228 Portfolio Analysis Jobs - Page 8

: 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, u...

: 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 ...

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 Seni...

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

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 science...

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)...

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, an...

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 & ex...

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 ski...

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 Existi...

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 committe...

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 ...

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 Mathemati...

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 Coord...

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...

About The Role : Responsibilities We are looking for a candidate with FactSet experience who will assist in the implementation and later the smooth running of the FactSet process. This process will be Wipro Credit and Insurance primary performance and risk analytics solution. Initial work will be focused on ensuring the daily data load and output received is accurate and timely. This will involve data validation across asset types and recommending solutions to fix any observed issues. Once we have implemented, the role will be focused on the smooth running of the daily process. I have included below some typical responsibilities of the role. Experience with FactSets Portfolio Analysis tool t...

JOB PURPOSE To assist the President-Investments to ensure that a consistent, high level of Investment oversight and management support is maintained, by helping him with management and oversight of the Investment teams, reviewing portfolio composition and performance, and Investment risk, supporting him in the production of reports and presentations, in developing strategies to improve overall performance and Investment risk management of the various teams and for his decisions about staffing plans/product mix PRINCIPAL ACCOUNTABILITIES Portfolio and Investment risk Oversight Review portfolios and performance of the Investment teams. Help with data required for improving Investment performan...

Key Responsibilities: Fund Structuring & Management: Design and manage real estate investment funds (AIFs, SPVs, REITs) tailored to Ridhira's resort and wellness-driven real estate assets. Oversee fund governance, reporting, and compliance in line with SEBI regulations and industry best practices. Drive capital deployment strategies aligned with project timelines and ROI expectations. Capital Markets & Fundraising: Lead capital raising efforts targeting domestic and international investors (HNIs, family offices, institutional funds, NBFCs). Build and manage investor relations, presenting fund performance and investment opportunities. Prepare and pitch investment decks, financial models, and ...

Skill required: Asset Management - Asset Portfolio Analysis Designation: Capital Markets Operations Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years What would you do? Applied Technology & Operations for Markets (ATOM) is a multi-client processing on-demand service platform. A trade processing service for the trading and treasury entities of our clients that they can plug onto – in parts or entirely – while focusing their efforts on what differentiates them on the market. ATOM BPaaS leverages cloud hosted architectures to deliver high quality run and change services. It integrates infrastructure and IT management services with business processes execution supported ...

Role Overview: We are seeking an expert instructor to demystify the intricacies of financial markets, products, risk management, and the regulatory environment. This role requires comprehensive knowledge of financial instruments, market dynamics, valuation models, risk assessment methodologies, and global financial regulations. You will prepare students to navigate and contribute to the complex world of modern finance. Key Responsibilities: Deliver live, highly interactive online classes covering a broad range of financial topics, including market microstructure, derivatives pricing, portfolio analytics, and risk management frameworks. Explain complex concepts such as Black-Scholes, structur...

Current Role and Responsibilities: Portfolio Analysis for various Parameters and Key Indicators like Claims Analysis Retention Steering Portfolio into right direction Industry Benchmarking Trend Analysis Cost Saving Analysis Prediction Models for Claims Database management Work with All Stakeholders to streamline data sources for business use and analysis Pull and integrate data from diversified sources; evaluate and pre-process raw information Help in improvement of record keeping systems with procedures, checks and balances Collaborate with management and internal teams to implement and evaluate improvements Required Skills Experience in data analysis and visualization methods Experience: ...

Plan, manage, implement proper Financial Discipline in the organization. Own financial models, cash flow forecasts, and revenue projections Track key metrics, P&L, and unit economics across business lines Monitor spend vs. plan and provide actionable insights Analyze campaign ROI, product margins, and pricing structures Build reports for investors, internal stakeholders, and partners Support scenario planning and growth strategy with data Manage cash flow effectively to ensure optimal utilization of funds Explore and implement strategies to improve working capital efficiency

Manage investment portfolios for clients, ensuring alignment with their financial goals. Conduct market research to inform investment decisions. Monitor portfolio performance and adjust strategies as needed. .