228 Portfolio Analysis Jobs - Page 5

Job Title: Regional Portfolio Manager Collections Location: Pune, Chennai & Jaipur| 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. Co...

Performance and Attribution Analyst 2+ years - Pune / Mumbai Summary We are looking for a detail-oriented and analytical professional to join the Performance and Attribution team. This role involves delivering timely and accurate investment performance reports, conducting portfolio analysis, and responding to performance-related queries across asset classes and strategies. If you have a passion for data accuracy, investment analytics, and working in a dynamic environment, this opportunity is ideal for you. Location Pune / Mumbai Your Future Employer – A globally recognized financial analytics and advisory firm, known for its deep expertise in investment research, risk advisory, and data-driv...

•Review & analyze pitch decks, business plans, financial models •Perform SWOT analysis •Attend meetings with promoters, founders, other investors •Conduct Industry, Competitive & Market research •Monitor portfolio performance, track KPIs, reporting Required Candidate profile •Strong financial modelling, business analysis capabilities •Engage confidently with senior entrepreneurs/promoters •Excellent communication, presentation skills •Proactive,entrepreneurial,independent

Role & responsibilities Job Description - Commercial Banking portfolio management. Experience - 3 year to 8years . Looking for candidates who can join in 1 month Please share your cv at surbhi.malhotra@nlbtech.com 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 using various third-party applications and compare performance of borrowing entity aga...

The Lead, Value Management provides transparency into the achievement of CMEs targeted outcomes and value creation across the Product Operating Model and enables the move to data-driven decision-making. Value Management focuses on defining, measuring and analyzing performance of portfolios, developing data models, dashboards, implementing tools and technologies to support portfolio analysis and supporting portfolios with forecasting and value realization planning. This team is required to provide timely information to drive data driven decisions and transparency of performance and delivery which are essential to support Portfolio operations. Principal Accountabilities Work with Senior stakeh...

Role & responsibilities Credit Risk monitoring Portfolio analysis Client profiling Understand market & credit risk Experience of LAS risk monitoring & underwriting Review, modify, draft policies and processes, based on requirement, regulatory guidelines etc. Publishing of approved list of securities and applicable haircuts, based on detailed review of various scrips, performance Proactive monitoring of portfolio, identify early warning signs and take action to ensure nil delinquency in the book. Preferred candidate profile Graduation is a must Excellent oral and written comm skills Good at excel & word Good in writing proposals Adequate knowledge and expertise in LAS for underwriting, policy...

We are seeking a highly skilled Manager/Assistant Manager - Data Science to join our team in Mumbai. The ideal candidate will have expertise in Data Science, Machine Learning, Time Series Forecasting, Digital Marketing Analytics, Traffic Analysis, Portfolio Analysis, Campaign Optimization, and Model Deployment. Responsibilities Develop and implement data-driven solutions to drive business growth and improvement Lead and manage a team of data scientists to achieve project goals and objectives Design and deploy machine learning models to solve complex business problems Conduct time series forecasting and predictive analytics to inform business decisions Analyze and optimize digital marketing c...

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...

Location: Remote (US time zone hours) Company: A leading global investment and advisory firm specializing in commercial real estate About the Role We are seeking a motivated Commercial Real Estate Analyst to join our investment team. The role involves financial modeling, market research, due diligence, and portfolio analysis for commercial assets across office, retail, industrial, and mixed-use sectors. This position requires candidates to work in alignment with US time zone hours . Key Responsibilities Develop and maintain financial models (DCF, IRR, NPV, scenario analysis) for potential acquisitions and investments. Conduct market and sector research to identify commercial real estate tren...

Role Overview Establish broker relationships and generate consistent business aligned with the budgeted product mix. Generate Commercial Lines business from brokers and direct clients. Manage broker relationships and handle direct clients. Maintain quote sheets and update conversion details. Handle underwriting servicing issues and queries raised by brokers and corporate clients. Conduct portfolio reviews and analysis, prepare presentations on findings, and suggest covers for optimum risk management. Qualifications Bachelor's Degree

Shift: You will work from 7.30 am to 4.30 pm. Responsibilities: - Understanding financial planning concepts, superannuation, pension, investment, and insurance laws and terminologies. - Creating high-quality Statement of Advice documents with advisor recommendations and client details. - Generating cash, superannuation, pension, and investment projections. - Preparing comparisons for various superannuation, insurance, pension, and investment products. - Gathering client data and product information. - Documenting reports and correspondence. - Conducting financial calculations and cashflow projections for different scenarios. - Obtaining necessary information for completing financial plans. -...

ABOUT FACTSET FactSet creates flexible, open data and software solutions for over 162,000 investment professionals around the world, providing instant anytime, anywhere access to financial data and analytics that investors use to make crucial decisions. For over 40 years, through market changes and technological progress, our focus has always been to provide exceptional client service. From more than 37 offices in 20 countries, we're all working together toward the goal of creating value for our clients, and we're proud that 90% of clients who use FactSet continue to use it, year after year. PROCESS BRIEF/ SUB-PROCESS BRIEF FactSet's Product Development department is responsible for implemen...

As a Portfolio Monitoring Specialist, your primary responsibility will be to monitor the portfolio on an ongoing basis while strictly adhering to the Credit Monitoring Policy. This includes conducting regular monitoring of the portfolio, organizing Credit Monitoring Committee Meetings, and reporting actionable insights to various authorities. You will be required to constantly monitor events related to borrower accounts and conduct annual reviews of accounts. Additionally, you will be responsible for appointments and maintenance of Vendors such as Lenders Independent engineer, Lenders Legal counsel, and Lenders insurance consultant. Your role will involve identifying stress accounts and reco...

Description The Senior Associate, Investment Product Manager, will be responsible for developing and managing investment products within the Consumer Banking Group. This role requires a strategic thinker who can analyze market trends and client needs to create innovative financial solutions. Responsibilities Develop and manage investment product strategies for the consumer banking segment. Conduct market research and analysis to identify new product opportunities. Collaborate with cross-functional teams to design and implement product features. Monitor product performance and make recommendations for enhancements. Prepare presentations and reports for stakeholders on product performance and ...

As the Risk Manager for the company's mortgage portfolio, your primary responsibility will be to manage the risk dynamics effectively by implementing proactive mitigation actions. You will play a crucial role in maintaining the balance between risk and reward for the mortgage portfolio through strategic decision-making and policy development. Your key tasks will include writing and modifying credit policies, product parameters, and processes to establish comprehensive lending guidelines. Additionally, you will be responsible for formulating acquisition and portfolio policies, conducting in-depth analysis to optimize risk and reward trade-offs, and fine-tuning acquisition strategies. Monitori...

The Policy Manager in Retail Banking's Business Intelligence Unit/Central Operations is responsible for developing and implementing policies for secured and unsecured products. You will be required to provide training to underwriters on new policies and ensure their successful execution. Additionally, you will conduct monthly presentations to senior management to report on the portfolio's health. Your key responsibilities will include: - Developing and implementing loan policies for secured/unsecured products - Ensuring seamless system integration/enhancements for policy implementation - Providing proper training to underwriting units on new policies - Managing the portfolio through monthly ...

We are looking for someone who has a good understanding of investment products in the wealth space and various asset classes. You should possess strong analytical skills to work on large data and derive meaningful insights, as well as evaluate various product ideas for presentation. It is essential to have good communication and interpersonal skills, be approachable, and maintain good rapport with all stakeholders. Proficiency in Microsoft Office, especially advanced Excel and presentation skills, is a must. You will need to comply with internal compliances and follow the best practices of the industry and code of conduct. Qualification required for this role includes an MBA in Finance, CA, ...

Job Requirements Job Title Policy Manager Business Unit - Retail Banking Function Business Intelligence Unit/Central Operations Job Purpose The role bearer has the responsibility to prepare and implement policies for secured and unsecured products. The role bearer is expected to provide training to underwriters in terms of new policies provided and ensuring its flawless execution. The role bearer has to conduct monthly presentation to senior management about the health of the portfolio. Responsibilities Roles & Responsibilities: Develop and implement of loan policies for secured / unsecured products Make sure flawless system integration/enhancements for implementation of policies Ensure prop...

The Firmwide Risk Reporting and Middle Office (RRMO) team, a part of Corporate Risk Management, is responsible for producing internal and external reports and analysis essential for managing risk in dynamic market conditions. Additionally, the team supports regulatory requirements related to Data Aggregation and Risk Reporting, and ensures the implementation of controls to assess the quality of risk data. Within RRMO, the Wholesale Credit Risk Reporting team (WCRR) plays a crucial role in delivering comprehensive, timely, accurate, and valuable data concerning credit risk originating from the Firm's wholesale lines of businesses. WCRR collaborates with key stakeholders such as the Firmwide C...

Are you prepared to have a significant impact on the world of wealth management Join our International Consumer Bank Advisor Support team in India and be part of a dynamic environment where your skills and passion will drive innovation and bolster our global sales organization. We provide unparalleled opportunities for career advancement in a collaborative setting where you can excel and contribute to meaningful projects. As a Solutions Assistant within the International Consumer Bank Advisor Support India team, you will function as an extension of the London-based Wealth Services team. Your role will be pivotal in supporting client advisors throughout the sales life cycle, from prospecting ...

You will be responsible for providing Project Portfolio reports to facilitate decision-making and prioritize the project portfolio. You will own the cross-functional project plans within the Project Management tools, ensuring proper project management and oversight by major stakeholders. This includes creating portfolio reports with necessary information such as resource forecasts and historical portfolio trends. Additionally, you will oversee and review resource forecasting for the project portfolio, maintaining accurate and up-to-date information and establishing governance processes for monitoring forecast accuracy. You will also be accountable for developing and implementing project plan...

About Credit Saison India Established in 2019, Credit Saison India (CS India) is one of the fastest-growing Non-Bank Financial Company (NBFC) lenders in the country. With verticals in wholesale, direct lending, and tech-enabled partnerships with Non-Bank Financial Companies (NBFCs) and fintechs, CS India's tech-enabled model and underwriting capability facilitate lending at scale, addressing India's significant credit gap, particularly in underserved and underpenetrated segments of the population. Committed to long-term growth and evolution in the Indian market, Credit Saison India caters to MSMEs, households, individuals, and more. Registered with the Reserve Bank of India (RBI) and boastin...

Roles and Responsibilities Review and Analysis of historical loan data to understand the pattern from default point of view Experience in NBFC /Housing Loan or Wheels risk underwriting and Risk Monitoring. Should have experience either in Housing loan/ wheels or NBFC product. Experience in Process/ Policy drafting. Apply statistical tool to analyse the pattern and come with detailed assessment Review and Prepare risk dashboard for management which shows all important risk parameters Develop rating model/scorecard for various retail and corporate loans based on historical data . Coordinate with various stakeholder for the rating model implementation Prepare and maintain database of loan produ...

Role & responsibilities Acquire & deepen accounts of Trusts, Associations, Societies, Clubs, Religious Institutions, and Educational Institutions etc with a focus on quality of accounts Identify prospective customers & convert them into real business opportunities Deepen existing portfolio to ensure customer stickiness Meeting targets to achieve the annual business goals Periodical planning to review the under-performing customers & draw an action plan for improvement Assess & evaluate the client needs & generate new revenue through cross sell opportunities Customer Relationship Management for efficient servicing & superior products Conduct marketing events & conferences for the new customer...

Role & responsibilities Job Description - Commercial Banking portfolio management. Experience - 3 year to 8years . Looking for candidates who can join in 1 month Please share your cv at surbhi.malhotra@nlbtech.com -Evaluate financial performance of companies /borrower / guarantor / commercial real estate asset class based on a variety of factors including past and current performance, management projections and market changes over the period. -This would include review of various financial statements, such as balance sheet, income statement, cash flows, and statement of changes in equity. - Perform market research using various third-party applications and compare performance of borrowing en...