228 Portfolio Analysis Jobs - Page 7

As an individual working under general direction, you will be responsible for independently performing routine and intermediate recurring procedures, analysis, and report preparation to support the lifecycle of investments in a global infrastructure. Your role will involve identifying and resolving problems following established guidelines, as well as escalating complex issues to senior team members. Additionally, you will conduct special analyses and/or studies and be accountable for account reconciliation, reporting, transaction management, portfolio analysis and reporting, compliance, data and/or trade support activities. Your contribution will support global investment initiatives throug...

Stock Broking Company Location: Kolkata Salary:- Upto 30 Lacs/ Annum JD- Develop equity investment strategies Conduct research and financial analysis of listed companies. Monitor market movements Generate regular portfolio performance reports Required Candidate profile Graduate/ Postgraduate in Finance/ Economics/ or related field Min. 5–7 years of exp. in equity research or portfolio/fund management CALL:-- Namrata- 8910291069 Arijit- 9748042221 Benchmark Global

As a global leader in assurance, tax, transaction and advisory services, we hire and develop the most passionate people in their field to help build a better working world. This starts with a culture that believes in giving you the training, opportunities and creative freedom. At EY, we don't just focus on who you are now, but who you can become. We believe that its your career and Its yours to build which means potential here is limitless and we'll provide you with motivating and fulfilling experiences throughout your career to help you on the path to becoming your best professional self. The opportunity: Quantitative Analysis : EY Consulting is building a better working world by transformi...

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. ...

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...

As an Investment Operations Analyst, you will perform routine and intermediate procedures, analysis, and report preparation to support the lifecycle of investments in global infrastructure. You will independently identify and resolve problems, following established guidelines, and escalate complex issues to senior team members. Additionally, you will conduct special analyses and studies, focusing on account reconciliation, reporting, transaction management, portfolio analysis, compliance, data support activities, and trade support activities. Your role will involve supporting global investment initiatives through participation in projects, process reviews, and system enhancements. To be succ...

The position of Associate/Analyst (Wealth Management) at Neo Group involves being an invaluable member of the Wealth Management Team, responsible for providing accurate analytics. You should have a solid understanding of markets and various asset classes. It is essential to be eager to learn and enhance your skill set continuously, willing to meet deadlines promptly. Your responsibilities will include engaging in multi-asset class research, using fundamental analysis and valuation models. You will assist in composing and maintaining model investment portfolios, conducting detailed client-level portfolio analysis, and preparing insightful reports. This analysis involves benchmarking progress ...

We are seeking self-motivated and analytically driven professionals to join our Risk Analytics team. The ideal candidate to have a strong background in Credit Risk or Portfolio Risk Management , with the ability to derive actionable insights through robust data analysis. You will work closely with cross-functional teams and contribute toward maintaining and improving portfolio quality across lending products. Key Responsibilities Develop insights and recommendations to support business decisions and risk mitigation strategies Contribute to Expected Credit Loss (ECL) modeling, loss forecasting, and stress testing exercises Evaluate Early Warning Signal (EWS) frameworks using internal and exte...

Portfolio Management New client acquisition Financial Planning & Advisory services Manage client portfolios - insurance, mutual funds, hedge funds, real estate & fixed income Preferred- AFP / CFP / NISM XA – XB Contact (WHATSAP ONLY) - 9176975879

Under general direction, independently perform routine & intermediate recurring procedures, analysis, and report preparation to support the lifecycle of investments in a global infrastructure Identify and resolve problems following established guidelines; raise complex problems or issue to senior team members Conduct special analyses and/or studies Responsible for account reconciliation, reporting, transaction management, portfolio analysis and reporting, compliance, data and/or trade support activities Support global investment initiatives through participation in projects, process reviews and/or system enhancements Qualifications At least 15 years of formal education preferably in Finance/...

Responsibilities: * Conduct portfolio analysis using investment strategies * Manage client relationships through effective communication * Collaborate with wealth management team on mutual fund solutions

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 (Format, screen,...

KEY ACCOUNTABILITIES As a performance analyst, you will be focused on ensuring the accurate and timely delivery of investment performance and analytical reporting for various stakeholders that include Portfolio Managers, Client Groups (Sales and Marketing) and Senior Management. Review performance and portfolio analytics for use in client reports Attend to queries on fund and/or benchmark returns, asset returns or attribution results. Attend to requests from fund managers, client portfolio managers, sales & marketing on performance and attribution Produce peer fund comparison analysis based on Morningstar Direct Provide support to the Transition team and the Sales team for all transition act...

) To spearhead activation and servicing for demat holdings in the given Region Zone Cluster 2) Support target fulfilment for MF Net Equalized Sales Lumpsum, PMS Net Sales and AIF Net Sales of the Region Zone Cluster is achieved through existing external Assets of Super Investor clients by aiding a team of Investment Specialist (IS), Sr. Investment Specialist (Sr. IS) and Virtual Investment (V. IS) who are responsible for asset gathering and generating the overall revenue of the segment through the existing and acquired Super Investor customer base. 3) Bring in fresh assets into MF, PMS and AIF through in-depth portfolio reviews of the clients. Provide research updates to team members and Sup...

) To spearhead activation and servicing for demat holdings in the given Region Zone Cluster 2) Support target fulfilment for MF Net Equalized Sales Lumpsum, PMS Net Sales and AIF Net Sales of the Region Zone Cluster is achieved through existing external Assets of Super Investor clients by aiding a team of Investment Specialist (IS), Sr. Investment Specialist (Sr. IS) and Virtual Investment (V. IS) who are responsible for asset gathering and generating the overall revenue of the segment through the existing and acquired Super Investor customer base. 3) Bring in fresh assets into MF, PMS and AIF through in-depth portfolio reviews of the clients. Provide research updates to team members and Sup...

) To spearhead activation and servicing for demat holdings in the given Region Zone Cluster 2) Support target fulfilment for MF Net Equalized Sales Lumpsum, PMS Net Sales and AIF Net Sales of the Region Zone Cluster is achieved through existing external Assets of Super Investor clients by aiding a team of Investment Specialist (IS), Sr. Investment Specialist (Sr. IS) and Virtual Investment (V. IS) who are responsible for asset gathering and generating the overall revenue of the segment through the existing and acquired Super Investor customer base. 3) Bring in fresh assets into MF, PMS and AIF through in-depth portfolio reviews of the clients. Provide research updates to team members and Sup...

ESSENTIAL DUTIES AND RESPONSIBILITIES The Consulting & Valuation Group (C&V) of CBRE is a specialized Advisory and Valuation practice that undertakes assignments across a wide variety of real estate asset classes and works for a broad spectrum of private and public-sector clients. C&Vs diverse portfolio of services includes: Market Research exercises (mix of desktop as well as primary research), coupled with analysis & interpretation of the collated intelligence Business Plans, Feasibility Analyses, Market Analyses, Techno-Economic Viability Studies, Due Diligence Exercises, Entry / Location Strategies, Portfolio Optimization, etc. Specialized studies such as retail zoning & tenancy mapping,...

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 understandi...

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 ...

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 instrument...

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: A...

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/ana...

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. Qual...