311 Portfolio Analysis Jobs - Page 4

i) Early Screening, Due Diligence, Portfolio supervision Lead or contribute to review of E&S issues/risks in new investments and select advisory engagements in multiple sectors (including infrastructure, manufacturing, services and agribusiness), and identification and development of risk mitigation measures and value-add solutions, including through transaction structuring, that support clients in addressing identified issues throughout IFC s project cycle. Clear and proactive guidance to IFC investment teams on E&S risk management in project decision-making and processing throughout the investment cycle. When leading E&S assessments, ensure effective and efficient use of staff, consultants...

Position Purpose The opening is for an AAA & Actuate developer who is able to design and give new solution for the upcoming changes to the existing as well as new assets/applications within the Services division. This role is technology oriented, which includes defining development methodologies, hands on development for new projects/evolutions, production L3 (Developer level) support, providing technical solutions and performing POC for new relevant frameworks available in market. Knowledge and experience in the Wealth Management (Private Banking) domain is a good to have. (Portfolio Analysis, Order Management and Advisory functions). Responsibilities Perform AAA Front end (GUI) development...

Role & responsibilities : Research each account using company records and Internet resources that are made available Conduct custom collections campaigns on each client that consist of emails, phone calls and standard mail correspondence Develop collections methods that consistently lead to achieving or exceeding company financial goals. Work closely with team members to create ways to bring in revenue and find success as a group Solve problems quickly and create resolutions that bring in revenue on a regular basis Preferred candidate profile : Graduate with 3 - 5 years experience. • Strong knowledge of affordable home segment

Role Overview We are seeking a highly motivated and skilled Wealth Manager to join our Private Wealth team. The role involves client acquisition, financial planning, and portfolio management, with a focus on delivering customized, tax-efficient investment strategies. Candidates with professional certifications such as CFP, CFA, or CWP will have an added advantage. Role & Responsibilities Client Acquisition & Planning : Acquire new clients and generate fee income by creating tailored financial plans and managing portfolios aligned to client goals and risk profiles. Portfolio Analysis : Review client portfolios in terms of Internal Rate of Return (IRR), asset allocation mix, tax efficiency, an...

Role Overview: As a member of Munich Re in Mumbai, India, your primary responsibility will be to participate in the pricing and maintenance of casualty treaties, with a specific focus on Motor. Key Responsibilities: - Engage in Treaty pricing using the pricing platform - Manage post-renewal treaty maintenance in collaboration with the finance team - Create PowerPoint presentations for internal and external purposes - Analyze client information decks and quarterly performances to update market summaries and statistics - Regularly interact with clients and brokers - Conduct exposure analysis and review underlying coverages - Participate in Reinsurance Wordings & Maintenance of Guidelines and i...

About The Role : Job Title Portfolio Manager Support (Data Analytics), Real Estate LocationMumbai, India Role Description About DWS DWS, publicly listed asset management division of Deutsche Bank, is one of the world's leading investment management organizations with over $1 trillion of assets under management (as of 30 June 2025). DWS provides flexible products and solutions to a wide range of investment opportunities across all asset classes from pooled funds to highly customized portfolios for a wide range of investors and offers individuals and institutions traditional and alternative investments across all major asset classes. About DWS US Real Estate The DWS US Real Estate business man...

Manages HNI/Ultra-HNI portfolios, investments, and wealth strategies.This role involves client relationship management, portfolio optimization, and ensuring financial growth and risk mitigation.

Key Responsibilities: Build and nurture long-term relationships with clients to drive satisfaction and retention. Understand client financial goals and offer appropriate products, services, or solutions. Generate new business through referrals, networking, and cold outreach. Act as a trusted advisor by staying informed about industry trends, competitor offerings, and market conditions. Maintain accurate client records, sales reports, and communication logs via CRM systems. Coordinate with internal teams (operations, credit, product, etc.) to ensure smooth service delivery. Conduct periodic client reviews and portfolio analysis to uncover new needs and cross-sell opportunities. Resolve client...

You will be responsible for overseeing operational processes, ensuring the smooth functioning of transactions, compliance with regulatory requirements, efficient client servicing, and coordination with various internal and external stakeholders. This role demands strong organizational skills, attention to detail, and a deep understanding of mutual fund operations. Key Responsibilities Oversee daily mutual fund operations and ensure timely processing of transactions. Monitor compliance with regulatory requirements and company policies. Identify and implement process improvements to enhance operational efficiency. Stay updated on industry regulations (such as SEC rules) and ensure mutual fund ...

Lead Analyst- Portfolio Monitoring : Elevate Your Impact Through Innovation and Learning Evalueserve is a global leader in delivering innovative and sustainable solutions to a diverse range of clients, including over 30% of Fortune 500 companies. With a presence in more than 45 countries across five continents, we excel in leveraging state-of-the-art technology, artificial intelligence, and unparalleled subject matter expertise to elevate our clients' business impact and strategic decision-making. Our team of over 4, 500 talented professionals operates in countries such as India, China, Chile, Romania, the US, and Canada. Our global network also extends to emerging markets like Colombia, the...

Senior Analyst- Portfolio Monitoring : Elevate Your Impact Through Innovation and Learning Evalueserve is a global leader in delivering innovative and sustainable solutions to a diverse range of clients, including over 30% of Fortune 500 companies. With a presence in more than 45 countries across five continents, we excel in leveraging state-of-the-art technology, artificial intelligence, and unparalleled subject matter expertise to elevate our clients' business impact and strategic decision-making. Our team of over 4, 500 talented professionals operates in countries such as India, China, Chile, Romania, the US, and Canada. Our global network also extends to emerging markets like Colombia, t...

Key Responsibilities: Periodical updates to fund performance presentation materials, prepared for investor reporting purposes, on monthly and quarterly basis. Generating backend excel support document from internal portfolio management systems for the purpose of updating the materials. Validation of fund data against the internal portfolio management systems and highlighting differences and discrepancies. Aggregate and analyze relevant data, encompassing historical performance, risk metrics, allocation changes and other quantitative metrics about various portfolios. Analyze performance attribution data across funds, on the backdrop of financial markets environment and understanding its impac...

Role Overview: As part of the Risk Division at Goldman Sachs, you will be responsible for managing the firm's credit exposure to trading and lending counterparties. Your work will involve evaluating derivatives and financing transactions, assessing the credit and financial strength of hedge funds and other counterparts, and approving transactions based on risk analysis. Key Responsibilities: - Evaluate derivatives and financing transactions across Global Market clients, reviewing and approving risk taking - Assess the credit and financial strength of hedge funds, mutual funds, and Financial Institution counterparts - Review quantitative models, portfolio analysis, stress testing, and other m...

Role & responsibilities Drive portfolio performance: achieve financial targets and deliver ROI exceeding benchmark indices. Advise Wealth Managers on the latest investment products and asset-class views. Propose new product ideas to the Investment Committee. Optimize and automate investment processes, with due focus on regulatory compliance. Build and maintain strong client relationships through transparent updates and quarterly reviews. Assess and manage risks in alignment with client goals, ensuring confidentiality and governance. Collaborate across teams to foster a culture of strategic innovation. Maintain compliance, acquire necessary certifications/licenses, and uphold best practices. ...

This role will be part of the APAC Infrastructure leadership team, and will coordinate and execute capital planning for APAC; facilitate leadership meetings, oversee department projects and key initiatives, coordinate the department communications. This role will spend more than 50% of time on duties associated with management of a sizeable capital investment portfolio. Beyond capital management, this role focuses on ensuring effective and efficient execution of the APAC Infrastructure groups functions through support in planning and execution of complex initiatives involving multiple disciplines. Displays a balanced, cross-functional perspective, helping to improve efficiency, effectiveness...

Job Responsibilities: Responsible for overall portfolio analysis (Wholesale), monitoring and reporting - to highlight risks (exposure, concentration, security, recovery, etc.) Industry tracking, analysis and highlighting the high-risk industries and prepare risk mitigation plan Create and track risk metrics and concentration limits for portfolio, products, regions, and other key risk drivers. Identify key areas of portfolio concerns and provide recommendations on action plans Identify and implement appropriate risk tools, key metrics and triggers. Coordinate closely with Business and Operations to ensure that risk appetite and standards are being complied - on the emerging changes in the por...

Role & Responsibilities Underwriting Strategy Liaison with regional Underwriter to devise circle-level underwriting strategy to maintain defined loss ratio targets for allocated commercial lines LOB. Interact with other stakeholders at circle level, specifically the sales team, to understand the objectives set by them at the area level. Analyze past trends and market dynamics to provide strategic inputs regarding product mix, industry, and geography, offering necessary insights to the regional underwriting manager. Ensure achievement of targeted loss ratio and planned business outcomes; take timely corrective and pricing measures to create, enhance, and maintain sustainable profitability obj...

Role & Responsibilities Underwriting Strategy Liaison with regional Underwriter to devise circle-level underwriting strategy to maintain defined loss ratio targets for allocated commercial lines LOB. Interact with other stakeholders at circle level, specifically the sales team, to understand the objectives set by them at the area level. Analyze past trends and market dynamics to provide strategic inputs regarding product mix, industry, and geography, offering necessary insights to the regional underwriting manager. Ensure achievement of targeted loss ratio and planned business outcomes; take timely corrective and pricing measures to create, enhance, and maintain sustainable profitability obj...

Responsibilities: * Execute stock/commodity trades & monitor markets. * Manage company financial & corporate profile. * Ensure SEBI & Govt. compliance. * Strong analytics & presentation skills. * Analyze market data, charts, and investment risks.

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

RB - Affluent Business: Insurance Specialist INTERNAL USAGE: No of Vacancies: 1 Reports to: Regional Insurance Specialist Is a Team leader? No 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 ...

Role Overview: As a Wealth Manager at FINVESTMENTS located in Noida, your primary responsibility will be to manage client portfolios, provide investment and insurance advisory, and ensure clients achieve their financial goals. This role involves investment advisory, financial analysis, client relationship management, and business development. To excel in this role, you should possess strong analytical abilities, sales acumen, and a client-centric mindset. Key Responsibilities: - Analyze client goals, risk appetite, and time horizon to recommend mutual funds, insurance products, and other financial instruments. - Construct and manage diversified portfolios aligned with client objectives. - Mo...

As the Principal Environmental Specialist at IFC, your role will be crucial in providing leadership and guidance to IFC's South Asia region E&S team, clients, investment, and advisory teams. Your primary responsibility will be to manage environmental risk in accordance with IFC Performance Standards to ensure compliance and enhance the impact and additionality of IFC-supported investments and advisory mandates. Some key responsibilities include: - Providing technical advice and leading complex environmental and social risks in new investments and advisory engagements. - Leading E&S project teams for large and complex projects, ensuring effective risk management and solutions for clients. - M...

As a Manager/Assistant Manager - Data Science at our company in Mumbai, your role involves developing and implementing data-driven solutions to drive business growth and improvement. You will lead and manage a team of data scientists, design and deploy machine learning models, conduct time series forecasting, analyze digital marketing campaigns, and collaborate with cross-functional teams to integrate data science insights into business strategies. It is essential for you to stay updated with industry trends and advancements in data science and AI. Key Responsibilities: - Develop and implement data-driven solutions for business growth - Lead and manage a team of data scientists - Design and ...

remote typeOn-site locationsGurugram, HR time typeFull time posted onPosted 3 Days Ago job requisition idREQ425313 Overseeing portfolio strategies to identify potential risk and opportunities aligned with clients long- and short- term business goals The position will be part of the team assisting real estate portfolio strategies of leading clients. The candidate will work with our clients as well as account leads to monitor and mitigate portfolio risk, enhance governance, provide consistency and efficiencies, while proactively building portfolio strategies to optimize portfolios and reduce costs Teamwork The candidate needs to work with account leads and local brokers to help our clients def...