98 Portfolio Analysis Jobs - Page 2

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 applications within the agreed upon Turn-Around Time (TAT) timelines. To ensure the success of your region, you will be responsible for planning key performance parameters for your team based on Key Result Areas (KRAs) of both the team and individuals. This will involve ensuring that your team meets the KRAs related to TAT, productivity, delinquency, Post Disbursement Document (PDD), audit compliance, customer TAT, and approval rates. In addition, part of your role will involve developing new products, policies, and processes based on the requirements of the local market and changes in existing policies and products. This will be done by staying informed about the market intelligence of the Region. Monitoring approvals of high-value proposals from retail and corporate clients for all products and keeping an eye on early defaults will also be one of your responsibilities. You will need to ensure non-delinquency and create debt collection mechanisms for the timely receipt of money and recovery of bad debts. Analyzing frequent delinquencies to maintain a healthy portfolio and assisting internal audit for the portfolio will be crucial for this role. Moreover, managing internal and external customer relationships and resolving customer-related issues within defined timelines will also be a part of your duties.,

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 opportunities, conduct third-party research on key businesses and growth areas, and engage with internal stakeholders. Familiarity with data analytics tools, contributing to digital improvements, and preparing routine portfolio monitoring reports will be key aspects of your role. Your deliverables will involve facilitating a structured Investment Committee process, preparing investment committee materials, analyzing financial statements, building financial models, and coordinating with internal stakeholders. You will also be responsible for tracking opportunities from origination to closure, monitoring pipeline status and risks, and preparing reports on competition behavior and market trends. To be eligible for this role, you should have a CA/MBA/CFA from a tier 1 institute, with industry or consulting experience in the renewable energy sector being preferred. Experience in project appraisal, ratings, research, or portfolio analysis is also advantageous. Strong financial modeling and PowerPoint skills, interpersonal communication skills, and the ability to work in a fast-paced environment are essential. Collaboration, detail orientation, and a learning mindset are key qualities for success in this role. You will interface extensively with internal business teams and support functions such as Corporate Finance, Strategy, Legal, and External Relations, as well as external consultants, research agencies, and regulators. Interacting with business leaders across verticals to understand strategic imperatives and priorities will also be part of your responsibilities.,

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 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

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 funding phases. You will be tasked with curating promising startups, connecting them with relevant investors, assisting in the creation and upkeep of investor profiles and dashboards, improving investor query intelligence in collaboration with AskBinny AI and backend teams, recognizing significant signals in founder communications, pitch decks, and fundraising activities, fostering partnerships with VCs, syndicates, and accelerators, and providing valuable insights, newsletters, and data releases for the investor community. The ideal candidate for this role should possess at least 2 years of experience in venture capital, startups, research, or analyst positions. A strong grasp of the global and Indian startup landscape is essential, along with exceptional research, writing, and analytical skills. A genuine enthusiasm for early-stage funding, SaaS, and emerging technologies is highly desirable. A proactive approach, coupled with a curious mindset and a bias for action, will be advantageous. Experience with tools like Notion, Airtable, Crunchbase, or Visible would be a bonus. In return, you will have access to real-time startup data and a network of over 250,000 investors. You will have the opportunity to collaborate directly with founders, venture capitalists, and the core product team. The role offers a fully remote and flexible work culture, providing a high level of ownership within a mission-driven team. This is a chance to contribute to the development of the backend intelligence driving modern venture capital.,

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 such as attribution and value creation analysis Creating deal summaries for new investment opportunities on a third party tool Manage the client library task such as portfolio company details, fund financial statements and capital notices Reconciling the portfolio level operational data including geographical presence, headquarter and portfolio leverage Ensure maintenance of all output reports and dashboards so that the submitted data flows through seamlessly Modify and maintain all templates and reports as per requirement Support the Client's quarterly valuation process and making any edits required to the valuations template on iLevel Setting up access for client users and sending periodical templates to portfolio companies to collect the monthly / quarterly data Capturing ESG information provided by portfolio companies and building an iLevel template to capture ESG reporting Updating bespoke LP templates using iLevel. Creating excel based templates from scratch to fetch data from iLevel using iGets Key Competencies Experience in and around - Private equity/ Portfolio Monitoring & Reporting - Creation and maintenance of iLevel Templates and Portal - Basic knowledge and understanding of Private Equity, Fund of Funds and Financial Services Industry (FSI) trends MBA in Finance, Economics or Business management / CFA Strong analytical, communication (written/verbal) and client engaging skills Strong knowledge of Microsoft Word, Excel, PowerPoint Ability to multi-task and thrive in a fast-paced, deadline-driven environment Ability to develop and maintain lasting relationships with senior professionals; good interpersonal skills; goal-oriented Ability to be a team player and contribute to the development of the team Strong work ethics, commitment to excel and proven ability to work with minimum supervision Previous experience in a similar role will be an added advantage

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 performance, risk, attribution, and exposures of portfolios. Good understanding of risk data and risk workflow processes, including data loading, security modeling, and account and composite set-up. Connect with FactSet portfolio services on missing and erroneous security analytics daily. Ensure the smooth running of the FactSet upload, calculation and extraction process runs to time daily. Use FactSet security modelling application to upload the terms of a security not covered by FactSet. Be able to troubleshoot a failed upload and re-trigger jobs to ensure analytics are delivered daily. This involves understanding of the workflow and the ability to use cornerstone, FactSet upload engine. Monitor dashboards comparing the data accuracy of holding positions across all asset types from the FactSet output and another internal Wipro source to ensure reliability of data. Ability to document and communicate complex technical knowledge effectively. Demonstrated ability to work under minimal direction. Ability to work collaboratively across divisions. Applications in FactSet that would be beneficial to understand: Security Modelling Cornerstone Portfolio reporting batcher Fixed Income Analytics Batch Data Central This role would involve close relations with the risk management, data governance and technology solutions teams. Build capability to ensure operational excellence and maintain superior customer service levels of the existing account/client Undertake product trainings to stay current with product features, changes and updates Enroll in product specific and any other trainings per client requirements/recommendations Partner with team leaders to brainstorm and identify training themes and learning issues to better serve the client Update job knowledge by participating in self learning opportunities and maintaining personal networks

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/quarterly fund review notes. Support the sales and distribution team with insights, training, and investor communication strategies. Periodically review and track recommended fund performance and suggest changes where required. Desired Qualifications & Experience: MBA (Finance), CFA preferred (completed or in progress). 10+ years of experience in mutual fund research, investment analysis, or portfolio advisory . Strong understanding of the Indian mutual fund landscape and regulatory frameworks (SEBI, AMFI). Familiarity with tools like Excel, Value Research, Morningstar India, Bloomberg . Skills That Matter: Strong analytical and communication skills (written & verbal). Ability to translate research into distributor-friendly recommendations . Collaborative, client-centric, and solution-oriented approach. Comfort working in a fast-paced, distributor-driven ecosystem.

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 Micro Assets portfolio into new geographies and customer segments while building strategic partnerships with NGOs, SHGs, and community-based organizations will be crucial aspects of your role. In terms of credit and portfolio management, you will drive credit underwriting policies to balance growth and asset quality. Monitoring portfolio quality through key metrics such as PAR, NPA, and Write-off ratios, implementing early warning systems, collection strategies, and managing credit risk within the bank's risk appetite framework will be essential responsibilities. Product and process innovation will also be a key focus area where you will be required to develop new microfinance products tailored to customer needs, enhance customer onboarding, loan processing, and disbursement processes, as well as leverage technology to streamline operations and improve customer experience. Team leadership and capability building are integral parts of your role, involving leading a large team of regional, cluster, and branch-level micro-asset officers. Setting performance KPIs, monitoring productivity, driving team engagement, and designing capability-building programs to enhance field-force skills will be critical for the success of the Micro Assets vertical. Ensuring regulatory compliance and governance is a non-negotiable aspect of the role, requiring strict adherence to RBI regulations on priority sector lending (PSL) and microfinance guidelines. Maintaining strong governance practices, including credit audits, internal controls, and preparing for regulatory and statutory inspections will be essential responsibilities. Stakeholder management will also be a key component where you will work closely with Credit Risk, Collections, Audit, Compliance, Operations, and Technology teams. Representing the Micro Assets vertical at internal governance committees and external forums to ensure effective communication and collaboration will be crucial for the overall success of the business. Qualifications: - Post-Graduate Degree in Management (MBA/PGDM) / Finance / Rural Management / Social Work. - Preferably with certifications in Microfinance / Risk Management. Experience: - Minimum 15-18 years of experience in financial services. - At least 7-10 years in leadership roles managing microfinance or small-ticket retail lending (secured or unsecured). - Experience in a Small Finance Bank / NBFC-MFI preferred.,

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 through participation in projects, process reviews, and system enhancements. To be successful in this role, you should possess at least 15 years of formal education, preferably in Finance or Commerce. Proficiency in Japanese language skills (reading, writing, speaking, and understanding) is essential. A minimum of 2-3.5 years of experience in Account/Finance/Reporting within Mutual Funds/Asset Management, Banking, or any other financial services organization is required. You should also have excellent knowledge of Excel/Advanced Excel. Additionally, hands-on experience in documentation, creating SOPs, and willingness to work in multiple shifts are expected. Other qualifications include good comprehension skills, analytical skills, good typing skills, attention to detail, multitasking abilities, prioritization skills, good written and verbal communication skills, experience in navigating the internet, and the ability to work on different applications. You should consistently meet timing requirements, maintain SLAs, and produce work with a high degree of accuracy.,

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 transforming businesses through the power of people, technology and innovation. Our client-centric approach focuses on driving long-term value for our clients by solving their most strategic problems. EY Consulting is made up of three sub-service lines: Business Consulting (including Performance Improvement and Risk Consulting), Technology Consulting and People Advisory Services. We help our clients in identifying and managing the interplay between upside and downside risk in order to make the long-term decisions to prevent risk and impact on their organization's ability to meet its future business strategy and objectives. The 3 key fields of play are : Enterprise Risk - helps clients identify and address key risk areas, while building the agility to respond quickly. The areas of focus include Enterprise risk and resilience, Internal audit, Compliance and Internal controls Technology Risk - helps clients to achieve sustainable growth by supporting their efforts to protect their business performance and by providing trusted communications on internal control and regulatory compliance to investors, management, regulators, customers and other stakeholders. EY teams accomplish this by assessing the technology risks that are introduced to businesses. Financial Services Risk - helps clients in the financial sector to identify, manage and monitor the risks in their business. It is done through a transformative and agile approach including process and procedures, risk, data modelling and analytics, reporting to stakeholders and third parties, business requirements (for software selection and IT implementation), analysis of assets and liabilities, and capital and liquidity management. Role & responsibilities Ongoing proactive performance monitoring of the structured credit / asset-backed Finance portfolio, including servicer & originator dialogue. Financial modelling and sensitivity analysis Updating performance metrics in clients portfolio systems Preparation of quarterly reviews and presentation to Investment Committee Working with senior term members on refinancings, restructurings and exit of positions in the portfolio Collaboration with other teams across client, including Investor Relations, Risk and ESG in the creation of quarterly reporting, investor materials and other ad-hoc requests Where applicable, assisting with larger transaction Work-Out’ scenarios / Restructurings Opportunity to take ownership of the portfolio monitoring and reporting on certain deals Attributes required from successful candidates may be: Circa 2-4 years relevant experience – ideally in an advisory / quantitative / ABS / Securitisation / transaction services / leasing / restructuring / rating agency role Ability to learn quickly on the job and determination to upskill in new asset classes Experience working with ABS, structured finance, secured lending is useful Experience working with asset / NPL servicers is also useful Strong academic background Strong quantitative abilities - Power BI /Tableau /Python /SQL are useful (but not essential) skills Commercial awareness and an understanding of financial statements / modelling and structures Good report writing & presentation skills Preferred candidate profile Qualification and Experience: Any graduate / post-graduate. Experience range – 2 to 4 years Experience in portfolio monitoring and portfolio valuation, strong acumen of quantitative analysis and portfolio modelling using VBA and Python. The candidate should have hands on experience in SQL, Power BI/Tableau. The candidate should have experience of credit market and asset backed securities. What we look for People with the ability to work in a collaborative manner to provide services across multiple client departments while following the commercial and legal requirements. You will need a practical approach to solving issues and complex problems with the ability to deliver insightful and practical solutions. We look for people who are agile, curious, mindful and able to sustain positive energy, while being adaptable and creative in their approach.

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. Preferred candidate profile 7 - 11years in portfolio & wealth management within a financial services or private banking environment. Proven track record of outperforming benchmark returns while managing client risk. Excellent communicator, adept at presenting to both internal stakeholders and high-net-worth clients. Strategic thinker with a proactive mindset, strong commercial acumen, and attention to detail. Deep understanding of investment productsequities, bonds, mutual funds, PMS, alternative instruments. Hands-on experience with process automation, regulatory compliance, and cross-functional projects. Relevant professional credentials (CFA/CFP/NISM) and State/CSE/NISM insurance licenses.

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 stakeholders in Portfolio and Technology to manage budget allocated for the year for Opex and Capex Understand the requirements of Portfolio and Technology and work with business leaders to provide inputs to Finance for the annual budgets. Review financial performance and provide insights and recommendations to support strategic decision making. Identify opportunities to create efficiencies in Opex and Capex utilization and work with Portfolio and Technology teams to implement the changes. Develop reporting for use by Portfolio, Technology and Finance to ensure transparency in use of budget allocations of Opex and Capex. Qualifications and Experience: Post graduate degree in Finance, Business administration or a related field: CA/MBA Finance. Minimum 8+ years of financial and business management experience. Proven experience in managing senior stakeholders. Strong critical thinking, analytical and problem-solving skills. Excellent communication and interpersonal skills. Ability to work collaboratively in a dynamic environment with multiple stakeholders. Ability to work independently. Experience in Apptio or similar tools and financial/trading industry a plus CME Group: Where Futures are Made

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 successful in this role, you should have at least 15 years of formal education, preferably in Finance or Commerce. Proficiency in Japanese language skills (reading, writing, speaking, and understanding) is essential. You should also have a minimum of 2-3.5 years of experience in Account/Finance/Reporting within Mutual Funds, Asset Management, Banking, or other financial services organizations. Excellent knowledge of Excel/Advanced Excel is required. Moreover, you should possess hands-on documentation skills, experience in creating SOPs, and be willing to work in multiple shifts. Strong comprehension, analytical, and typing skills are necessary, along with attention to detail, multitasking abilities, and the capacity to prioritize tasks. Effective written and verbal communication skills, experience in internet research, and proficiency in working with various applications are also key requirements for this role. You must consistently meet timing requirements, maintain Service Level Agreements (SLAs), and produce work with a high degree of accuracy.,

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 against the plan, understanding market opportunities, and advising on portfolio changes. You should be proficient in working with large amounts of data and organizing them efficiently. Additionally, you will utilize specific software applications to attribute portfolio performance to individual securities or asset allocations. Supporting in client meetings, portfolio reviews, and gathering information from various product manufacturers will be part of your role. You will also assist senior relationship managers in day-to-day activities and manage High Net Worth Individual (HNI) clients. To excel in this role, you should be comfortable presenting proposals to Ultra High Net Worth Individuals (UHNIs) and Family Office clients. Furthermore, you are expected to prepare internal and external notes on products and markets, possess good communication skills, and stay updated on market trends and investment products. The ideal candidate for this position would hold an MBA in Finance, CFA, or CA, with a minimum of 1 to 2 years of experience in Private Banking, Wealth Products, Asset Management Company (AMC), Equity Research, or with a Multinational Bank/Financial Institution. Possessing NSIM certifications is preferred. Key requirements for this role include strong analytical and quantitative skills, knowledge of investment products and securities markets, and proficiency in advanced Excel and PowerPoint. If you are looking to contribute to a dynamic and forward-thinking Wealth Management team and have the required qualifications and skills, we encourage you to apply and be part of Neo Group's vision of empowering clients towards their financial goals and aspirations.,

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 external data sources as well as developing & deploying new models Collaborate with Credit, Product, and Business teams to drive risk-based strategies Participate in portfolio performance reviews and highlight emerging risk trends Required Skills & Competencies Experience in portfolio risk assessment, especially in Retail and/or SME lending Strong analytical skills with an eye for detail and a problem-solving mindset Proficiency in Python for data analysis and model development Advanced Excel user able to work with pivot tables, lookups, and automation Self-starter with the ability to work independently as well as in a team environment Familiarity with credit appraisal processes and risk assessment methodologies is an added advantage Educational Qualifications CA / MBA / B.Tech / Postgraduate degree in Statistics, Economics, or related quantitative field Experience 1-2 years of experience in the lending business of a Bank or NBFC Preferably worked in Credit Risk / Portfolio Monitoring / Risk Analytics functions

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/Commerce Japanese lingual skill (Reading, writing, speaking and understanding) is must Minimum of 2-3.5 years Account/Finance/Reporting experience in the domain of Mutual Funds/Asset Management, Banking, or any other financial services organization Excellent knowledge of Excel/Advanced Excel is essential Hands on documentation, making SOP and willingness to work in multiple shifts Good comprehension skills, analytical skills, good typing skills, detail-oriented, multitasking, ability to prioritize, good written & verbal communication skills, experience in navigating the internet Ability to work on different applications Consistently able to meet timing requirements and maintain SLA and produce work with high degree of accuracy

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, profile.) Perform Actuate Reports development and support Help / act as BA for various topics. Asset documentation Perform functional testing of PMS domain systems (formalization in ALM System) Perform Business Analysis, interacting with various business representatives Write technical specifications for developments done by technical teams (Unix, Java, WTX maps) Prepare technical deliveries and support implementation by integration teams. Propose solutions and improvements Contribute to key and strategic projects Contribute to Support Activities Perform Project Management activities Perform quality reporting and controls in line with the Teams QACMP Applications managed by the team : Triple A core objects, Triple A data model, functional asset unicity Knowledge of R24, IRIS, TTI, TFI is added advantage. Train other junior team members. Technical & Behavioral Competencies Functional knowledge Minimum Proficiency Level General knowledge about private banking or asset management environment Skilled (4-5 years experience) Business Analysis Skilled (4-5 years experience) Technical skills Minimum Proficiency Level Securities (Equities, bonds, derivatives, Struct. Prods) Skilled (>3 years experience) Portfolio Management (asset allocation, rebalancing, ..) Skilled (>3 years experience) FX / Money market Skilled (>3 years experience) Performance Skilled (>3 years experience) Payments Medium (2 years experience) Cash Management Medium (2 years experience) Technical skills Minimum Proficiency Level Oracle, Sybase Medium (4 years experience) Triple A TSL/API framework Medium TripleA Scripting and system set up Skilled (>5 years experience) TripleA Front end (GUI) development Format, Screen, Profiles, Meta dictionary, Default values, List , Classification etc Must (>5 years experience) Unix (shell scripting) Medium (2 years experience) Quality Assurance / Project Management process Medium (2 years experience) Testing Skilled (>3 years experience) Actuate Skilled (>5 years experience) Other skills Minimum Proficiency Level Communication skills Good Team player Good Analytical skills Excellent Specific Qualifications (if required) Minimum qualifications and Experience : Bachelor degree (with major in computer science or finance) 5 years experience in the private banking or asset management industry 5 years experience in IT Development activities Other Value-added Competencies : Working in Agile / Scrum methodology (Good to have). Skills Referential Behavioural Skills : (Please select up to 4 skills) Ability to collaborate / Teamwork Communication skills - oral & written Attention to detail / rigor Adaptability Transversal Skills: Ability to understand, explain and support change Analytical Ability Ability to anticipate business / strategic evolution Ability to develop and leverage networks Ability to set up relevant performance indicators Education Level: Bachelor Degree or equivalent Experience Level At least 5 years Other/Specific Qualifications (if required) Previous working knowledge on Temenos TripleA system is must. Knowledge of process methodology Experience of business support in a Wealth Management organization is a plus Some knowledge of French language is a plus -

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 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 validation) Maintain the list of GIPS® composites and provide assurance that the firm complies with the GIPS® standards Maintain stakeholder relationships and manage expectations. Identify and execute continuous process improvement and automation. Maintain portfolio data to ensure accurate performance calculations. EXPERIENCE / QUALIFICATIONS 3 to 9 years relevant experience in a performance analysis, risk analysis or similar role CIPM or CFA is preferred (or working towards) Strong understanding of portfolio analysis including performance and attribution calculation methodologies 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 programming language (particularly Power Query or SQL) is highly desirable. GENERAL CANDIDATE ATTRIBUTES Strong understanding of various investment processes (equity, fixed income, multi-asset, alternatives) Well-rounded knowledge of asset management operational workflows Highly organized and proactive Ability to multi-task and with strong attention to detail Ability to interact and communicate effectively. Ability to work in a high-pressure environment with tight deadlines. Audit and controls focused. Must be a team player.

) 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 Super Investor clients of the company. 4) Training the team on portfolio reviews will be one of the key responsibilities. 5) Minimum productivity across team members in asset gathering 6) Servicing and garnering assets of Super Investors of the company in the given geography 7) Interact closely with the key stake holders 8) Make customers eligible for upgrade to other segments

) 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 Super Investor clients of the company. 4) Training the team on portfolio reviews will be one of the key responsibilities. 5) Minimum productivity across team members in asset gathering 6) Servicing and garnering assets of Super Investors of the company in the given geography 7) Interact closely with the key stake holders 8) Make customers eligible for upgrade to other segments

) 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 Super Investor clients of the company. 4) Training the team on portfolio reviews will be one of the key responsibilities. 5) Minimum productivity across team members in asset gathering 6) Servicing and garnering assets of Super Investors of the company in the given geography 7) Interact closely with the key stake holders 8) Make customers eligible for upgrade to other segments

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, workplace strategy & change management, education & healthcare advisory, market positioning strategies, etc. Financial Structuring, Public-Private partnerships, etc. Valuation of real estate assets, either as portfolios or single assets, which are required by various clients such as private equity, hedge funds, banks and other financial institutions, developers, government departments, etc, and are instrumental in structuring real estate deals The above services are offered across asset classes & segments ranging from Office Parks, Retail Malls, Hotels/Resorts, Urban Infrastructure, Townships, Airports and MRT related real estate, Industrial Parks, SEZs, Hospitals, Residential projects, Warehousing Assets, Emerging Asset Classes (Data Centers, Student Housing, Co-Living, Flexible Spaces, Senior Living), etc. Other Skills & Abilities The candidate would be responsible for Conducting primary, secondary research & industry stakeholder engagement within the real estate and infrastructure segment, followed by structuring and analyzing the gathered intelligence. The candidate is expected to have basic knowledge of Ms Office (i.e. MS Excel, PowerPoint & Word), which will be used for day to day work / analyses, preparing presentations / reports, financial models, etc. Undertaking discussions with C&V team on study findings (supported & guided by senior team members) Regards, Thank you Fiza Shaikh fiza.shaikh@cbre.com