311 Portfolio Analysis Jobs - Page 8

Investment, asset manager, real estate market in India. Drive the investments portfolio for REIT & Investment Trust Analyzing, structuring, negotiating, recommending and when approved, close new deals Undertake annual asset planning & performance

As a Collection Manager in the Auto Loan portfolio, your primary responsibilities will include overseeing the recovery of Bucket Collections and Loss on Sale. You will be leading a team of Collection Associates, ensuring sufficient manpower to meet portfolio coverage requirements as per CAPE norms. It will be your duty to guarantee 100% Mobile App usage among the team and maintain updated quality feedback and trails. A key focus will be on Non-starters and revenue collection, along with identifying asset deployment strategies and conducting meetings with delinquent customers. You will be responsible for initiating legal actions for critical cases and ensuring that asset repossession is carri...

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...

: 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...

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...

We are seeking a talented individual to join our investments team at Mercer. This role will be based in Gurgaon. This is a hybrid role that has a requirement of working at least three days a week in the office. Lead Specialist - Investments We are looking to hire a candidate in the Performance Reporting Team The role will be responsible for working closely with the Investment Consultants, to deliver comprehensive and accurate performance reports for pension clients and related support functions. This role will support analysis and research at every stage of the investment decision, risk management and investment monitoring process portfolio of clients. The role will focus on various aspects ...

Job Description-Risk and Internal Controls-KMPL Have excellent excel and power point skills to facilitate data analysis, preparation of score card and Risk Models and Portfolio analysis. Liaise with Business units/stakeholders to ensure adherence and in depth evaluation of business process, system, industry standards and identify risks and recommend solutions Monitoring actionable as per regulatory/policy and framework requirement Monitoring if policies and processes are followed by every department and review control points and trackers. Closely monitor TAT of allocated activities as per process. To closely review and work with different Audit team members and ensure timely closure of requi...

? Position: AVP Wealth Management ???? Location: Andheri, Mumbai ???? Experience Required: 5 to 8 Years ???? Qualification: MBA (Finance / Business / Economics). CFA/FRM/CAIA preferred ???? Department: GIX-GBA Budget is 25 LPA Summary: This is a finance research + strategy + data analysis role for someone who understands how rich people invest their money through big banks and wants to turn that into insightful reports and forecasts for business decisions. ? What Were Looking For: 58 years of experience in financial research, analytics, or WM benchmarking Solid understanding of Private Banking, Asset Management, and Portfolio Analysis Strong skills in Excel (Advanced) , PowerPoint , and data...

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, ...