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Position Title: Portfolio Analyst – Investments and Risk Function: Investments & Risk Oversight Level: Mid-Senior Level Location: Pune Job Purpose To provide high-level investment oversight and analytical support to senior investment leadership by reviewing portfolio composition, evaluating investment risk, supporting cross-functional projects, and developing strategic insights. This role is crucial in driving performance enhancement and ensuring robust risk management practices across investment portfolios. Key Responsibilities 1. Portfolio & Investment Risk Oversight Review portfolios and monitor investment team performance across asset classes. Prepare and present group-wide investment performance, risk, and exposure reports. Analyze risk factors including value-at-risk (VaR), interest rate sensitivity, duration metrics, and market volatility. Build dashboards, generate Bloomberg/Excel-based reports, and conduct in-depth quantitative analyses. Track non-financial and financial investment-related risks, maintaining consistent risk documentation. 2. Investment Policy & Framework Development Assist in evaluating and refining investment processes, research methodologies, and risk management frameworks. Provide insights into ESG portfolio development across investment verticals. Support integration of local regulatory updates and global best practices into investment strategies. 3. Strategic Projects & Deliverables Collaborate on group-wide investment projects as directed by senior leadership. Track action items and status of deliverables across multiple initiatives. Release monthly newsletters summarizing key market events, announcements, and regulatory updates. 4. Reports & Presentation Development Support preparation of board-level and Investment Committee reports. Create detailed presentations, whitepapers, and research-based documents for use in executive-level meetings. Independently handle the design and validation of recurring investment reports and analytical summaries. 5. Investment Administration Assist in the use and improvement of portfolio accounting, trading, and performance measurement tools. Identify and implement workflow automation opportunities for routine investment reporting. Maintain data hygiene and integrity across all investment systems. 6. Compliance and Brand Integrity Support practices that protect organizational assets and uphold professional credibility in all external and internal communication. Key Challenges Build strong working relationships with diverse investment teams and leadership. Efficiently manage multiple cross-functional projects with tight deadlines and complex deliverables. Stakeholder Interactions Internal: Investment teams, risk teams, finance, and support functions External: Data and benchmark service providers (e.g., market data platforms, financial analytics vendors) Skills & Qualifications Education MBA/CA or Master’s degree in Finance, Economics, Business, or Statistics CFA/FRM preferred or willingness to pursue certification Technical Skills Advanced Excel: Pivot tables, macros, VBA, graphs, and financial modeling PowerPoint: Strong graphical and visual presentation skills Bloomberg proficiency Familiarity with risk analytics software and programming skills (Python, R, SQL) is a plus Experience 10+ years in investment oversight, portfolio performance measurement, and/or risk analytics Strong grasp of equity and fixed income instruments, and capital market operations Working knowledge of stress testing, scenario analysis, and regulatory compliance Core Competencies High attention to detail and analytical accuracy Strong communication and business writing skills Ability to manage confidential data and work cross-functionally with senior stakeholders Proactive problem-solving, organizational skills, and multitasking across diverse projects Show more Show less
