313 Portfolio Analysis Jobs - Page 12

Job Description Periodic review and modification of DA Board policy and Pool selection criteria Preparation of Monthly dashboard and quarterly heath review of portfolio. Management discussion with Bank/NBFC who is proposing to sell pool. Management discussion is done to understand the sourcing, underwriting, portfolio management & collection process. Fixing & reviewing pool criteria for different products. Pool criteria are shared with Bank/NBFC which helps them carve out pool as per YBL requirements. Review of Loss Estimation Report given by Rating agency. Preparing Portfolio cuts & pool Characteristic for IOM which is put up for approval Review of IOM before it is put up for approval Coord...

Portfolio Monitoring and Reporting team - Alternative Investments, Private Equity This is an excellent opportunity for an initiative-taking professional to join our global Portfolio Monitoring team. This role demands a multi-faceted skillset that encompasses rigorous numerical analysis, high quality communication (verbal and written) and the ability to work effectively without supervision to contribute to the team objectives. What we look for We look to recruit bright, articulate, and numerate candidates who are not afraid of a challenge and are prepared to work hard and love what they do. Every member of the team plays a part in making our business what it is today and the more we grow, the...

About The Role : 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 t...

JOB PURPOSE To assist the President-Investments to ensure that a consistent, high level of Investment oversight and management support is maintained, by helping him with management and oversight of the Investment teams, reviewing portfolio composition and performance, and Investment risk, supporting him in the production of reports and presentations, in developing strategies to improve overall performance and Investment risk management of the various teams and for his decisions about staffing plans/product mix PRINCIPAL ACCOUNTABILITIES Portfolio and Investment risk Oversight Review portfolios and performance of the Investment teams. Help with data required for improving Investment performan...

Key Responsibilities: Fund Structuring & Management: Design and manage real estate investment funds (AIFs, SPVs, REITs) tailored to Ridhira's resort and wellness-driven real estate assets. Oversee fund governance, reporting, and compliance in line with SEBI regulations and industry best practices. Drive capital deployment strategies aligned with project timelines and ROI expectations. Capital Markets & Fundraising: Lead capital raising efforts targeting domestic and international investors (HNIs, family offices, institutional funds, NBFCs). Build and manage investor relations, presenting fund performance and investment opportunities. Prepare and pitch investment decks, financial models, and ...

Skill required: Asset Management - Asset Portfolio Analysis Designation: Capital Markets Operations Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years What would you do? Applied Technology & Operations for Markets (ATOM) is a multi-client processing on-demand service platform. A trade processing service for the trading and treasury entities of our clients that they can plug onto – in parts or entirely – while focusing their efforts on what differentiates them on the market. ATOM BPaaS leverages cloud hosted architectures to deliver high quality run and change services. It integrates infrastructure and IT management services with business processes execution supported ...

Role Overview: We are seeking an expert instructor to demystify the intricacies of financial markets, products, risk management, and the regulatory environment. This role requires comprehensive knowledge of financial instruments, market dynamics, valuation models, risk assessment methodologies, and global financial regulations. You will prepare students to navigate and contribute to the complex world of modern finance. Key Responsibilities: Deliver live, highly interactive online classes covering a broad range of financial topics, including market microstructure, derivatives pricing, portfolio analytics, and risk management frameworks. Explain complex concepts such as Black-Scholes, structur...

Current Role and Responsibilities: Portfolio Analysis for various Parameters and Key Indicators like Claims Analysis Retention Steering Portfolio into right direction Industry Benchmarking Trend Analysis Cost Saving Analysis Prediction Models for Claims Database management Work with All Stakeholders to streamline data sources for business use and analysis Pull and integrate data from diversified sources; evaluate and pre-process raw information Help in improvement of record keeping systems with procedures, checks and balances Collaborate with management and internal teams to implement and evaluate improvements Required Skills Experience in data analysis and visualization methods Experience: ...

Plan, manage, implement proper Financial Discipline in the organization. Own financial models, cash flow forecasts, and revenue projections Track key metrics, P&L, and unit economics across business lines Monitor spend vs. plan and provide actionable insights Analyze campaign ROI, product margins, and pricing structures Build reports for investors, internal stakeholders, and partners Support scenario planning and growth strategy with data Manage cash flow effectively to ensure optimal utilization of funds Explore and implement strategies to improve working capital efficiency

Manage investment portfolios for clients, ensuring alignment with their financial goals. Conduct market research to inform investment decisions. Monitor portfolio performance and adjust strategies as needed. .

Manage investment portfolios for clients, ensuring alignment with their financial goals Conduct market research to inform investment decisions Monitor portfolio performance and adjust strategies as needed Maintain compliance with regulatory standards

Roles and Responsibilities: 1. Reconcile bank statements 2. Understand the client requirement, review the source documents, update income transactions and enter the trade details 3. Maintain highest possible accuracy and timesheet 4. Update production counts. Desired Candidate Profile: 1. Should be a B.com graduate 2. Basic accounting and Mutual fund Knowledge 3. Process and reconcile transactions 4. Good knowledge on investments & capital markets 5. Proficient in areas like updating Bank transactions, Dividend, Purchase & Sales of stocks, Reconciliation of bank accounts, Maintenance of customer accounts Job Location :- Chennai(Pallikaranai) Shift Timing :- Australian Shift Week off :- Satur...

We are seeking a results-driven Portfolio Manager to lead multi-asset investment strategies including equities, forex, ETFs, bonds, and alternative instruments. This role demands expertise in market dynamics, risk management, and delivering consistent value to HNI and institutional clients. Location- Mohali Your Future Employer: A rapidly growing fintech and investment firm, transforming global financial markets through innovation. Responsibilities: 1. Designing and managing investment portfolios across equities, forex, ETFs, bonds, and alternative assets. 2. Conducting deep market research and analysis on domestic and global economic trends to drive investment decisions. 3. Implementing com...

Role & responsibilities Key highlights of the role are listed below (purely indicative and not limiting): 1. Customer Retention Strategy Development & Execution: Develop and execute comprehensive customer retention strategies to reduce attrition and increase customer lifetime value Design and implement targeted retention campaigns and programs based on customer segmentation and behaviour Monitor and evaluate the effectiveness of retention initiatives, making adjustments as needed 2. Attrition Analysis & Reporting: Track and analyse key retention metrics, including attrition rates, customer churn, and customer lifetime value Generate regular reports and dashboards to monitor retention perform...

Responsible for building a high performing team to ensure service levels are met, and to prioritize and adapt work to align with organizational goals . Champion continuous improvement initiatives, and support and adapt to changes in technology Required Candidate profile 6- 8 yrs exp in Capital market Investor Services. Providing day-to-day Investor services to both Fund Manager & the investors. Meeting the delivery of services to clients against a pre-agreed SLA

1. The job involves using quantitative and qualitative techniques for constructing portfolios plus analysing securities globally and in India - which may be equity or fixed income securities. 2. Specific skills for Fixed Income Analyst: The Analyst will be required to a) Maintain and manage fixed income products effectively. b) Constant monitoring of the performance of various fixed income instruments in India as well as globally. c) Focus on continuous improvement in the areas of fixed income trading, credit modelling and monitoring systems. d) Maintain advanced knowledge of fixed income markets. e) Detailed knowledge of financial concepts is essential. In addition, exposure to data science...

We are seeking highly skilled and experienced Senior Investment Strategists / Lead Fund Advisors to lead the development and execution of innovative investment strategies. The ideal candidates will combine deep expertise in fund management with a strong understanding of AI/ML applications in finance to build scalable fintech solutions. Key Responsibilities: Lead the design, development, and execution of investment models and mutual fund recommendation strategies. Collaborate with AI and machine learning teams to integrate advanced analytics into investment decision-making. Ensure all investment strategies comply with relevant regulatory requirements (SEBI/AMFI). Provide expert advisory on po...

experienced portfolio manager to create and manage investment portfolios for clients. will include crafting investment packages, managing client expectations, and transactions, will have experience in the financial servicesor investment sectors,

About The Role : Job TitlePortfolio Analyst, AS LocationMumbai, India Role Description Loans / lending commitments are a key component of the relationships held by Deutsche Bank with its corporate and financial institutional clients. Relationship loans are typically issued to support the generation of franchise revenues booked by the product lines across the Corporate Bank and Investment Bank divisions. Strategic Corporate Lending (SCL) provides governance around the investment of capital into these client relationships and risk manages the approved final hold positions down to pre-defined thresholds set by Credit Risk Management. SCL owns the loan risk that it is hedging within its predomin...

We are seeking dynamic and experienced professional to join our growing team as Chief Financial Officer . The ideal candidate will have a strong background in portfolio management, financial planning, and data analytics. You will work closely with clients to analyze their portfolios and provide expert investment advice while leveraging data to optimize portfolio performance. Key Responsibilities: Portfolio Management: Analyze and manage client investment portfolios, providing tailored strategies to meet their financial goals. Data-Driven Decision Making: Utilize data to inform investment decisions, enhance portfolio performance, and provide actionable insights. Market Monitoring: Continuousl...

FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. At FactSet, our values are the foundation of everything we do. They express how we act and operate , serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients needs and exceeding their expectations. ABOUT FACTSET FactSet creates flexible, open data and software solutions for over 162...

Role & responsibilities Conduct in-depth fundamental research on listed companies across various sectors and market caps, focusing on financial performance, competitive positioning, and industry dynamics. Build and maintain detailed financial models to project future earnings and assess valuation metrics. Generate stock recommendations and prepare comprehensive research reports and presentations. Assist in the constructing and management of equity portfolios, ensuring alignment with investment objectives and risk parameters. Ensure the portfolios are compliant with all internal mandates and regulatory guide elines. Monitor and evaluate portfolio performance, provide recommendations for portf...

KRAs: -Operational Strategy -Business Process Optimization -Cross-Functional Collaboration -Budgeting and Cost Control -Quality Control and Continuous Improvement -Compliance and Regulatory Oversight -Reporting and Communication

This role can be classified as related tasks of managing client portfolio analytics of the firm and, parallelly, working on the wealth product curation review. Responsible for portfolio reviews across client portfolios in coordination with team. Required Candidate profile 4-5 years exp in activities relating to advice in financial products or securities/asset/ portfolio management. Responsible for maintaining various investment analysis like Morningstar, ACE, etc.

We are seeking a highly skilled candidate for Stressed Asset Manager (SAM) role with a commerce background and a strong understanding of finance and lending to oversee and manage distressed assets, ensuring optimal recovery and resolution strategies. The ideal candidate will have deep expertise in financial restructuring, risk assessment, and asset management. Product : Corporate loan (secured) Key Responsibilities: Collections & Recovery: Achieve collections targets and minimize credit losses for the portfolio. Drive higher resolution rates through effective recovery strategies. Conduct daily monitoring and regular reviews of delinquent portfolios. Work with non-performing defaulting borrow...