant credit gap, especially within underserved and underpenetrated segments of the population. CS India is dedicated to expanding as a lender and enhancing its offerings in India for the long term, focusing on MSMEs, households, individuals, and more. Registered with the Reserve Bank of India (RBI), CS India holds an AAA rating from CRISIL and CARE Ratings. Currently, CS India boasts a network of 45 physical offices, servicing 1.2 million active loans, managing an AUM exceeding US$1.5 billion, and employing approximately 1,000 professionals. As part of Saison International, a global financial company, CS India aligns with the mission of fostering resilient and innovative financial solutions through the integration of people, partners, and technology for positive impact. Saison International, headquartered in Singapore, operates across various countries including Singapore, India, Indonesia, Thailand, Vietnam, Mexico, and Brazil. Roles & Responsibilities: - Conduct portfolio analysis and monitor portfolio delinquencies at a micro level to identify segments, programs, locations, and profiles that are performing well or are delinquent. - Assist in developing credit strategies across the customer lifecycle, including acquisitions, management, fraud prevention, and collections. - Identify trends through comprehensive analytics on various portfolio cuts. - Provide analytical support for internal portfolio reviews and enhance portfolio quality. - Collaborate with the Product and Engineering teams to implement risk strategies effectively. - Work with the Data Science team to offer insights on key model variables and optimize risk models" cutoff points. - Gain a thorough understanding of various data sources, both traditional and alternate, and utilize them optimally in underwriting. - Demonstrate proficiency in unsecured credit products and convert business challenges into analytical solutions. Required Skills & Qualifications: - Bachelor's degree in Computer Science, Engineering, or a related field from a reputed institution (IIT/IIIT/NIT/BITS). - 2-5 years of experience in Data Science, Risk Analytics, or Risk Management, with a focus on building models, risk strategies, or generating risk insights. - Proficiency in SQL and other analytical tools/scripting languages like Python or R. - Deep understanding of statistical concepts, including descriptive analysis, experimental design, Bayesian statistics, confidence intervals, and probability distributions. - Proficient in statistical and data mining techniques, as well as machine learning techniques such as decision tree learning. - Experience working with both structured and unstructured data. - Preferred experience in Fintech or Retail/SME/LAP/Secured lending.,

Skill required: Asset Management - Asset Portfolio Analysis Designation: Capital Markets Operations Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do Investment Performance and Analysis is the responsibility unit to measure performance against the benchmark. Manages a team of professionals and staff assigned to report on client portfolio performance and proactively solves for client needs. Manages professionals and/or supervisors is accountable for the performance and results of a team within the department. Executes business plans and contributes to the development of team and area strategy. Decisions are guided by policies, methods, standards, and business plans; receives guidance and oversight from managerYou will be working as a part of Investment Banking team which specializes primarily in selling securities and underwriting the issuance of new equity shares to raise capital funds. They act as intermediaries between security issuers and investors and help new firms to public.Structure and conduct analysis on the business portfolio of a company to assess baseline performance and make suggestions on how to improve overall portfolio performance in part or in whole. What are we looking for Bachelor s degree or the equivalent combination of education and relevant experience AND 6 years of total relevant work experienceStrong understanding of Portfolio Analysis including performance and attribution calculations methodologyExperience in using Factset (B-one, SPAR, and PA) is a plusExperience in using MorningStar Direct, Aladdin or Bloomberg is an advantageStrong Excel Skills and programing Language particularly Power query or SQL is high desirableStrong understanding of various investment processes (equity, fixed income, multi assets and alternative)Well rounded knowledge of Asset Management operational work flowsHighly organized and proactiveAbility to multi task and with strong attention to detailAbility to interact and communicate effectivelyAbility to work in a high pressure environment with tight deadlinesAudit and controls focusedMust be a team player Roles and Responsibilities: As a performance analyst, you will be focused on ensuring the accurate and timely delivery of investment performance and analytical reporting for various statekeholders that include Portfolio Managers, Client Groups (Sales and Marketing) and Senior ManagementReview performance and portfolio analytics for use in client reportsAttend to queries on fund and / or attribution resultsAttend to requests from fund managers, client portfolio managers, sales & marketing on performance and attributionProduce peer fund comparison analysis based on MorningStar DirectProvide support to the Transition team and the salles team for all transition activities (onboarding of new funds, asset transfer, fund termination, etc)Manage the performance specific change process with our partners (includes raising change requests, follow-up, testing and validations)Maintain the list of GIPs composite and provide assurance that the firms complies with GIPs standardsMaintain stakeholder relationships and manage expectationsIdentify and execute continuous process improvement and automationsMaintain Portfolio data to ensure accurate performance calculations Qualification Any Graduation

Skill required: Asset Management - Asset Portfolio Analysis Designation: Capital Markets Operations Sr Analyst Qualifications: Any Graduation Years of Experience: 5 to 8 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do Manages a team of professionals and staff assigned to report on client portfolio performance and proactively solves for client needs. Investment Performance and Analysis is the responsibility unit to measure performance against the benchmark. Manages professionals and/or supervisors is accountable for the performance and results of a team within the department. Executes business plans and contributes to the development of team and area strategy. Decisions are guided by policies, methods, standards, and business plans; receives guidance and oversight from managerYou will be working as a part of Investment Banking team which specializes primarily in selling securities and underwriting the issuance of new equity shares to raise capital funds. They act as intermediaries between security issuers and investors and help new firms to public.Structure and conduct analysis on the business portfolio of a company to assess baseline performance and make suggestions on how to improve overall portfolio performance in part or in whole. What are we looking for Bachelor s degree or the equivalent combination of education and relevant experience AND 7-9 years of total relevant work experienceStrong understanding of Portfolio Analysis including performance and attribution calculations methodologyExperience in using Factset (B-one, SPAR, and PA) is a plusExperience in using MorningStar Direct, Aladdin or Bloomberg is an advantageStrong Excel Skills and programing Language particularly Power query or SQL is high desirableStrong understanding of various investment processes (equity, fixed income, multi assets and alternative)Well-rounded knowledge of Asset Management operational workflowsHighly organized and proactiveAbility to multitask and with strong attention to detailAbility to interact and communicate effectivelyAbility to work in a high-pressure environment with tight deadlinesAudit and controls focusedMust be a team player Roles and Responsibilities: As a performance analyst, you will be focused on ensuring the accurate and timely delivery of investment performance and analytical reporting for various stakeholder s that include Portfolio Managers, Client Groups (Sales and Marketing) and Senior ManagementReview performance and portfolio analytics for use in client reportsAttend to queries on fund and / or attribution resultsAttend to requests from fund managers, client portfolio managers, sales & marketing on performance and attributionProduce peer fund comparison analysis based on MorningStar DirectProvide support to the Transition team and the salles team for all transition activities (onboarding of new funds, asset transfer, fund termination, etc)Manage the performance specific change process with our partners (includes raising change requests, follow-up, testing and validations)Maintain the list of GIPs composite and provide assurance that the firms complies with GIPs standardsMaintain stakeholder relationships and manage expectationsIdentify and execute continuous process improvement and automationsMaintain Portfolio data to ensure accurate performance calculations Qualification Any Graduation

Skill required: Asset Management - Asset Portfolio Analysis Designation: Service Delivery Ops Associate Manager Qualifications: Any Graduation Years of Experience: 10 to 14 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do Uses extensive knowledge to consult on complex compliance and risk issues. Keeps abreast of new laws and regulations to determine impacts on firm compliance standards. Collaborates with management to develop new policies and practices to ensure compliance with legal requirements.You will be working as a part of Investment Banking team which specializes primarily in selling securities and underwriting the issuance of new equity shares to raise capital funds. They act as intermediaries between security issuers and investors and help new firms to public.Structure and conduct analysis on the business portfolio of a company to assess baseline performance and make suggestions on how to improve overall portfolio performance in part or in whole. What are we looking for Bachelor s degree or the equivalent combination of education and relevant experience AND 12-14 years of total relevant work experience Roles and Responsibilities: Leads highly complex projects and serves as a subject matter expert for operational compliance issues. Provides guidance to lower-level associates working on less complex issues.Responsible for ensuring that managers/teams across the firm are aware of internal processes regarding compliance and that they are implementing programs to follow policies applicable to their areas.Serves as an advisor to the business on compliance-related issues. Consults with managers on new firmwide policies, guiding them on matters related to implementation and compliance; monitors ongoing compliance across all teams. Designs andExecutes education and training programs for employees whose functions or responsibilities involve compliance with applicable firm policy and regulatory and industry laws.Leads projects to resolve process issues and to evaluate plan documents and administrative forms for compliance issues.Collaborates with management on plan design and/or administrative enhancements to influence best practices while meeting client objectives.Conducts formal vendor performance reviews to help inform vendor selection process. Provides leadership with due diligence reports when new vendors are required and rationale for vendor changes. May participate in vendor selection and negotiation of contracts. Qualification Any Graduation

Skill required: Asset Management - Asset Portfolio Analysis Designation: Capital Markets Operations Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do Investment Compliance is a global team responsible for ensuring compliance with a diverse set of requirements, including regulatory, prospectus, client-directed, internal investment, and operational restrictions (Compliance Restrictions) for portfolios managed by our client This position sits within the Implementation team which is responsible for the on-boarding of new accounts and products, oversight of amendments to existing accounts, and programming of all restrictions into the firms investment compliance monitoring system, Charles River (CRD). The Investment Compliance Senior Analyst consults with and provides information to investment personnel, attorneys, client operations managers and other internal and external parties. The analyst assesses the impacts of regulatory changes, new investment strategies, and data changes on the CRD rule library. The analyst also participates in and manages projects assigned by the Investment Compliance leadership team. What are we looking for Bachelor s degree or the equivalent combination of education and relevant experience AND2-4 years of total relevant work experienceExperience with Trading/IBOR/OMS systems, specifically with knowledge of Charles River Compliance System (CRD) or comparable compliance platformPractical understanding of investment security types (e.g. stocks, bonds, derivatives)Proven analytical skills within the area of investment compliance or a related fieldStrong attention to detail; commitment to qualityStrong customer service orientationStrong interpersonal skills; effective written and oral communicationsAbility to adapt and thrive in a dynamic environment with evolving priorities. Ability to thrive in a trading related atmosphereStrong organizational skills; proficient in handling multiple tasks simultaneouslyStrong research and problem-solving skillsLeads and collaborates on projects:Takes ownership of medium-sized projects of moderate complexity to achieve project goals and deliver impactful outcomesAssesses the impact of changeEvaluates the implications of regulatory changes, new investment strategies, products and derivative instruments on compliance processes and contributes to the development of impactful solutionsDevelops clear and comprehensive documentation:Develops user-friendly documentation, procedures and process controls to ensure clarity, consistency and transparency Roles and Responsibilities: New account on-boarding, amendments to existing client documentation, and coding (using CRD)Liaises with client operations and/or product on new accounts or changes for existing clients to provide compliance feedback, manage priorities, and meet inception deadlinesReviews investment restrictions in proposed new account documentation and guideline amendment language to ensure ability to code the compliance system as well as clarify intent, if neededPrograms logic-based rules in CRD in order to effectively monitor client and regulatory requirementsCollaborates with investment staff to ensure rule coding achieves alignment between client/regulatory requirements and the investment strategy of each portfolioPerforms quality assurance testing and review of rules programmed by other team membersEvaluates compliance system functionality and available data elements to determine how restrictions can be captured in the compliance systemsProvides creative coding solutions and alternatives to capture complex requirementsAssesses impacts of code changes and tests restrictions to ensure they function as intendedEscalates any operational roadblocks or risks in new client requirements to managementProcess Improvement:Continuously seeks opportunities to enhance efficiency:Actively identifies process improvement opportunities. Champions risk reduction:Works to reduce risk by looking for opportunities to make the compliance monitoring process more accurate, concise, and efficientDrives automation and innovation:Recommends and implements solutions to automate manual rules, integrate new compliance functionality and leverage data as a result of system upgradesFosters knowledge sharing and collaboration:Develops deep expertise in the Charles River system, or other investment compliance monitoring system(s), and proactively shares knowledge to significantly increase depth of knowledge within the Monitoring teamChallenges the status quo:Critically evaluates existing policies and procedures, and practices and proposes innovative solutions to enhance effectiveness and address emerging challengesContributes to rule optimization:Actively monitors compliance alerts to identify trends and areas for improvement in the rule library ensuring it remains relevant and effective Qualification Any Graduation

Skill required: Asset Management - Asset Portfolio Analysis Designation: Capital Markets Operations Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do Investment Performance and Analysis is the responsibility unit to measure performance against the benchmark. Manages a team of professionals and staff assigned to report on client portfolio performance and proactively solves for client needs. Manages professionals and/or supervisors is accountable for the performance and results of a team within the department. Executes business plans and contributes to the development of team and area strategy. Decisions are guided by policies, methods, standards, and business plans; receives guidance and oversight from managerYou will be working as a part of Investment Banking team which specializes primarily in selling securities and underwriting the issuance of new equity shares to raise capital funds. They act as intermediaries between security issuers and investors and help new firms to public.Structure and conduct analysis on the business portfolio of a company to assess baseline performance and make suggestions on how to improve overall portfolio performance in part or in whole. What are we looking for Bachelor s degree or the equivalent combination of education and relevant experience AND 2-4 years of total relevant work experience Strong understanding of Portfolio Analysis including performance and attribution calculations methodology Experience in using Factset (B-one, SPAR, and PA) is a plus Experience in using MorningStar Direct, Aladdin or Bloomberg is an advantage Strong Excel Skills and programing Language particularly Power query or SQL is high desirableStrong understanding of various investment processes (equity, fixed income, multi assets and alternative)Well rounded knowledge of Asset Management operational work flowsHighly organized and proactiveAbility to multi task and with strong attention to detailAbility to interact and communicate effectivelyAbility to work in a high-pressure environment with tight deadlinesAudit and controls focusedMust be a team player Roles and Responsibilities: As a performance analyst, you will be focused on ensuring the accurate and timely delivery of investment performance and analytical reporting for various statekeholders that include Portfolio Managers, Client Groups (Sales and Marketing) and Senior ManagementReview performance and portfolio analytics for use in client reportsAttend to queries on fund and / or attribution resultsAttend to requests from fund managers, client portfolio managers, sales & marketing on performance and attributionProduce peer fund comparison analysis based on MorningStar DirectProvide support to the Transition team and the salles team for all transition activities (onboarding of new funds, asset transfer, fund termination, etc)Manage the performance specific change process with our partners (includes raising change requests, follow-up, testing and validations)Maintain the list of GIPs composite and provide assurance that the firms complies with GIPs standardsMaintain stakeholder relationships and manage expectationsIdentify and execute continuous process improvement and automationsMaintain Portfolio data to ensure accurate performance calculations Qualification Any Graduation

Skill required: Asset Management - Asset Portfolio Analysis Designation: Service Delivery Ops Team Lead Qualifications: Any Graduation Years of Experience: 7 to 11 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do Uses extensive knowledge to consult on complex compliance and risk issues. Keeps abreast of new laws and regulations to determine impacts on firm compliance standards. Collaborates with management to develop new policies and practices to ensure compliance with legal requirements.You will be working as a part of Investment Banking team which specializes primarily in selling securities and underwriting the issuance of new equity shares to raise capital funds. They act as intermediaries between security issuers and investors and help new firms to public.Structure and conduct analysis on the business portfolio of a company to assess baseline performance and make suggestions on how to improve overall portfolio performance in part or in whole. What are we looking for Bachelor s degree or the equivalent combination of education and relevant experience AND 10+ years of total relevant work experience Roles and Responsibilities: Leads highly complex projects and serves as a subject matter expert for operational compliance issues. Provides guidance to lower-level associates working on less complex issues.Responsible for ensuring that team members across the firm are aware of internal processes regarding compliance and that they are implementing programs to follow policies applicable to their areas.Serves as an advisor to the business on compliance-related issues. Consults with managers on new firmwide policies, guiding them on matters related to implementation and compliance; monitors ongoing compliance across all teams. Designs andExecutes education and training programs for employees whose functions or responsibilities involve compliance with applicable firm policy and regulatory and industry laws.Leads projects to resolve process issues and to evaluate plan documents and administrative forms for compliance issues.Collaborates with management on plan design and/or administrative enhancements to influence best practices while meeting client objectives.Conducts formal vendor performance reviews to help inform vendor selection process. Provides leadership with due diligence reports when new vendors are required and rationale for vendor changes. May participate in vendor selection and negotiation of contracts. Qualification Any Graduation

Skill required: Asset Management - Asset Portfolio Analysis Designation: Capital Markets Operations Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do Manages a team of professionals and staff assigned to report on client portfolio performance and proactively solves for client needs. Investment Performance and Analysis is the responsibility unit to measure performance against the benchmark. Manages professionals and/or supervisors is accountable for the performance and results of a team within the department. Executes business plans and contributes to the development of team and area strategy. Decisions are guided by policies, methods, standards, and business plans; receives guidance and oversight from manager.You will be working as a part of Investment Banking team which specializes primarily in selling securities and underwriting the issuance of new equity shares to raise capital funds. They act as intermediaries between security issuers and investors and help new firms to public.Structure and conduct analysis on the business portfolio of a company to assess baseline performance and make suggestions on how to improve overall portfolio performance in part or in whole. What are we looking for Bachelor s degree or the equivalent combination of education and relevant experience AND 6 years of total relevant work experienceStrong understanding of Portfolio Analysis including performance and attribution calculations methodologyExperience in using Factset (B-one, SPAR, and PA) is a plusExperience in using MorningStar Direct, Aladdin or Bloomberg is an advantageStrong Excel Skills and programing Language particularly Power query or SQL is high desirableGeneral Candidate Attributes:Strong understanding of various investment processes (equity, fixed income, multi assets and alternative)Well rounded knowledge of Asset Management operational work flowsHighly organized and proactiveAbility to multi task and with strong attention to detailAbility to interact and communicate effectivelyAbility to work in a high pressure environment with tight deadlinesAudit and controls focusedMust be a team player Roles and Responsibilities: As a performance analyst, you will be focused on ensuring the accurate and timely delivery of investment performance and analytical reporting for various stakeholder s that include Portfolio Managers, Client Groups (Sales and Marketing) and Senior ManagementReview performance and portfolio analytics for use in client reportsAttend to queries on fund and / or attribution resultsAttend to requests from fund managers, client portfolio managers, sales & marketing on performance and attributionProduce peer fund comparison analysis based on MorningStar DirectProvide support to the Transition team and the salles team for all transition activities (onboarding of new funds, asset transfer, fund termination, etc)Manage the performance specific change process with our partners (includes raising change requests, follow-up, testing and validations)Maintain the list of GIPs composite and provide assurance that the firms complies with GIPs standardsMaintain stakeholder relationships and manage expectationsIdentify and execute continuous process improvement and automationsMaintain Portfolio data to ensure accurate performance calculations Qualification Any Graduation