98 Portfolio Analysis Jobs - Page 3

Job Title: PMS Portfolio Manager Location: Mumbai / Gurgaon Type: Full-time | On-site Company Overview: We are a high-growth, client-focused wealth management firm catering to HNI and Ultra-HNI clients across India. As part of our next phase of expansion, we are setting up a SEBI-registered PMS platform and seeking a sharp, performance-driven Portfolio Manager to lead this vertical. Position Summary: The PMS Portfolio Manager will be responsible for managing discretionary equity portfolios with full autonomy, supported by a lean in-house research team. The ideal candidate will bring a clearly defined investment strategy, a verifiable track record of alpha generation, and a strong understanding of regulatory frameworks. Key Responsibilities: Develop and manage customized discretionary portfolios under the PMS license. Formulate and execute a robust investment strategy (multi-cap/core/equity thematic). Conduct deep-dive equity research and fundamental analysis. Monitor and rebalance portfolios based on market conditions and client objectives. Ensure SEBI and internal compliance requirements are consistently met. Prepare and present detailed investment reports to clients and internal stakeholders. Collaborate with the sales and advisory teams to articulate investment philosophy and performance. Requirements: Experience: 815 years in portfolio management, equity research (buy-side), or fund management. Education: CFA / CA / MBA (Finance) / other top-tier finance qualifications. Track Record: Demonstrated performance of outperforming benchmarks over a medium- to long-term horizon. Regulatory: Eligible to be appointed as a Portfolio Manager under SEBI (Portfolio Managers) Regulations . Expertise: Strong grasp of Indian equity markets, macro trends, risk management, and valuation methodologies. Technology: Familiar with portfolio management systems and financial modeling tools. Soft Skills: Strong communication, analytical, and stakeholder management capabilities. What We Offer: Leadership role in a new and focused PMS initiative. Freedom to run a portfolio with full strategic independence. Access to high-quality HNI clients and support from wealth advisory teams. Flat organizational structure with a strong outcome-based rewards culture. Long-term wealth creation opportunity via performance-linked incentives.

JOB DECRIPTION Department: Performance Analytics Designation: Sr. Executive / Assistant Manager Reporting to: Manager Roles and Responsibilities: Gathering, calculating and analyzing investment performance data Drawing appropriate comparisons between various indices and clients portfolio Reporting to management and external clients on investment performance Corposite preparation and maintenance Analysis of Performance Deviation among various portfolios Assisting with the ongoing development of performance analysis reporting information Contribution and Attribution Analysis Investment Performance Risk evaluation Investment Performance Reconciliation Prepare Portfolio Characteristics and Fund Factsheets Skill Set & Personality Traits: 1. Good Analytical and evaluation skills 2. Good Communications and presentation skills 3. Working knowledge of Indian capital market operations 4. Working knowledge of NAV computation of unitized funds and portfolio valuation of separately managed accounts 5. Numerical skills 6. Should be thorough with excel 7. Should be GIPS literate 8. Implementation and working experience on any Portfolio Analytics applications. Age: 25-35 years. Relevant Experience: Candidates having 2-4 years of relevant experience. Qualifications : CIPM Certificate Holders from the US CFA Institute, or Candidates pursuing courses like CIPM or CFA from the US CFA Institute, or CA, MBA (Finance) OR B. Com (Accounting / Banking) OR with an analytical bent of mind having exposure to investment analysis, valuations and other related area. B. Sc. (Maths / Stats) with pr If your profile aligns with the above- mentioned requirement and if you are interested, please email your CV to rajeshwari@pariveda.in

1. Market Research & Analyst Job Summary: We are looking for a highly analytical and market-savvy individual to take charge of investment research and fund management responsibilities. The ideal candidate should have a strong background in financial markets and the ability to identify investment opportunities across global equities, commodities, fixed income, cryptocurrencies, and alternative instruments. This role also involves managing promoter portfolios and generating strategic research reports to guide decision-making. Key Responsibilities: 1. Market Research & Financial Analysis Conduct in-depth fundamental and technical analysis of equities, ETFs, bonds, and other financial instruments. Prepare detailed equity research reports to support investment decisions. Identify undervalued, overvalued, or high-potential (multi-bagger) stocks. 2. Fund & Portfolio Management Manage promoter investment portfolios and generate Alpha returns through strategic allocation. Monitor global market trends, sector behavior, price actions, and sentiment indicators. Take short-term and long-term investment positions based on analytical research. Provide actionable investment recommendations aligned with risk and return objectives. 3. Global Market Scanning Track opportunities across: Equity Markets (India and International) Commodity Markets (Gold, Oil, etc.) Currency Markets (Forex pairs) Cryptocurrencies Mutual Funds & Fixed Deposits Analyze macroeconomic indicators from major markets (USA, Europe, China, etc.) 4. Reporting & Communication Regularly update senior management on portfolio performance. Prepare periodic investment reports with insights and forward-looking recommendations. Maintain accurate records of investment activity and research findings. 2. Accounts Senior Executive Job Responsibilities: RODTEP Scheme Management Prepare and maintain documentation and records related to RODTEP claims and reconciliations. Transport & Freight Payments – Process and verify all transport-related and export freight payments accurately and on time. Prepaid Expenses & Insurance – Record, track, and manage prepaid expenses and insurance entries. PGVCL Accounting – Manage accounting entries related to PGVCL sales and purchases. Interest Calculation – Vietnam Entity – Handle intercompany interest workings and related entries for Vietnam operations. Inter-Division Tally Reconciliation – Ensure proper reconciliation of accounts between divisions. Sales Chart Preparation – Compile and maintain detailed sales charts and related MIS reports. ERP Entries – Enter all purchase bills into the ERP system accurately and timely. On-Spot Invoicing & Purchase Orders – Generate on-the-spot sales invoices and POs, and ensure payment processing. Team Loan Workings – Manage accounting entries and reconciliations for employee loans. TFUS Documentation – Prepare and handle all necessary TFUS-related documents and compliance tasks. ECGC – Export Documentation – Manage ECGC documentation and liaise with relevant stakeholders. Support to Senior Management – Execute additional accounting and reporting tasks as assigned by HODs. 3. AM Investment & Portfolio Job Summary: We are seeking a detail-oriented and proactive individual to manage and monitor our investment portfolios and facilitate statutory and documentation processes, including handling dematerialization of shares and staff visa formalities. The ideal candidate will work closely with management to provide accurate reporting and ensure compliance with regulatory standards. Key Responsibilities: Investment Portfolio Management: Track and maintain updated data on the company’s investment portfolio. Manage family/board member investment portfolios and coordinate with related offices. Maintain and reconcile mutual fund statements with NSDL and internal software. Prepare quarterly investment reports for auditors. Dematerialization of Shares: Convert physical shares to Demat form. Handle end-to-end documentation and coordinate with registrars/companies. Personal Portfolio Updates: Manage weekly SIP/mutual fund transactions and share updates with accounts team via email. Visa Documentation for Overseas Staff: Coordinate statutory documentation for Vietnam-bound employees. Liaise with government bodies (Mantralaya, Home Ministry, Delhi Videsh Mantralaya, Registrar courts, Consulate, etc.). Regulatory and Procedural Compliance: Follow government protocols for dematerialization, missing share recovery, FIR filing, and advertisement. Maintain formats and documentation as per company standards. Send updated data and reports to relevant departments monthly.

Job Title: Regional Portfolio Manager Collections Location: Pune & Nashik | Employment Type: On-roll Key Responsibilities: Lead and manage regional collections team across all buckets. Recruit, train, and monitor team (ACM/RCM/CM/CO etc.). Drive recovery in Skip, NIP, and Legal cases. Ensure timely DCR submission (self + team). Maintain compliance and accurate documentation. Coordinate with legal, ops, and external agencies. Achieve recovery targets and improve portfolio quality. Requirements: Graduate with 5+ years in collections. Strong team leadership & recovery skills. Knowledge of collections laws, MIS, and legal process. Good communication, reporting, and field coordination. Contact: Ami Soni ta_hr14@mas.co.in | WhatsApp: 8511015682

This role is to acquire B2C or B2B clientele & build a portfolio. Client Acquisition Relationship ManagementMarketing Business Development:Financial Product Expertise Financial& Product Expertiseunderstanding of financial markets,investment products Required Candidate profile The person will also be responsible for Business Development, Portfolio Performance Analysis, Portfolio Modelling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management

Develop and deliver high-impact presentations for internal and external stakeholders Leverage technology to streamline marketing/finance processes and reporting Analyze data and trends to support business decisions

We look to recruit bright, articulate, and numerate candidates who are not afraid of a challenge and are prepared to work hard and love what they do. Every member of the team plays a part in making our business what it is today and the more we grow, the more important that becomes. Whatever your career path, ambition, or skillset you will be joining an entrepreneurial environment and become part of a globally connected team. We do not just want you to succeed, we want you to flourish. To work cohesively in a team, which consults with Private Equity Firms across globe in the ares of Portfolio Monitoring and Reporting. The role requires. Funds across globe with an ability to read/interpret/analyze financial statements and help derive insights from it. Creating/maintaining/producing different analytical monthly packs including ad-hoc analysis for the client to support their investment decision making in the core area of business. Coordinating with different teams to get the right information on time and communicating on a constant basis with clients on the status of tasks. Searching for, procuring, and processing information about global companies using multiple methods, techniques, and sources. Provide product demos to prospective and existing clients and assist in new business wins. Skills Required Post-graduate / CFA / CA / MBA / CCRA / CIIA / CAIA & equivalent. 1 - 10 years of experience in relevant financial services experience incl. Management Reporting or Operational Finance, preferably with research experience. Strong research and analytical skills, including critical thinking and the ability to integrate various sorts of data and information in the analysis. Experience working independently, proactively identifying, or initiating ways to enhance a process, procedure or outcome that benefits the organization. Ability to prioritize a large and varied workload, managing multiple tasks and details simultaneously. Ability to show initiative, willingness to learn and take on responsibilities as contributing team member either in a lead or in a backup role to ensure team success. Should be solutions focused and can work in unstructured environments under minimum or no supervision. Effective oral and written communication skills to clearly articulate analysis. Advanced understanding of MS Excel, Word, and PowerPoint. Ability to work independently and delve into projects with a strong diligence and emphasis on producing a high-quality work product.

Responsibilities: Build and maintain long-term relationships with clients, focusing on retaining existing customers and acquiring new ones. Advise clients on their equity portfolios and provide recommendations to generate brokerage through advisory services. Stay updated with market knowledge and trends to provide informed guidance to clients. Ensure compliance with all relevant regulations, policies, and risk management practices. Keeping the clients updated on their orders and facilitating cross-selling of products like mutual funds, SIPs, and portfolio management services (PMS) to clients. Conduct client meetings and presentations as necessary. Going to meet the clients if necessary. Qualifications: Bachelor's degree in any field (finance, economics, or related disciplines preferred). Excellent communication and interpersonal skills to effectively interact with clients. Proficient in using relevant software and tools for portfolio analysis and client relationship management. Strong understanding of financial markets, investment products, and regulatory requirements. Ability to work in a team and collaborate with other departments or functions as needed.

: 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 well offer you 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance 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 well support you

: Job TitleTrading Enabler Analyst, AS LocationMumbai, India Role Description About Deutsche Bank Centre DB Centre is Deutsche Banks investment banking center in India. It is a wholly owned subsidiary of Deutsche bank. DB Centre works very closely with Deutsche Bank hubs to deliver cutting edge investment banking services for the Global Markets franchise of Deutsche Bank. The teams in DB Centre are front office teams acting as virtual extensions of the trading desks in DB hubs like London, New York, Singapore, Hong Kong, Tokyo and Sydney. About FIC Prime Brokerage & Markets Clearing Listed Derivatives and Clearing sits within the Fixed Income & Currencies Division of Deutsche Bank. The core activity of the desk is to provide market participants with a platform to access various exchanges globally for trade executions and clearing through Principal/Agency intermediation. This role entails managing counterparty risk for the clearing business globally, based on qualitative and quantitative analysis of a clients portfolio. It is a multifaceted role, enabling a variety of clients meet their investment objectives while managing the risk on the complex derivative instruments that arises as a result. The business is in high growth mode given the market changes. What well offer you 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance Your key responsibilities In depth portfolio analysis to understand trading strategies, related risk exposure of clients and propose enhancements to current risk framework Drive the Front office Risk function for Listed Derivatives by evaluating counterparty credit risk, regular portfolio risk and margin analysis, stress testing, analyzing drivers of potential stress shortfalls, quantitative/trend analysis of client portfolios Track and analyze Balance Sheet Consumption by Clients and Optimize RoA and Profitability Analyze potential client portfolios in terms margin, risk metrics and assess overall risk-return profile Impact-analysis during events of market volatility and stress scenarios Enhance firms revenue by cross margining pitching and offering optimum risk-revenue solutions to clients Liaise with Clearing Houses to understand the margin methodology and costs of clearing, to shape DBs product offering in the OTC Clearing space Track impact of Regulations on the business like Uncleared Margining, FX Clearing, Mifid requirements, etc Analyze funding, infrastructural, clearing house and other costs associated with the business and passing on these costs as charges to clients during business proposal negotiations Your skills and experience Strong academic background Knowledge of SQL, VBA, Python (optional), DB Analytics and Derivatives Entrepreneurial ability and willingness to drive change Good analytical skills, high attention to detail, solid organizational and interpersonal skills Strong verbal and written communication skills with experience of reporting to senior management Able to work independently, as well as in a team environment, prioritizing multiple tasks meeting strict deadlines How well support you

The Lead Analyst, 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 analysing 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 utilisation 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

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 Analytics, Credit risk . Strong proficiency in tools like SQL, Advance SQL knowledge preferred. Experience working with big data technologies like Hadoop ecosystem (Hive), Spark; familiarity with Python programming language required.

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.). Candidate Profile 1. MBA/MSc Finance candidates (with project or internship in equity stroke fixed income) 2. Graduate (CFA level 3 or atleast 6 months of relevant fixed income experience) 3. 80% scores in 10th, 12th & Graduation exams. 4. Should have good knowledge about various stocks under different sectors 5. Must have very strong reading habits 6. Should be able to prepare financial models and in-depth study of the model is required rather than having superficial numbers/figures in the financial model 7. A thorough knowledge of financial concepts is expected. (Work from Home for now)

Our client is an established High-Frequency Investment Firm with track record. Due to strong business growth, they are looking for Alpha Researcher to join their team. This position is based in Gurgaon, India. Key Responsibilities: Manage all aspects of the research process, including data analysis, alpha signal discovery, backtesting, trading idea generation, alpha signal/portfolio analysis and the management of production code Design, implement, and optimize various machine learning models aimed at predicting liquid assets using a wide set of financial data and a vast library of trading signals Evaluate new datasets for alpha potential Parse data sets to be used for future alpha (strategy) development Investigate and implement state-of-the-art academic research in the field of quantitative finance Collaborate with experienced and resourceful quantitative researchers to carry out experiments and test hypothesis using simulations Key Requirements Degree holder from a well-recognized institution with at least 2+ years of relevant experience Strong passion for Machine Learning and Quantitative Finance Fluent with programming language such as Python Knowledge of Financial Accounting is a plus

Job Purpose Acuity is currently looking for a highly experienced and motivated Subject Matter Expert (SME) in REIT processes, offshore operations and outsourcing. The ideal candidate will possess extensive experience in establishing and managing teams, leading analysts and associates, and engaging with clients. Additionally, they should have technical expertise in REIT processes, including but not limited to pricing, valuation, portfolio analysis, financial analysis, market intelligence, investment analysis, regulatory research, and property-level analysis. Key Responsibilities l Establish and manage a team of analysts and associates from scratch, ensuring effective training, development, and performance management l Working closely with Sales & Marketing team and help in preparing pitches and materials for client meetings and roadshows l Meeting with prospective clients and working out solutions. Act as the primary point of contact for clients, addressing their needs, providing updates, and ensuring high levels of satisfaction l Supporting our clients in REIT industry on performing various research & analysis and produce valuable insights. Meet project timelines and quality of deliverables in a manner to ensure high client satisfaction l Deliver expert insights and oversee the preparation & analysis of various projects, ensuring accuracy, efficiency, and compliance with industry standards l Provide expert analysis of market trends, property performance, and investment potential to support strategic decision-making l Demonstrate strength and experience in client / requester relationship building and management, information / knowledge needs assessment Key Competencies l Post-Graduation in Finance, Real Estate, Economics, or a related field l Minimum 10-15 years of experience in real estate analysis, REIT operations and team management, preferably within a REIT / offshore capability centre or similar environment l Proven experience in setting up and managing teams, with strong leadership and mentoring skills l Extensive knowledge of real estate / REIT market dynamics, trends, and regulatory requirements in the North American and European region l Proficiency in MS Office suite specially Microsoft Excel, Word and Power Point and relevant software / tools (financial analysis software etc) l Strong analytical skills with proficiency in financial modelling and analysis l Ability to work independently and collaboratively in a fast-paced environment l Market and Sub-market analysis including comp set l Excellent communication, presentations skills with experience in client handling l In-depth knowledge of database such as Bloomberg, Yardi, MRI and other REIT specific databases / tools

Job Role Profitability Management - Maintaining & optimizing profitability for the branch Target setting & management Monitoring branch targets in numbers & volumes Portfolio quality management - through superior underwriting, working closely with collections Cost management managing all branch operating costs including cost of acquisition, operations etc. People management Motivating team, handling HR & administration function of the branch Customer experience management - Ensuring superior customer experience and handling customer service in terms of collections, pre closures & service issues Mandatory skills 7-8 Years experience, with at least 4 years in Retail Assets Ability to plan & execute Strong inter-personal skills and leadership ability, Ability to create professional work culture that encourages enthusiasm and team spirit Understanding of credit risks & operational risks. Ability to manage and implement change by taking complete ownership

Support the implementation of a risk management system, risk analytics and risk reporting for a Sovereign Wealth Fund. Key Responsibilities Support the implementation and rollout of risk management applications. Responsible for risk data aggregation, analysis, and visualization at periodic intervals. Work on adhoc risk reports and board presentations. Deep dive into various aspects of the investments and provides valuable insight and establish a framework, processes, and consistent delivery of business insights. Key Competencies Work Experience in handling and onboarding risk management applications. Understanding and analysing risk data and reporting to top management. Advanced MS Excel skills are necessary. A background in finance with working knowledge of applying concepts. Working knowledge of data analysis tools including PowerBI. Working knowledge of sourcing data from Bloomberg, FactSet, Prequin, Geneva and other databases is an added advantage. Working knowledge of MSCI Barra, FactSet Portfolio Analysis would be an added advantage. Prior experience in analysing data for Asset Managers, Sovereign Wealth Funds, Hedge or Mutual funds will be an added advantage. Open to travel to the client location and work at the clients office. Ability to work independently with minimal supervision and deliver data insights. Energetic, results-focused, change agent, with a strong work ethic. Strong organizational and analytical skill with strong attention to detail.

The Investment Specialist (IS) team is part of the Global Fixed Income and Liquidity Solutions Portfolio Management team. IS team works closely with Lead Portfolio Managers (LPMs) and is focused on the strategic development, growth and positioning of our Fixed Income product offerings. This includes being involved in all aspects of the new business process, providing portfolio and investment strategy information as well as market developments to our existing clients. Responsibilities Develop Product Knowledge - gain understanding of Fixed Income investment products including: Money Markets, Municipals, High Yield, Emerging Market Debt, Commodities, Currency, and Hedge Funds. Servicing Existing Clients Own and deliver customized client materials - ensuring work is of the highest commercial quality attention to detail is paramount Business Development Take active participation in all aspects of the new business process, including but not limited to; responding to ad hoc client queries, providing specialist product or market input to RFPs, creation of bespoke and customized presentation materials, market analysis, portfolio modelling and assisting with the onboarding process Portfolio/ Market Analysis Comprehend and effectively communicate - current portfolio positioning, performance attribution, market trends and investment themes in a manner which is suitable for the intended audience; assist LPM's with portfolio oversight and analysis Project Management Work on various intra and cross team-related projects to enhance and improve all aspects of the fixed income process Qualifications Bachelors or Master's degree of Finance, Economics, Business or Commerce. Strong communication and interpersonal skills. Strong analytical skills and keen attention to detail Ability to multi-task and meet multiple deadlines Enthusiasm for Fixed Income products and markets CFA is a plus

Key responsibilities are as follows: Provide assistance on negotiation on documentation relating to all aspects of our investments, including equity and debt term sheets, loan agreements and equity sale and purchase agreements Advising on regulatory matters impacting our investments (including global and local regulations, such as the Bank Holding Company Act and the Volcker Rule) Working with compliance and other control-side teams on regulatory matters and investigations Liaise with the regional and global legal teams on all matters impacting the investment and fund business Assist in the preparation of submission materials to, and presentation at, the internal regional and global committees The role requires the ability to work independently and to manage a varied and complex workload meeting tight deadlines. Lawyers in our team thrive on the pressures of delivering consistently high quality advice to a dynamic, constantly evolving, business. Qualifications and Requirements: India qualified lawyer with 9-14 years PQE Relevant post-qualification experience either with a reputable law firm or as in-house counsel with a fund Strong grounding in equity and hybrid credit deal related documentation and legal matters, applicable laws and regulations, with a focus on India Team player with exceptional communication skills Preferred Qualifications Highly organized, attention to detail and excellent follow - through Demonstrated client service focus and ability to build relationships across different levels, functions and regions Ability to balance multiple, time-sensitive projects while maintaining a longer term strategic focus

Salary: 15 to 30 LPA Exp: 3 to 7 years Location: PAN India Notice: Immediate only..!! Key Skills: SAS, 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 Analytics, Credit risk . Strong proficiency in tools like SAS, Advance SQL knowledge preferred. Experience working with big data technologies like Hadoop ecosystem (Hive), Spark; familiarity with Python programming language required.

Evaluate unlisted investments, structured credit, AIFs, PMS, and divisional performance. Conduct portfolio analysis, support CFO in strategic decisions and risk management, and prepare reports, dashboards and recommendations for management. Required Candidate profile CA or MBA Finance with 3+ years in business/financial analysis, preferably from rating agencies or equity research. Exposure to risk management, derivatives, or trading is an added advantage.

Responsibilities & Qualifications As a member of this team, you will develop platforms to provide market, Hedge Funds trends and execute portfolio analysis across client portfolios research/implement equity (and FICC) factor models, macro models. You will also gain broad knowledge of the revenue and capital drivers of the physical and synthetic prime brokerage businesses. Who We Look For Goldman Sachs Engineers are innovators and problem-solvers, building solutions in risk management, big data, mobile and more. We look for creative collaborators who evolve, adapt to change and thrive in a fast-paced global environment. Basic Qualifications BS/MS or PhD in a relevant field - Applied Mathematics, Data Science, Engineering, Physics or Finance Excellent verbal and written communication skills to interact with clients and present them detailed analysis. Strong programming skills in Java, Python or equivalent language Ability to work as part of a global team and deliver results quickly Comfortable working on multiple projects, demonstrating initiative and showing commercial impact Preferred Qualifications 1 or more years experience in a quantitative role Good knowledge in portfolio construction techniques, risk model, factor analytics, positioning and flows metrics. Familiarity with Equity/FICC asset class. Familiarity in handling big data sets Familiarity in probability and machine learning techniques A track record of solving quantitative problems and delivering results in a high-pressure environment

Portfolio Intelligence Candidate should have exp. in Portfolio Analysis, investment research, Asset/Wealth Management Candidate should be not fully in quant role but in mixed role, some part of quant is required but that should be into strategy and portfolio management. Candidate should in Factor analysis, factor model, portfolio factor on Investment. B.tech is mandatory for this role. Technology preferred is Python.

Job Description Periodic review and modification of DA Board policy and Pool selection criteria Preparation of Monthly dashboard and quarterly heath review of portfolio. Management discussion with Bank/NBFC who is proposing to sell pool. Management discussion is done to understand the sourcing, underwriting, portfolio management & collection process. Fixing & reviewing pool criteria for different products. Pool criteria are shared with Bank/NBFC which helps them carve out pool as per YBL requirements. Review of Loss Estimation Report given by Rating agency. Preparing Portfolio cuts & pool Characteristic for IOM which is put up for approval Review of IOM before it is put up for approval Coordinating with Bank/NBFC for due diligence. (Location of due diligence, Scan/Physical files, Infrastructure system/manpower support) Preparation of pool selection checklist for due diligence product wise. Review of the due diligence done by Credit & Operations. Engaging with Business/ Credit / Operations (internal stake-holders) and Bank/NBFC (external stake-holders) to close queries/open points of review. Monitoring of portfolio product wise and identify key performance indicator. Engagement with originator to understand delinquency trends and reasons for delinquency. Tracking of exceptions/deferrals taken by Business & follow up for closures. Engagement with Compliance/ Governance / Internal audit for data submissions and closure of queries/ clarifications. What we are looking for Good understanding of Retail Asset products – Mortgages/Vehicles/Microfinance/ unsecured Strong knowledge & experience of analyzing large data sets Good MS Excel knowledge Excellent communication skills (written/oral) Strong Analytical skills Should take complete ownership of assigned activity. Pro-active and flexible Qualification and Experience required CA / MBA Candidate should be having at least 2-5 (Manager/ senior Manager) 5-10 years’ (AVP position) experience in Retail Asset products – Securitisation/Credit/Sales/Operations

Portfolio Monitoring and Reporting team - Alternative Investments, Private Equity This is an excellent opportunity for an initiative-taking professional to join our global Portfolio Monitoring team. This role demands a multi-faceted skillset that encompasses rigorous numerical analysis, high quality communication (verbal and written) and the ability to work effectively without supervision to contribute to the team objectives. What we look for We look to recruit bright, articulate, and numerate candidates who are not afraid of a challenge and are prepared to work hard and love what they do. Every member of the team plays a part in making our business what it is today and the more we grow, the more important that becomes. Whatever your career path, ambition, or skillset you will be joining an entrepreneurial environment and become part of a globally connected team. We do not just want you to succeed, we want you to flourish. To work cohesively in a team, which consults with Private Equity Firms across globe in the ares of Portfolio Monitoring and Reporting. The role requires. Capturing/reviewing financials of private and public companies owned by Private Equity Funds across globe with an ability to read/interpret/analyze financial statements and help derive insights from it. Creating/maintaining/producing different analytical monthly packs including ad-hoc analysis for the client to support their investment decision making in the core area of business. Coordinating with different teams to get the right information on time and communicating on a constant basis with clients on the status of tasks. Searching for, procuring, and processing information about global companies using multiple methods, techniques, and sources. Provide product demos to prospective and existing clients and assist in new business wins. Skills Required Post-graduate / CFA / CA / MBA / CCRA / CIIA / CAIA & equivalent. 1 - 10 years of experience in relevant financial services experience incl. Management Reporting or Operational Finance, preferably with research experience. Strong research and analytical skills, including critical thinking and the ability to integrate various sorts of data and information in the analysis. Ability to work independently and delve into projects with a strong diligence and emphasis on producing a high-quality work product. Experience working independently, proactively identifying, or initiating ways to enhance a process, procedure or outcome that benefits the organization. Ability to prioritize a large and varied workload, managing multiple tasks and details simultaneously. Ability to show initiative, willingness to learn and take on responsibilities as contributing team member either in a lead or in a backup role to ensure team success. Should be solutions focused and can work in unstructured environments under minimum or no supervision. Effective oral and written communication skills to clearly articulate analysis. Advanced understanding of MS Excel, Word, and PowerPoint. Team management and client management experience is mandatory for the AVP role. What you will get in return A genuinely unique opportunity to help support the development and delivery of a pioneering product. Significant day-to-day responsibility to contribute to the team and demonstrate your own abilities. Learning opportunities across a variety of skills and topics. Experience with a highly respected multinational organisation in the financial sector. Make a meaningful contribution to the improvement of businesses, communities, and the environment around the world. We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society, and the planet. For more information on our commitment to Corporate Social Responsibility (CSR) please visit our CSR policy page. If you are looking to take that next step in your career and are ready to work for a high performing organisation, alongside talented people who take pride in delivering impressive results, please share your CV and cover letter.