311 Portfolio Analysis Jobs - Page 10

As a Regional Credit Manager for the South Region, you will be responsible for overseeing a team of Credit Managers/Area Credit Managers. Your main focus will be on handling secured Home Loans/LAP or working capital business. You will be involved in proposing, making decisions, and recommending loan requests in alignment with the bank's standards. This will require you to assess and evaluate the creditworthiness of clients. Your role will also entail conducting due diligence and risk analysis during the evaluation of loan applications. You will need to report any fraudulent applications identified during this process. It will be vital for you to evaluate and process end-to-end loan applicati...

As part of the capital allocation process at ReNew, you will be responsible for conducting thorough due diligence on investment proposals submitted by business units seeking capital approval. This will involve validating assumptions, identifying risks, impacts, and mitigation measures. Additionally, you will provide the Investment Committee Team with a comprehensive view of each investment note, including cash flow projections, organizational risk, off-taker credit profile, and timeline risks. Your responsibilities will also include financial modeling, evaluation, assumption validation, and sensitivity analysis. You will prepare investment committee materials, maintain trackers of evaluated ...

Role & responsibilities Job Description - Commercial Banking portfolio management. Experience - 3 year to 8years . 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 ...

As a VC Analyst at InvestorSync, you will play a crucial role at the confluence of startup trends, investor insights, and product expansion. Your primary responsibility will be to stay abreast of developments in early-stage markets, identify recurring themes, facilitate investor curation, and bring forth promising opportunities. Your role will encompass elements of market research, portfolio evaluation, and community acumen. Collaborating closely with the Growth, Product, and Community departments, you will contribute to refining the data and insights aimed at investors. Key responsibilities include tracking and analyzing trends in early-stage startups across various industries, regions, and...

Role & responsibilities Analyze PE Funds performance by going through fund literature such as quarterly/financial reports Capturing fund valuation data such as investment cost, realized / unrealized value, gross / net multiple, gross / net IRR and financial KPIs such as revenue, EBITDA, net debt etc. Tracking the performance of operational KPIs and operational updates on quarterly basis Can lead the team of 2-3 analyst and associates Creating / updating fund track record and reconciling the data using cash flow notices Preparing initial reviews or memorandums for new PE fund/co-investment opportunities Calculating fund multiples and IRRs using cash flows and performing various fund analytics...

Responsibilities We are looking for a candidate with FactSet experience who will assist in the implementation and later the smooth running of the FactSet process. This process will be Wipro Credit and Insurance primary performance and risk analytics solution. Initial work will be focused on ensuring the daily data load and output received is accurate and timely. This will involve data validation across asset types and recommending solutions to fix any observed issues. Once we have implemented, the role will be focused on the smooth running of the daily process. I have included below some typical responsibilities of the role. Experience with FactSets Portfolio Analysis tool to measure the per...

Role & responsibilities Conduct in-depth research and due diligence on mutual funds across categories equity, debt, hybrid, etc. Evaluate fund performance, risk metrics, strategy, TER , and fund manager track records. Develop model portfolios suited to different risk profiles and investment needs Monitor market trends, SEBI/AMFI regulations , and fund industry developments. Assist in empanelment of new AMCs and products on the NJ platform. Create and maintain research reports, fact sheets , and presentations for distributor education. Compare funds against benchmarks and peers to identify relative strengths and weaknesses. Prepare research reports, fact sheets, presentations, and monthly/qua...

Job Description: As a Business Development Team Leader with expertise in lending, group loans, portfolio analysis, microbanking, and microfinance operations & business development, your primary role is to lead and manage the Micro Assets business across the bank's operational geographies. Your focus will be on driving sustainable and profitable growth, ensuring asset quality, developing scalable models, and deepening financial inclusion in alignment with the bank's mission. You will be responsible for developing and implementing the overall strategy for the Micro Assets business, with a key emphasis on achieving disbursement, portfolio outstanding (POS), and fee income targets. Expanding the...

As an individual working under general direction, you will be responsible for independently performing routine and intermediate recurring procedures, analysis, and report preparation to support the lifecycle of investments in a global infrastructure. Your role will involve identifying and resolving problems following established guidelines, as well as escalating complex issues to senior team members. Additionally, you will conduct special analyses and/or studies and be accountable for account reconciliation, reporting, transaction management, portfolio analysis and reporting, compliance, data and/or trade support activities. Your contribution will support global investment initiatives throug...

Stock Broking Company Location: Kolkata Salary:- Upto 30 Lacs/ Annum JD- Develop equity investment strategies Conduct research and financial analysis of listed companies. Monitor market movements Generate regular portfolio performance reports Required Candidate profile Graduate/ Postgraduate in Finance/ Economics/ or related field Min. 5–7 years of exp. in equity research or portfolio/fund management CALL:-- Namrata- 8910291069 Arijit- 9748042221 Benchmark Global

As a global leader in assurance, tax, transaction and advisory services, we hire and develop the most passionate people in their field to help build a better working world. This starts with a culture that believes in giving you the training, opportunities and creative freedom. At EY, we don't just focus on who you are now, but who you can become. We believe that its your career and Its yours to build which means potential here is limitless and we'll provide you with motivating and fulfilling experiences throughout your career to help you on the path to becoming your best professional self. The opportunity: Quantitative Analysis : EY Consulting is building a better working world by transformi...

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. ...

The Lead, Value Management provides transparency into the achievement of CMEs targeted outcomes and value creation across the Product Operating Model and enables the move to data-driven decision-making. Value Management focuses on defining, measuring and analyzing performance of portfolios, developing data models, dashboards, implementing tools and technologies to support portfolio analysis and supporting portfolios with forecasting and value realization planning. This team is required to provide timely information to drive data driven decisions and transparency of performance and delivery which are essential to support Portfolio operations. Principal Accountabilities Work with Senior stakeh...

As an Investment Operations Analyst, you will perform routine and intermediate procedures, analysis, and report preparation to support the lifecycle of investments in global infrastructure. You will independently identify and resolve problems, following established guidelines, and escalate complex issues to senior team members. Additionally, you will conduct special analyses and studies, focusing on account reconciliation, reporting, transaction management, portfolio analysis, compliance, data support activities, and trade support activities. Your role will involve supporting global investment initiatives through participation in projects, process reviews, and system enhancements. To be succ...

The position of Associate/Analyst (Wealth Management) at Neo Group involves being an invaluable member of the Wealth Management Team, responsible for providing accurate analytics. You should have a solid understanding of markets and various asset classes. It is essential to be eager to learn and enhance your skill set continuously, willing to meet deadlines promptly. Your responsibilities will include engaging in multi-asset class research, using fundamental analysis and valuation models. You will assist in composing and maintaining model investment portfolios, conducting detailed client-level portfolio analysis, and preparing insightful reports. This analysis involves benchmarking progress ...

We are seeking self-motivated and analytically driven professionals to join our Risk Analytics team. The ideal candidate to have a strong background in Credit Risk or Portfolio Risk Management , with the ability to derive actionable insights through robust data analysis. You will work closely with cross-functional teams and contribute toward maintaining and improving portfolio quality across lending products. Key Responsibilities Develop insights and recommendations to support business decisions and risk mitigation strategies Contribute to Expected Credit Loss (ECL) modeling, loss forecasting, and stress testing exercises Evaluate Early Warning Signal (EWS) frameworks using internal and exte...

Portfolio Management New client acquisition Financial Planning & Advisory services Manage client portfolios - insurance, mutual funds, hedge funds, real estate & fixed income Preferred- AFP / CFP / NISM XA – XB Contact (WHATSAP ONLY) - 9176975879

Under general direction, independently perform routine & intermediate recurring procedures, analysis, and report preparation to support the lifecycle of investments in a global infrastructure Identify and resolve problems following established guidelines; raise complex problems or issue to senior team members Conduct special analyses and/or studies Responsible for account reconciliation, reporting, transaction management, portfolio analysis and reporting, compliance, data and/or trade support activities Support global investment initiatives through participation in projects, process reviews and/or system enhancements Qualifications At least 15 years of formal education preferably in Finance/...

Responsibilities: * Conduct portfolio analysis using investment strategies * Manage client relationships through effective communication * Collaborate with wealth management team on mutual fund solutions

The opening is for an AAA & Actuate developer who is able to design and give new solution for the upcoming changes to the existing as well as new assets/applications within the Services division. This role is technology oriented, which includes defining development methodologies, hands on development for new projects/evolutions, production L3 (Developer level) support, providing technical solutions and performing POC for new relevant frameworks available in market. Knowledge and experience in the Wealth Management (Private Banking) domain is a good to have. (Portfolio Analysis, Order Management and Advisory functions). Responsibilities Perform AAA Front end (GUI) development (Format, screen,...

KEY ACCOUNTABILITIES As a performance analyst, you will be focused on ensuring the accurate and timely delivery of investment performance and analytical reporting for various stakeholders that include Portfolio Managers, Client Groups (Sales and Marketing) and Senior Management. Review performance and portfolio analytics for use in client reports Attend to queries on fund and/or benchmark returns, asset returns or attribution results. Attend to requests from fund managers, client portfolio managers, sales & marketing on performance and attribution Produce peer fund comparison analysis based on Morningstar Direct Provide support to the Transition team and the Sales team for all transition act...

) To spearhead activation and servicing for demat holdings in the given Region Zone Cluster 2) Support target fulfilment for MF Net Equalized Sales Lumpsum, PMS Net Sales and AIF Net Sales of the Region Zone Cluster is achieved through existing external Assets of Super Investor clients by aiding a team of Investment Specialist (IS), Sr. Investment Specialist (Sr. IS) and Virtual Investment (V. IS) who are responsible for asset gathering and generating the overall revenue of the segment through the existing and acquired Super Investor customer base. 3) Bring in fresh assets into MF, PMS and AIF through in-depth portfolio reviews of the clients. Provide research updates to team members and Sup...

) To spearhead activation and servicing for demat holdings in the given Region Zone Cluster 2) Support target fulfilment for MF Net Equalized Sales Lumpsum, PMS Net Sales and AIF Net Sales of the Region Zone Cluster is achieved through existing external Assets of Super Investor clients by aiding a team of Investment Specialist (IS), Sr. Investment Specialist (Sr. IS) and Virtual Investment (V. IS) who are responsible for asset gathering and generating the overall revenue of the segment through the existing and acquired Super Investor customer base. 3) Bring in fresh assets into MF, PMS and AIF through in-depth portfolio reviews of the clients. Provide research updates to team members and Sup...

) To spearhead activation and servicing for demat holdings in the given Region Zone Cluster 2) Support target fulfilment for MF Net Equalized Sales Lumpsum, PMS Net Sales and AIF Net Sales of the Region Zone Cluster is achieved through existing external Assets of Super Investor clients by aiding a team of Investment Specialist (IS), Sr. Investment Specialist (Sr. IS) and Virtual Investment (V. IS) who are responsible for asset gathering and generating the overall revenue of the segment through the existing and acquired Super Investor customer base. 3) Bring in fresh assets into MF, PMS and AIF through in-depth portfolio reviews of the clients. Provide research updates to team members and Sup...

ESSENTIAL DUTIES AND RESPONSIBILITIES The Consulting & Valuation Group (C&V) of CBRE is a specialized Advisory and Valuation practice that undertakes assignments across a wide variety of real estate asset classes and works for a broad spectrum of private and public-sector clients. C&Vs diverse portfolio of services includes: Market Research exercises (mix of desktop as well as primary research), coupled with analysis & interpretation of the collated intelligence Business Plans, Feasibility Analyses, Market Analyses, Techno-Economic Viability Studies, Due Diligence Exercises, Entry / Location Strategies, Portfolio Optimization, etc. Specialized studies such as retail zoning & tenancy mapping,...