313 Portfolio Analysis Jobs - Page 2

Role & responsibilities Job Description - Commercial Banking portfolio management. Experience - 2 year to 8years . Please share your cv at surbhi.malhotra@nlbtech.com Looking for candidates who can join in 1 month Please share your cv at surbhi.malhotra@nlbtech.com Experience in CRE and Underwriting Evaluate financial performance of companies /borrower / guarantor across all segments and 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...

HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. Networking and cultivating a good relationship with the clients. Knowledge of - Equity and Debt based products , Loans Exceptional Selling Skills, Soft Skills, and Knowledge of Products Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. Build AUM and client base as per the target defined by the company. Send news and market related inputs & reports to the clients. Minimum 7 Years of experience Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity Existing Relationship Manager - Wealth Mana...

RB - Affluent Business: Insurance Specialist INTERNAL USAGE: No of Vacancies: 1 Reports to: Regional Insurance Specialist Is a Team leaderNo Team Size: 1 Grade: AVP / VP Business: Affluent Banking Department: Burgundy Private Sub-Department: Location: About Affluent Banking Affluent Banking caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions It gives highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution Affluent Business offer a gamut of different product offerings tailor-made to its cu...

Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging areaThis is a unique opportunity for you to work in the Portfolio Analysis team to partner with the Business. As a Portfolio & Performance Analysis - Associate within the AM PAG team, you will help manage the global GIPS composite process from a day-to-day perspective. You will partner with Technology, Compliance, Controls, and Global PAG to implement strategic solutions on various aspects of GIPS standards. You will ensure the team runs as a Centre of Excellence, drawing synergies and a globally consistent approach to bring efficiency. Job responsibilities: Running Composite COE wi...

What you will do Lets do this. Lets change the world. The Portfolio Analyst position offers a unique opportunity to join a fun, innovative engineering team within the Enterprise Data Strategy and Engineering (EDSE) organization. Youll work on building next-generation capabilities and services in Data and AI using innovative open-source software, frameworks, tools, and cloud computing services. The role also emphasizes demonstrating these capabilities to support critical business operations and initiatives, ensuring alignment with organizational priorities. As a Portfolio Analyst, for business performance, you will monitor departments performance looking at various projects and providing the ...

Role & responsibilities Product Prioritization, strategic planning of FD products from filing till approvals in Emerging markets with focus currently on China, South Korea, Japan, Indonesia & Brazil. • Product Portfolio management which includes Therapeutic/ Market assessment, Potential opportunity Identification and Pruning of Generic FD Product Opportunities in Emerging markets with focus currently on China, South Korea, Japan, Indonesia & Brazil. Primary Responsibility • Provide market competitive intelligence such as Scientific Review, Competition Mapping, Industry/Peer Benchmarking, Approvals, Life Cycle Tracking, Legal Updates, Investor/SEC Filings • Preparation of Business Case/Foreca...

Role & responsibilities Product Prioritization, strategic planning of FD products from filing till approvals in Emerging markets with focus currently on China, South Korea, Japan, Indonesia & Brazil. • Product Portfolio management which includes Therapeutic/ Market assessment, Potential opportunity Identification and Pruning of Generic FD Product Opportunities in Emerging markets with focus currently on China, South Korea, Japan, Indonesia & Brazil. Primary Responsibility • Provide market competitive intelligence such as Scientific Review, Competition Mapping, Industry/Peer Benchmarking, Approvals, Life Cycle Tracking, Legal Updates, Investor/SEC Filings • Preparation of Business Case/Foreca...

Job Information Date Opened 07/31/2025 Job Type Full time Industry Fintech City Gurgaon State/Province Haryana Country India Zip/Postal Code 122016 Job Title: Wealth Manager /Sr Wealth Manager Location: Gurgaon Employment Type: Full-Time Job Summary: We are looking for a dynamic and experienced investment advisory with a proven track record. As a Relationship Manager to serve as a trusted advisor to our clients. In this dual role, you will leverage your financial planning expertise and relationship-building skills to design and implement tailored financial plans, manage client portfolios, and foster long-term client relationships. The ideal candidate will have a deep understanding of the Ind...

Salary: 15 to 30 LPA Exp: 3 to 7 years Location: PAN India Notice: Immediate only..!! Key Skills: SQL, Power BI, Credit Risk, risk analytics, MIS, risk reporting Roles and Responsibilities Extract, manipulate, and analyze large datasets from various sources such as Hive, SQL databases, and ETL processes. Develop and maintain dashboards using Tableau to provide insights on banking performance, market trends, and customer behavior. Collaborate with cross-functional teams to identify key performance indicators (KPIs) and develop data visualizations to drive business decisions. Desired Candidate Profile 3-8 years of experience in Data Analytics or related field with expertise in Banking Analytic...

In this role, you will be responsible for the following tasks: - Understanding concepts of financial planning, including various super, pension, investment, and insurance related laws and terminologies. - Preparation of high quality Statement of Advice documents containing recommendations and client details. - Preparation of cash, super, pension, and investment projections. - Collating client data and product information, as well as documenting reports and correspondence. - Conducting need-analysis for financial planning clients, including insurance, investments, retirement, and tax. - Conducting portfolio analysis to provide advice on portfolio structure and risk analysis. - Updating and ma...

Join us as an Analyst Structured Credit Trading. Structured Credit team in Mumbai works with trading & analyst teams across the globe and supports the traders and senior management by producing business critical MIS reports, running models & analysis, building and maintaining tools to help find trading opportunities and recommend trade ideas, analyzing companies, tracking news and performing ad hoc customized analysis. To be A successful Analyst Structured Credit Trading the candidate will support the US and EU CLO Primary business on the execution of CLO transactions. They will work closely with the structuring and syndication functions and will also be integral to bridging the front office...

About The Role Skill required: Asset Management - Asset Portfolio Analysis Designation: Service Delivery Ops Team Lead Qualifications: Any Graduation Years of Experience: 7 to 11 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do The Global Client Account Services (GCAS) Ma...

About The Role Skill required: Asset Management - Asset Portfolio Analysis Designation: Capital Markets Operations Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do The Global Client Account Services (GCA...

You will be responsible for assisting with due diligence and onboarding of new products, continuous monitoring and evaluation of existing product recommendations, and providing support to the sales team with product-related queries. Additionally, you will analyze data to generate reports and outputs for the sales and management teams to aid in business decisions. You will also assist with portfolio analysis for existing and prospective large clients, conceptualize, launch, and track R&R campaigns for the sales team, prepare product one pagers and sales-focused presentations, and conduct secondary research for research notes and presentations. Key Responsibilities: - Assist with due diligence...

Role Overview: As a Patent Analyst, your primary responsibility will be to conduct daily patent searches using a variety of methods, databases, and technology reviews. You will research and understand new technologies for patent-related ventures and perform different forms of patent searches based on your findings. Your role will also involve analyzing invention or patent disclosures and drafting key features of the subject invention/patent. Key Responsibilities: - Expertise in patent analytics, covering areas such as Landscapes, Patentability, Invalidations, Novelty, FTOs, Market Research, and Infringement. - Analyzing patent claims and descriptions for claims mapping, portfolio analysis, a...

Responsibilities: * Assist with portfolio management decisions * Collaborate on equity research projects * Present findings at team meetings * Conduct investment analysis using financial tools * Prepare reports on market trends

About The Role Skill required: Asset Management - Asset Portfolio Analysis Designation: Capital Markets Operations Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do The Global Client Account Services (GCA...

About The Role Skill required: Asset Management - Asset Portfolio Analysis Designation: Capital Markets Operations Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do The Global Client Account Services (GCA...

About The Role Skill required: Asset Management - Asset Portfolio Analysis Designation: Capital Markets Operations Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do The Global Client Account Services (GCA...

KEY RESPONSIBILITIES: Support complicated invoice generation by analyzing the large underlying data. Set up one time query/ framework for auto revenue computation using agreed SOPs with the Customer. Assist in validation of customer claim by designing various data scenarios. Make revenue leak proof by building Data analytics scenarios to be tested at defined frequency. Functional Skills - 1. Proficient in Microsoft Excel, SQL & Python is a must. 2. Good Acumen in Analytic and Logical skills Experience - Experience in handling big data. Extensive experience in a fast-paced environment having handled scale & complexity would be ideal to succeed in this role. Basic understanding of financial tr...

1. Broker Management Execute the annual plan for the assigned geography through the assigned broker by way of acquiring new business or servicing existing business. Collaborate with the broker to understand the need of the client and suggesting solution that is profitable as we'll as of the highest benefit to the brokers client. Provide feedback to help customize reward plans or schemes that help drive business from a broker. Coordinate and liaison for implementation of brokers meet or similar platforms to closely engage with brokers and keep them interested in what company has to offer. 2. Internal Operation Actively involved in the leg work right from receipt of RFQ to providing the best q...

Looking for a Head of Research (12–15 LPA, 3+ years experience) to lead mutual fund portfolio research, engage with fund managers, and deliver insights for client-centric investment strategies. Required Candidate profile Must-have: CFP + MBA (Finance/Investment), strong analytical & financial modeling skills, and excellent communication. If you’re passionate about investment research and ready to make an impact, apply

As a candidate for the role of supporting the Clinical Developments (CD) portfolio at Novartis, you will work closely with the Head of Business Operations. Your role will involve the following key responsibilities: - Running portfolio analysis of clinical studies and projects for all Development Units (DUs) by collecting information from various sources like Andromeda, Horizon, BoW. - Compiling insights and providing analysis of the expected evolution of the portfolio, simulating various scenarios and their impact on resourcing, capability, and overall plans. - Establishing visualization and ongoing reporting of key portfolio insights. - Supporting the creation, implementation, and refinemen...

The Consultant will drive the growth of Renewable Energy,Agribusienss, Agri-tech, Agri-fintech, and food waste management verticals by leading pilot projects, scaling initiatives, and building strong systems and partnerships. The role includes stakeholder engagement, due diligence, portfolio monitoring, and business development, requiring strategic thinking, financial acumen, and a passion for sustainability. Result areas of the department Consultant responsible for driving the establishment and expansion of renewable energy, Agri-tech, Agri-fintech, and food waste management verticals. Lead the design, development, and execution of pilot projects to evaluate feasibility and impact. Scale an...

The Consultant will drive the growth of Renewable Energy,Agribusienss, Agri-tech, Agri-fintech, and food waste management verticals by leading pilot projects, scaling initiatives, and building strong systems and partnerships. The role includes stakeholder engagement, due diligence, portfolio monitoring, and business development, requiring strategic thinking, financial acumen, and a passion for sustainability. Result areas of the department Consultant responsible for driving the establishment and expansion of renewable energy, Agri-tech, Agri-fintech, and food waste management verticals. Lead the design, development, and execution of pilot projects to evaluate feasibility and impact. Scale an...