56 Portfolio Analysis Jobs - Page 2

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 borrowers to create optimum recovery solutions. Portfolio Review & Monitoring: Monitor customer accounts, flagging likely cases of default or delayed payment. Provide regular inputs to Management and stakeholders (Sales, Risk, Policy Team) on collections resolution, delinquency trends, negative areas, fraud cases, etc. Liaise with Government agencies for guaranteed exposure claims and follow-ups for recoveries. Understand business requirements for rehabilitation, restructuring, and asset sales. Scout for investors and marketing linkages. Participate in CoC and consortium meetings to drive effective decision-making. Compliance & Audit: Maintain all documentation related to the collections process in accordance with internal norms and regulatory requirements. Respond to customer complaints regarding collections, ensuring satisfactory outcomes for both the company and customers. Participate in periodic audits of the collections teams. Customer Escalations & Complaints: Coordinate with the legal team and senior management in escalated cases to ensure compliance with relevant regulations. Qualifications & Skills: Bachelor's/Master's degree in Commerce, Finance, Business related field Must have experience of 2-3 years to handle recovery of secured corporate landing Proven experience in asset management, financial restructuring, or risk assessment. Strong analytical and negotiation skills. Knowledge of regulatory frameworks and compliance requirements. Expertise in lending practices and financial risk assessment. Excellent communication and stakeholder management abilities. How to Apply: Interested candidates can apply via Naukri or send their resume to mithila.shinde1-v@adityabirlacapital.com or komalben.ardeshana@adityabirlacapital.com

Preparing Equity research reports, quarterly & event updates, Creative idea generation of new stocks, mainly from the small-mid cap space. Focus towards bottom up investing only, identify new business, proficient in gathering data. Required Candidate profile Monitoring the performance of the recommendations & adjusting their views as needed. Engage in extensive data crunching to identify new companies. Proficient in resolving client queries promptly.

We are seeking a qualified and experienced investment professional to take on the role of Manager MUIF . The ideal candidate will be responsible for guiding students in managing the fund, designing and delivering investment workshops, and ensuring that the fund operates at the highest industry standards. The candidate will also act as a bridge between the fund and external industry stakeholders, bringing in real-world expertise to enhance learning. Talking about mentorship, candidates will be responsible for mentoring VIP Startups to streamline their financials to prepare them for streamlining the MIS. About MUIF: MUIF is a student-led investment fund at Masters Union, managing a corpus of up-to 5 crore, focusing on equity, debt, and alternative investments. The fund aims to provide hands-on experience in public market investing, fostering a deep understanding of financial markets, portfolio management, and investment strategies. Key Responsibilities: 1. Fund Oversight & Strategy Provide strategic direction to MUIFs investment committee on asset allocation, risk management, and security selection. Supervise and mentor student analysts , ensuring investment decisions align with professional fund management standards. Establish and refine investment frameworks, incorporating macroeconomic trends, sectoral outlook, and quantitative strategies. Guide students in conducting equity research, valuation modeling, and risk assessment for stock selection . 2. Training & Mentorship Conduct workshops and guest lectures on portfolio management, financial markets, and valuation techniques. Develop case studies and real-world investing simulations to enhance practical learning. Provide career mentorship for students interested in investment management roles (buy-side and sell-side). Organize and oversee stock pitch competitions , trade-a-thons, and market research reports. 3. Industry Engagement & Partnerships Leverage industry network to bring in guest speakers, investment professionals, and fund managers for sessions . Facilitate student internships, placements, and collaborations with top investment firms and mutual funds . Represent MUIF at finance and investment conferences, strengthening Masters' Union's reputation in the finance domain. 4. Fund Administration & Compliance Ensure MUIF adheres to ethical investment guidelines and regulatory compliance. Monitor portfolio performance and regularly update stakeholders on fund progress . Work with external auditors or financial professionals to maintain transparency and governance standards. 5. Research and create databases: Create and maintain MS Excel-based financial models with forecasts. Conduct extensive company valuations using approaches such as DCF, DDM, trading and transaction multiples, and EVA. Create company profiles, earnings and flash notes, quarterly updates; coverage, sector, and theme-based reports, newsletters, etc. Benchmark companies using financial and operating statistics. Collect information from industry or sector databases. Create presentations on industry and company research for marketing and roadshow activities. Collect financial data using online and other sources such as Bloomberg and Thomson Reuters. Create and maintain industry databases, handle ad hoc research requests and summarize investment conference calls Qualifications: Must-Have: 1-2 years of experience in public markets investing, mutual funds, hedge funds, equity research, and/or portfolio management . Strong understanding of financial modeling, valuation methodologies, and risk management . Excellent communication and mentoring skills with a passion for teaching and training. Preferred (Good to Have): Chartered Accountant (CA) Ranker Experience working in a top mutual fund, asset management company (AMC), or investment advisory firm . CFA(Level 2 cleared)/FRM certification will be an added advantage. At Masters' Union, the Outclass segment immerses students in real-world business challenges through startup challenges, consulting projects, creator challenge and other experiential learning opportunities. These opportunities expose students to various aspects of venture-building - Enriching their understanding and preparing them to tackle the complexities of the business world effectively. Courses offered under outclass umbrella: Dropshipping, Creator challenge, Live Industry Immersion and majorly VIP - Venture Initiation Program ( Pre-seed, MVP, GTM, PMF). These courses are curated to teach students real world business and perform by working on their own startups and aim to get it fully functional and receive funding on the final presentation day. Outclass departments also look after college led student communities like MUIF, A students led Investments Fund.

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 predominantly senior, unsecured asset class Institutional and Corporate Credit portfolio. SCL hedges the final hold positions using single name CDS and the issuance of CLOs referencing the underlying loan risk. Along with hedging the credit risk of loan book, CLOs also provide regulatory capital relief to the Bank. The CLO servicing team provides support to the SCL Securitization teams in New York, London and Frankfurt that originate and execute CLOs to facilitate the economic risk hedges required for its hedging / RWA relief mandate. Team is currently assisting in managing multi-billion size of SCL CLO portfolios, along with transactions that assist other Corporate Bank, Investment Bank and Private Bank business areas in managing their own hedging / RWA relief mandates. The investors in these transactions are some of the Banks largest institutional clients including investment funds, pension funds and hedge funds as well as supranational institutions.The CLO servicing team currently has six members in Mumbai. We are expanding the team to hire two more people for supporting workstreams related to the issuance and servicing of CLOs which securitize the Banks German consumer loans portfolio with the aim of generating regulatory capital relief for the Bank. What we'll offer you As part of our flexible scheme, here are just some of the benefits that youll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs. and above Your key responsibilities Independently automating of existing manual tasks using Python/ excel vba Interpreting / analyzing/ working on large financial data sets Assist in CLO origination related tasks from portfolio construction, performing checks to ensure the portfolio complies with CLO documentation, preparing data/analysis requested by potential investors Monthly CLO replenishment/rebalancing activities, including verification of asset events, identifying data issues, verifying replenishment eligibility and selecting assets with the aim of optimizing RWA relief for the Bank Regular data quality checks to ensure accurate data for monthly CLO replenishments; working with relevant teams such as Technology and Loan Operations teams to identify and fix the root causes Deep dive investigations into unexplained or unclear asset activity, working with relevant cross-functional teams including Private Bank, Finance, Credit Risk Management, Technology and Loan Operations teams Development and modification of desk tools to assist in CLO origination, CLO replenishment and risk management analysis Review of CLO documentation and Simple, Transparent and Standardised (STS) criteria Calculation of note holder payments and co-ordination with Treasury, Finance and Paying Agents to ensure payments are correctly made to CLO Investors Preparation of Credit Event Notices in line with CLO documentation and working with external accountants to demonstrate CLO compliance to contractually documented terms & conditions CLO termination and redemptions tasks including informing relevant teams in Finance, Treasury and Paying Agents, and ensuring internal systems are updated Preparation of European Securities and Markets Authority (ESMA) Investor Disclosure templates Working on miscellaneous reports and ad-hoc analysis as requested by SCL management Your skills and experience Graduate / Postgraduate with 7-8 years of work experience (We are open to consider suitable candidates with lesser experience) Excellent Python/ vba skills and should be able automate tasks independently using Python/ vba Excellent excel skills including extensive use of formulas comfortable in building ad-hoc excel based tools to assist in day-to-day tasks Should be comfortable in handling large financial data sets/excel files Prior work experience in securitization will be added advantage (but not must) Excellent communication skills and initiative to engage with other teams Strong attention to detail Demonstrable problem-solving ability, organized with an ability to manage multiple issues High degree of initiative but also the ability to raise problems immediately to the broader SCL team when necessary How we'll support you Training and development to help you excel in your career Coaching and support from experts in your team A culture of continuous learning to aid progression A range of flexible benefits that you can tailor to suit your needs

Role Overview: The Portfolio Manager will oversee an investment portfolio worth several million dollars, diversified across fixed deposits, mutual funds, and other financial instruments in India, Singapore, and Hong Kong. The role demands strategic management to ensure optimal returns while maintaining compliance with international regulations. Key Responsibilities: Portfolio Strategy: Develop and execute investment strategies tailored to risk tolerance and financial goals. Asset Allocation: Analyze and manage investments across fixed deposits, mutual funds, and other assets for diversification and risk mitigation. Market Analysis: Monitor global financial markets and regulatory changes in India, Singapore, and Hong Kong to optimize portfolio performance. Compliance & Reporting: Ensure adherence to legal regulations across jurisdictions and provide detailed performance reports to stakeholders. Risk Management: Identify risks and implement measures to safeguard portfolio value. Qualifications: Bachelors degree in Finance/Economics; MBA or CFA preferred. Minimum 8 years of experience in portfolio management or investment advisory roles. Expertise in fixed income securities, mutual funds, and international investments. Strong analytical skills with proficiency in financial modeling tools. Skills Required: Strategic thinking and decision-making abilities. Knowledge of global financial markets and compliance standards. Excellent communication and stakeholder management skills.

At AQM Technologies, we are hiring Management Trainees from Finance stream to start their career in IT Industry – Software Testing”. PFB Job Description- Candidate should have knowledge into Indian Capital Markets, Mutual Funds, Equity, Bonds & Derivatives. Should have knowledge on Trade Life Cycle Basic understanding of Portfolio Management / Wealth Management Should be aware of the Trading Systems on different exchanges (NSE-CM /BSE-CM /NSE-FO / NSECDS/ MCX / NCDEX) Should have basic understanding of Software Testing Candidate should have good communication skills & should be presentable Interested candidates can directly walk-in at the mentioned venue with their updated resumes for Interview.

Job Description: Public Equity Head The Head of Public Equity will be responsible for overseeing all aspects of the public equity division, including sourcing, evaluating, and executing investment opportunities, as well as managing and optimizing investment portfolios. This role requires a deep understanding of the public equity landscape, strong leadership skills, and a proven track record of successful investments and exits. Key Responsibilities: 1. Investment Strategy: o Develop and implement a comprehensive public equity investment strategy aligned with the firms overall objectives. o Identify and evaluate investment opportunities across various sectors and geographies. o Conduct thorough due diligence and financial analysis to assess the viability of potential investments. 2. Deal Sourcing and Execution: o Build and maintain a robust pipeline of investment opportunities. o Lead negotiations and structuring of investment deals. o Manage the execution of transactions, including coordination with legal, financial, and operational teams. 3. Portfolio Management: o Oversee the management and performance of investments. o Work closely with Wealth Managers, PE Consultants, Investment Bankers to drive growth, operational improvements, and value creation. o Monitor and evaluate the financial performance of portfolio, implementing corrective actions as needed. 4. Exit Strategy: o Develop and execute exit strategies to maximize returns for investors. 5. Team Leadership: o Build and lead a high-performing public equity team. o Mentor and develop team members, fostering a culture of excellence and continuous improvement. o Ensure effective collaboration and communication within the team and with other divisions. 6. Stakeholder Management: o Maintain strong relationships with investors, advisors, and industry professionals. o Communicate investment performance and strategy to investors and stakeholders. o Represent the firm at industry conferences, events, and in media engagements. 7. Compliance and Risk Management: o Ensure all investments comply with relevant regulations and internal policies. o Identify and mitigate risks associated with investments and portfolio management. Preferred candidate profile Professionals with 15-20 years of experience in Public equity research, institutional research, mutual funds, portfolio management, and asset management . To ensure we find the best match for this critical position, I am targeting senior professionals currently holding roles such as Head of Equity Research , Fund Manager , or similar leadership positions at leading asset management companies, investment firms, and wealth management organizations.

Requirement for a Relationship Manager who shall be responsible for Monitoring and addressing HNI and UHNI clients Investment requirements and will help clients achieve their Financial Goals through strategic portfolio analysis and suggesting them with right investment products. The role requires the candidate to be proficient in financial markets and wealth Management. 1. Establishing and Maintaining Powerful relationship with clients. 2.Responsible for selling various financial products such as Mutual funds, Life and Health insurance,Other structured and wealth products. 3.Sucessfully onboard UHNI customer on Monthly basis along with Revenue. Qualification Min 3 yrs relevant experience in Affluent Banking and Wealth domain. MBA / Relevant degree Should have good knowledge and understanding of Equity and Debt Market and Wealth Products. Location: Bujh, Gandidham, Nasik

Efficient resource and work/tasks/projects allocation among team members considering business/client priorities with help of product manager(s). If required, rotate the tasks to make sure no major dependency in the team. Active participation in recruitment of new team members. Direct and execute training, coaching, and mentoring to develop team members Solve team issues/conflicts whenever required Develop and maintain internal documentation used within the team. Have a clear understanding of the clients needs and workflows Be the first line of defense to answer questions related to Portfolio Analysis, performance and attribution related products from sales/consulting and reconciliation team Identify and respond to client demand for new initiatives and enhancements to analytics solutions Participate in product focused rotations designed to teach the portfolio management process and provide exposure to multiple aspects of the Portfolio Analysis application Develop requirements specifications and test cases from business requirements and help engineering to understand the same. Work with the design team to develop Portfolio Analysis, performance and attribution related application s features Work with engineers to fix bugs, test enhancements, and manage releases and client migrations Work with Knowledge Management team to help write documentation as well as internal and external client communications Ensure the ongoing quality of the Portfolio Analysis products Actively manage and share ideas to improve work processes and output Eligibility criteria -Skills required, Education & Experiences Undergraduate (Bachelors) degree in Math/ Science/Statistics/ Engineering/ Finance or related field MBA Finance CFA or FRM or CIPM 8-14 years of experience dealing with portfolio analysis/equity analysis/fixed income analysis at both conceptual and application level, at least 2 year of team handling experience Articulate communicator, with excellent language skills - both oral and written Has good understanding of financial clients needs and workflows Liaise effectively (both written and oral) with engineers and data providers Ability to work independently and within a group Interest in learning modern technologies/knowledge Basic understanding of SDLC (Software Development Life Cycle) & PDLC (Product Development Life Cycle) Prominent level of motivation Proficiency with Excel Preferred Skills / qualifications / certification Technical skills: Advanced excel/SQL Prior experience with FACTSET platform Career Progression Path: Product Analyst Product Analyst II Associate Product Specialist Product Specialist Product Specialist II Senior Product specialist Associate Product Manager Product Manager Senior Product Manager

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 sciences. f) Experience in analyzing international fixed income securities and knowledge about global government securities will be an added advantage. 3. Perform market and portfolio analysis to support the Equity and fixed income strategies. 4. Participate in business meetings to share recommendations and ideas for investment. 5. Write reports/notes on Stocks /Fixed Income Markets (US, UK, Euro Zone etc.).

As the Head of Portfolio Management at Skit.ai, you will own the NPA / Roll Forward rate for portfolios assigned to Skit.ai for AI/digital collection. In this role, you will define segmentation frameworks, portfolio analysis approaches, and dynamic collection campaigns to optimize recovery outcomes. This role requires a data-driven strategist who can collaborate cross-functionally with Business Analysts, Data Science, and RD teams to improve collection performance while ensuring compliance and best practices. You will build and lead a team of portfolio managers and play a key role in client engagement. Responsibilities Portfolio Strategy Execution Develop segmentation frameworks to categorize accounts by risk, debt type, and customer behavior. Define and refine the Portfolio Analysis framework to identify customer types across new and existing cycles. Design and implement dynamic collection campaigns, ensuring each cohort is aligned with the most effective strategies. Establish a Debugging Playbook to diagnose performance drops in portfolio allocations/cycles. Define a framework to identify problematic accounts with low/no recovery potential and adjust strategies accordingly. Optimization Experimentation Suggest and execute A/B experiments to enhance key KPIs and outcome metrics. Recommend and review content templates for effective engagement in collection strategies. Continuously learn and share best practices/insights with client leadership based on observed success patterns. Provide legal/regulatory feasibility assessments for proposed collection strategies. Collaboration Leadership Build and lead a team of portfolio managers focused on reducing NPA and roll-forward rates through AI-driven collections. Work closely with Business Analysts and Data Science teams to define problem statements and optimize recovery models. Collaborate with RD stakeholders to influence the product roadmap for enhancing collection performance and automation.

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 by an orchestrated layer of intelligent operations assets.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? Commitment to quality Agility for quick learning Written and verbal communication Strong analytical skills Problem-solving skills Roles and Responsibilities: In this role you are required to solve routine problems, largely through precedent and referral to general guidelines Your expected interactions are within your own team and direct supervisor You will be provided detailed to moderate level of instruction on daily work tasks and detailed instruction on new assignments The decisions that you make would impact your own work You will be an individual contributor as a part of a team, with a predetermined, focused scope of work Please note that this role may require you to work in rotational shifts Qualifications Any Graduation

Important responsibilities in this role will include: Work The selected candidate will join the Private Credit team at Evalueserve supporting Portfolio Managers of a private equity firm in the portfolio monitoring process. Major job responsibilities will include: • Comprehensive analysis of financial statements, cash flow projections, management capabilities, industry trends, and potential risks. Credit Underwriting & conducting end- to end financial modelling for evaluating revenue/cost drivers. Analysis of projections and understanding operational assumptions driving the estimates, making detailed schedules for working capital analysis, capex, debt and interest, etc. Valuation Analysis Creation of Cash Flow models, Comparables, DCF models & sensitivity analysis Preparation of whitepapers, fund marketing materials and presentations Investment due-diligence including market research, investor overviews, benchmarking, credit-write-ups etc. • Calculating covenants in line with facility agreements and providing a detailed rationale for covenant Met/Breach results • Performing Annual/Quarterly/Monthly reviews and populating associated templates o Providing Ad-hoc support to portfolio managers o Mentoring and training new joiners and acting as a subject matter expert for other team members o Managing the performance and development of junior team members o Handling Client calls and periodic communication o Providing project management support to senior manager and handling project-level tasks e.g. Delivery, Dashboards, QCs, Training, Client management, etc. • Regularly interacting with Portfolio Managers to discuss tasks, templates, and deliverables, and manage expectations • Providing input and ideas for improvement in TAT and efficiency Mandatory Skills: Financial Modelling Credit Underwriting Debt Valuation Credit Analysis Investment Due Diligence Good to have: Loan Structuring M&A transaction understanding APAC focused Experience with Private Debt Credit Funds/Private Credit Shift Time: 1st shift - 8 am - 5 pm 2nd shift - 10 am - 7 pm

Location: Pune-MH, India Role & Responsibility Portfolio analysis & monitoring with lead and lagged indicators. 360-degree view of portfolio covering all possible aspects. Credit Loss estimates based on Markov Chain model Loss Budget Vs Actual comparison analysis. ECL working and projection. Support any Adhoc deep dive data analysis on portfolio matrices Track and improve key performance indicators, losses and portfolio quality. Provide deep dive analysis on portfolio metrices. Create and maintain SQL database of portfolio. Preparing presentations for various reviews. Publish Portfolio trigger data - On special programs /schemes New reports for better understanding and insight of portfolio health. Key Performance Areas Be updated on new database management techniques. Write efficient SQL, Power BI and Python queries Reviewing and analyzing credit portfolios. Preparation of various presentations for different reviews. RC data management and publishing the pending ones on weekly basis. Skill Set Required Proficiency in Excel and database tools like SQL/R / Python. Knowledge of Finance industry preferably in portfolio management Analytical & presentation skills Excellent communication skills Time management

Role & responsibilities Product and Investment Knowledge : Become proficient in Client BREDS Business funds and investments Portfolio Insights : Source, summarize, and disseminate real-time information across the global portfolio; work in partnership with other BREDS colleagues and teams (Asset Management, Securities Ops, Revantage, Brio) Valuation Reporting : Work on ad hoc requests, strategy support, and quarterly reporting of the operating and valuation data of the assets in the alternative fund's portfolio to stakeholders Investor Reporting :Populate and update investor and insurance SMAreports on periodic basis and assist stakeholders in producing publishing material and supplementals Special Projects : Participation in and execution of global ad hoc projects relating to portfolio information, insurance client governance and strategy / positioning of the BREDS business Preferred candidate profile Masters degree – Major in Finance from a reputed university Perks and benefits

Key Deliverables Business development of EPIC and project Lisbon Execution of EPIC projects Technical Skills Skills Required Identifying new BD leads for EPIC business Market research and portfolio analysis Costing & Business case preparation Contract Negotiations Communication with internal & external stakeholders Presentation for MIS and business Reviews Internal & External stakeholder communication Customer Management EPIC filing tracking and coordination with PMO team Project tracking Ensuring Customer delight Understanding of formulation and regulatory aspects Excel efficiency Negotiation skills Presentation skills Companys Website- www.encubeethicals.com

12+ years in Diagnostics with experience in field & super-specialized segments as a Product Manager. Develop annual marketing plans for test portfolios & Track portfolio trends Set & drive monthly targets for Cluster/Sub-Cluster Heads, ASM & TSM

Analyzing industry data, producing research reports, exploring trends, and conducting meetings with company management. It includes on-site visits, roadshows, and client collaboration to present insights, investment ideas, and performance updates.

Role & responsibilities: Key highlights of the role are listed below (purely indicative and not limiting): 1. Portfolio Management & Growth: Develop and implement strategies to achieve portfolio growth targets, including activation and usage. Manage and optimize key portfolio metrics, such as, Spends Per Card, Activation Rates Early activation and Portfolio Activation, Attrition, Receivable Per Customer Drive Key Financial Metrics: Total Receivables, Interest bearing book, Term Products Crosssell and Pricing, Delinquency rates Analyse portfolio performance, identify trends, and develop actionable insights to optimize portfolio profitability Develop and execute strategic initiatives to enhance customer loyalty and retention Monitor competitive landscape and identify opportunities for market expansion Manage the customer lifecycle, from card issuance to driving activation, spends and share of wallet 2. Campaign Management: Develop and execute targeted campaigns to drive portfolio objectives Oversee the development of collaterals, including digital and traditional channels Collaborate with marketing team and external partners to ensure effective campaign execution 3. Portfolio Oversight: Monitor portfolio risk metrics and identify potential risks and mitigation strategies Collaborate with risk management teams to develop and implement risk models and scoring systems Ensure adherence to all relevant regulatory guidelines and internal policies 4. Leadership & Team Management: Lead and manage a team of portfolio managers, providing coaching and mentorship Foster a high-performance culture and promote teamwork and collaboration Represent the credit card business in senior management meetings Job specific skills: Portfolio Management Strategy Financial Analysis Data Analytics Leadership Strong Communication Negotiation

Role Description Natural Resource Finance (NRF) is a product area within Trade Finance and Lending and is a leading arranger of structured bilateral or syndicated facilities including project finance for producers, processors, and traders in the natural resource industry globally. NRF has teams in Amsterdam, London, Mumbai, Singapore, and Sydney. The majority of NRF transactions are syndicated project finance and commodity finance solutions such as Borrowing Base Facilities (BBF), Reserve Based Lending (RBL), Pre-Export Finance (PXF) or Pre-Payment Finance (PPF). PF is one of TFLs structured finance business pillars, non-sector specific. Project Finance is defined as financing in which recourse is substantially limited to a specificpurpose business entity1 in which collateral and payment of principal and interest is principally based on cash flows generated by the operation of fixed physical assets2 , or is an economically comparable exposure, in which financing terms include substantial controls3 over the nature of the business, application of cash flows and disposition of collateral, and repayment does not rely on independent performance of a company with broader operations. As part of NRF Deal Management under Relationship & Transaction Management team in Corporate Bank, you will have following responsibilities: Work with Sales teams, Agency teams and Loan Operations teams to support execution of NRF Structured and Project Finance deals in a seamless manner by timely and efficient review of legal/ finance documents Support credit monitoring by identifying deal covenants and executing post deal closing covenant monitoring activities. Support sales team by providing legal review of waivers, amendments, consent requests, release of collateral documents etc. Your key responsibilities Managing different aspects of loan documentation from initiation to closing documentation and until termination of the deal. Legal documentation review, support and consultancy provided to Business & Agency teams including but not limited to drafting of notices, fee letters and any other ancillary documents under the syndicated finance deals Reviewing credit/security/collateral/ commercial contracts related to the facility documentation under English law, New York Law, laws of other jurisdictions (when applicable, in particular security/collateral agreements and guarantees) Review of waivers and amendments, extension, transfers, increase, accession agreements, pledge agreements, client's prepayment notices, release documentation and security release requests relating to syndicated deals. Providing Limit instructions to the Agency and operations team after receipt of the Conditions Precedent documents along with CP satisfaction notice from external counsel and agent stating the Funding date. Provide monitoring items (Financial and Affirmative Covenants) to the monitoring experts to ensure the covenants are monitored accurately in the systems. Also providing 4 eye review in the systems to ensure the covenants entered are in line with Credit Agreements Actively involved in deal related discussions and negotiations with Business and external legal counsel whenever required. Advising sales and agency team on any questions related to documentation during the lifecycle of the deal. Ensure effective non-financial risk management & controls as the team will be responsible for Portfolio Monitoring by following a Risk Based approach and involved in various functions from Pre Sales to Maturity. Your skills and experience More than 6 years of experience in the syndicated loans market with broad and deep product knowledge Sound understanding of loan agreements, familiarity with legal language and LMA standards Relevant experience in reviewing English and New York Law documentation Very strong proofreading skills of legal credit documents Professional negotiation skills. Knowledge and experience working with loan, collateral, and limit reservations platform/loan operations Decision-taking, time management, coordination, organizational & excellent analytical skills. Strong customer focus, business orientation and relationship skills. Advanced & effective written, verbal and interpersonal communication skills. Ability to work under extreme pressure and within very tight timelines. Individual with a commitment & motivation for self-development and growth Education | Certification Desired background: Qualified legal professional (LL.B/LL.M) with more than 6 years of related experience Sound knowledge of Corporate Banking products in general and Lending products & processes in particular Proficiency in MS Office Power point and Excel. Strong academic background.

We are seeking a dynamic and detail-oriented professional with experience in commercial insurance and catastrophe modeling to join our team. If you enjoy leveraging technology to solve complex problems and drive meaningful insights, this role is for you. Key Responsibilities: Portfolio Management & Risk Analysis : Assist clients in exposure management, portfolio reconciliation, and reinsurance workflows. Client Support & Product Adoption : Guide clients effectively, enhancing product adoption and usability. Issue Resolution & Technical Support : Address client queries, troubleshoot product-related issues, and ensure seamless user experience. Data Analysis & Reporting : Create usage dashboards, track support issues, and generate insights for continuous improvement. Product Development & Enhancement : Contribute to product testing, documentation, and identifying opportunities for enhancement. Customer Insights & Process Optimization : Gather and analyze client feedback to refine product functionality and streamline processes. Sales & Pre-Sales Support : Assist sales teams with tailored client solutions, proof of concepts, and technical demonstrations. Requirements: Bachelors or masters degree in mathematics, Engineering, Computer Science, or a related field. Basic understanding of insurance and reinsurance processes, including portfolio management. Familiarity with catastrophe modeling platforms (e.g., RMS, AIR) is an advantage. Nice to have: Proficiency in MS SQL, VBA, Python, and R and Experience with Business Intelligence tools like Power BI Join us and take your catastrophe modeling expertise to the next level!

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

1. Job Purpose Conduct Portfolio Reviews of large relationships along with the RM, delivering detailed presentations to clients that explain their investments. Assist in acquiring new clients by preparing and presenting Investment Proposals, ensuring all requirements are met and explained to prospects. Collaborate in business planning with the incentive plan, supporting each RM in monthly and quarterly activities. Act as a bridge and knowledge center for all Product and Research communications as part of the Product & Research central team. 2. Dimensions Business/SBU/Unit Revenue : Emerging Business & Wealth Management Business Workforce Number : To be specified Unit Workforce Number : To be specified Function Workforce Number : To be specified Department Workforce Number : To be specified Other Important Parameters : Budgets, Volumes, No. of Products, Geography, Markets, Customers, etc. 3. Job Context The Investment Counselor supports the Business, enhancing core business performance through entrenched relationships and offering more products per customer in line with the business strategy. Key Challenges : Stakeholder Management: Ensure effective synergies and engagement for unit stakeholders for efficient strategy implementation. Changing the Mindset of the Sales Team: Engage and educate RMs on the benefits of offering various solutions to Wealth Customers. No Direct Reporting Structure: Use domain expertise, perseverance, and influencing skills to drive initiatives successfully. 4. Key Result Areas / Accountabilities Achieve Targeted Profitability & Fee Income : Strategize client engagement for optimal revenue. Engage with RHs/RMs to identify cross-sell and deepening opportunities. Initiate cross-selling initiatives for additional revenue. Monitor achievement of branch and regional targets. Ensure Skill Enhancement of the Team : Provide product and customer engagement training in coordination with HR (L&D). Ensure Policy Adherence and Coordination : Supervise and ensure compliance with critical transaction sales of Mutual Funds, AIF, PMS, etc. Coordinate documentation and smooth operations with stakeholders. Present MIS Dashboards : Share regular performance dashboards with RHs/ZHs. 5. Job Purpose of Direct Reports The Specified Person (IC) meets clients with the sales team, ensuring the closure of MF, AIF, PMS transactions, and adherence to norms and processes. 6. Relationships Internal : Head - Product & Research, Zonal Head, Regional Head & Relationship Managers of various verticals (Wealth Management) Frequency : Weekly Nature : Sharing business progress and initiatives. Ongoing daily engagement with business development initiatives, client engagement, dashboards, centralized client communication, product knowledge, and training. External : Client & Channel Partners Frequency : Monthly & Need-based Nature : Training RMs, client meetings, identifying market opportunities. 7. Organizational Relationships Provide the structure for a level above and below the position for which this job description is written, using position titles and indicating all the reports of the position.

Some careers open more doors than others. If you re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Job Introduction Vice President-Secured Acquisition Risk Management is responsible for the management of pre-acquisition and post-acquisition activities for Current and Impaired Mortgage Assets in order to achieve the credit risk appetite and enable business growth. The most significant need that the incumbent has to fulfill is to manage front-end risk effectively while attracting and retaining profitable customers. The incumbent will assist in integrating discussions and action plans on the larger objectives of Acquisition Risk Management with Regional Risk, Product, Finance, Operations and Collection Teams. The Team activities will include portfolio analysis and recommendations to both eliminate unwanted risks and drive portfolio growth in support of asset optimization and maximization of risk adjusted revenue . The incumbent will assist in builder and project approval related activities. In addition, the role will need to assist in any Priority Sector Lending related deliverables from WPB Risk. Principal Responsibilities Designing, modifying, implementing all credit policies including policies for acquisition, collateral management etc. Monitor sourcing mix and portfolio performance across programs, channels and segments in order to optimize enablement and protection initiatives. This will entail discussions on policy/portfolio related issues with Local WPB and Regional WPB Risk and be the one-point contact for all policy clarifications. W ork closely with Internal Controls / other teams to ensure that implementation of policies is appropriate. Manage all Priority Sector Lending related deliverables from WPB Risk perspective. Ambitious growth plans coupled with the current economic environment, will require the incumbent to achieve the fine balance between business developments while maintaining risk levels of the portfolio at acceptable levels. Role context The strategic directive that the incumbent has to deliver will be to build, automate and improvise the complex decision processes involved in the customer acquisition stage. Ambitious growth plans coupled with the current economic environment, will require the incumbent to achieve the fine balance between business developments while maintaining risk levels of the portfolio at acceptable levels. Guidance authority The incumbent has the authority to take decision on credit Policy and related processes for Mortgage product, while balancing risk and growth objectives. In order to ensure that the Group s lending norms are adhered to at all times, the jobholder will be guided by the area lending guidelines such as RRP, RG, FIM, Group Audit recommendations and local regulatory norms. The incumbent will draw guidance from SVP Secured Lending Risk, Head WPB Risk, India and ASP WPB Risk on matters related to policy Requirements Education qualifications - Minimum Post-Graduate (Masters) Experience 5 to 10 years of experience

Handle Portfolio & Stocks aiming to buy / sell. Research on start-up companies under portfolio, Industry research of sectors in listed and unlisted portfolio, Arranging PE reports and researching investee companies in the PEs. Tracking mutual funds. Required Candidate profile Basic accountancy concepts / P&L / Bal Sheet. financial concepts .Knowledge of financial markets /investment funds etc.Conversant with Computer knowledge as such MS-Office.Good Communication Skills.