7 Portfolio Analyst Jobs

Join us as a Portfolio Analyst You ll be accountable for the provision of investment planning and transformation portfolio design services by supporting all aspects of our portfolio management approach Working closely with the Portfolio Manager, you ll ensure that we continue to complete accurate monthly reporting and assurance activities required by our senior leaders You ll enjoy considerable variety as well as stakeholder engagement Were offering this role at associate vice president level What youll doWe ll look to you to lead activities in the development of the strategic investment portfolio, working closely with the Portfolio Manager and taking ownership of a calendar of events and ceremonies. Partnering with stakeholders, you ll review and help manage the approval process of financial business cases and you ll support all aspects of programme and project governance. You ll also: Develop components of the investment plan, ensuring it incorporates the budget, cost, and benefits forecast requirements for both current and future years and aligns to our strategic priorities Provide MI and analysis to identify recommendations that support the decision making around the resourcing and cost management of programmes Provide support in the provision of the rolling wave resourcing and financial plans Drive continuous improvement The skills youll need We re looking for someone with knowledge and experience of portfolio management theories, models, and practices including scaled Agile frameworks and Prince 2 methodologies. You ll also have experience of delivering portfolio analysis in a technology or IT environment. Along with a background in an Agile and DevOps environment, you ll have experience working with portfolio managers, release train managers, and product owners to conduct regular reviews of the investment portfolio and backlog, challenging the status quo, driving informed decision making about portfolio priorities, and ensuring risks are considered. In addition to this, you ll demonstrate: Proficiency in Excel and PowerPoint Highly analytical - able to analyse complex and voluminous data to reach robust conclusions Strong communication skills with the ability to challenge The ability to work with the delivery team and product owners at all levels Hours 45 Job Posting Closing Date: 26/05/2025

Join us as a Portfolio Analyst You ll be accountable for the provision of investment planning and transformation portfolio design services by supporting all aspects of our portfolio management approach Working closely with the Portfolio Manager, you ll ensure that we continue to complete accurate monthly reporting and assurance activities required by our senior leaders You ll enjoy considerable variety as well as stakeholder engagement Were offering this role at associate vice president level What youll doWe ll look to you to lead activities in the development of the strategic investment portfolio, working closely with the Portfolio Manager and taking ownership of a calendar of events and ceremonies. Partnering with stakeholders, you ll review and help manage the approval process of financial business cases and you ll support all aspects of programme and project governance. You ll also: Develop components of the investment plan, ensuring it incorporates the budget, cost, and benefits forecast requirements for both current and future years and aligns to our strategic priorities Provide MI and analysis to identify recommendations that support the decision making around the resourcing and cost management of programmes Provide support in the provision of the rolling wave resourcing and financial plans Drive continuous improvement The skills youll need We re looking for someone with knowledge and experience of portfolio management theories, models, and practices including scaled Agile frameworks and Prince 2 methodologies. You ll also have experience of delivering portfolio analysis in a technology or IT environment. Along with a background in an Agile and DevOps environment, you ll have experience working with portfolio managers, release train managers, and product owners to conduct regular reviews of the investment portfolio and backlog, challenging the status quo, driving informed decision making about portfolio priorities, and ensuring risks are considered. In addition to this, you ll demonstrate: Proficiency in Excel and PowerPoint Highly analytical - able to analyse complex and voluminous data to reach robust conclusions Strong communication skills with the ability to challenge The ability to work with the delivery team and product owners at all levels Hours 45 Job Posting Closing Date: 26/05/2025

Join us as a Portfolio Analyst You ll be accountable for the provision of investment planning and transformation portfolio design services by supporting all aspects of our portfolio management approach Working closely with the Portfolio Manager, you ll ensure that we continue to complete accurate monthly reporting and assurance activities required by our senior leaders You ll enjoy considerable variety as well as stakeholder engagement Were offering this role at associate vice president level What youll doWe ll look to you to lead activities in the development of the strategic investment portfolio, working closely with the Portfolio Manager and taking ownership of a calendar of events and ceremonies. Partnering with stakeholders, you ll review and help manage the approval process of financial business cases and you ll support all aspects of programme and project governance. You ll also: Develop components of the investment plan, ensuring it incorporates the budget, cost, and benefits forecast requirements for both current and future years and aligns to our strategic priorities Provide MI and analysis to identify recommendations that support the decision making around the resourcing and cost management of programmes Provide support in the provision of the rolling wave resourcing and financial plans Drive continuous improvement The skills youll need We re looking for someone with knowledge and experience of portfolio management theories, models, and practices including scaled Agile frameworks and Prince 2 methodologies. You ll also have experience of delivering portfolio analysis in a technology or IT environment. Along with a background in an Agile and DevOps environment, you ll have experience working with portfolio managers, release train managers, and product owners to conduct regular reviews of the investment portfolio and backlog, challenging the status quo, driving informed decision making about portfolio priorities, and ensuring risks are considered. In addition to this, you ll demonstrate: Proficiency in Excel and PowerPoint Highly analytical - able to analyse complex and voluminous data to reach robust conclusions Strong communication skills with the ability to challenge The ability to work with the delivery team and product owners at all levels Hours 45 Job Posting Closing Date: 26/05/2025

Job Description Job Title - Risk Portfolio Analyst, AS Location - Mumbai, India Role Description Market Risk Management (MRM) & Methodology provides an independent view of market risks to Deutsche Banks senior management and manages Deutsche Banks Market Risk position in an independent and neutral way. The Market Risk Analysis and Control (MRAC) function is responsible for the provision of all official market risk metrics and core analysis in support of risk management decision making, on behalf of the Market Risk Management department. The team has a global presence with staff located in London, New York, Berlin, Singapore, Mumbai and Bangalore. The team operates a business/asset class and risk metric aligned organizational matrix supported by central functions. The role is with the market risk portfolio team which is one of the central function teams. Portfolio Risk - Portfolio Risk provides a cross asset top-down view for senior management to understand the various market risks across the trading and banking landscape that DB Group is exposed to; including highlighting material risks whether they are driven by individual trades or caused by concentrations or market liquidity concerns. In collaboration with the Market Risk Managers the team designs the risk appetite and risk identification frameworks ensuring a consistent adoption of industry leading standards. The team works closely with Market Risk Managers covering all asset classes along with other key stakeholders across the enterprise. What we ll offer you As part of our flexible scheme, here are just some of the benefits that you ll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs. and above Your key responsibilities Identify the top and emerging risks each week, including sourcing the relevant information from other teams in MRAC and the business MRMs. Review and understand the market risk RWA, including staying abreast of the development of this metric. Perform deep dive analysis into concentrations of risk or emerging items of interest, providing high quality and accurate information / commentary at a level for senior management consumption. Coordinate across business aligned market risk teams to understand changes in risk and impacts on capital and risk management metrics (VaR). Support ad hoc queries from senior management, regulator, auditor etc on movements in risk and historical trends. Prepare daily / weekly reports with appropriate commentaries on risk changes. Support the analysis and communication of portfolio level topics to senior management and their committees. Develop necessary tools to facilitate more efficient analysis of risk. Your skills and experience University degree in Economics, Mathematics or other quantitative subject. 3-6 years experience in Market Risk within the Financial Market / Investment Banking industry (other relevant backgrounds e.g. Trading, Product Control, IPV will also be considered). In depth understanding of other Market Risk measurement techniques e.g. VaR, RNiV, Economic Capital, IRC, etc. Experience in implementation of FRTB (Fundamental Review of Trading Book) is a plus Conversant & interested in macroeconomic / geopolitical events, both current and historical A reliable team player with the motivation to work in a dynamic, international and diverse environment. Strong interpersonal skills and ability to build relationships across different stakeholder groups. MS Office proficient, especially Excel and PowerPoint. Python/ VBA / SQL skills would be advantageous. How we ll support you Training and development to help you excel in your career Coaching and support from experts in your team A culture of continuous learning to aid progression A range of flexible benefits that you can tailor to suit your needs

Join us as a Portfolio Analyst We re looking for a driven Portfolio Analyst to join our diverse team and take on a new challenge You ll be providing investment planning and transformation portfolio design services by supporting and leading aspects of the portfolio management approach It s a great chance to develop your existing portfolio skills and advance your career Were offering this role associate level What youll do You ll support with discrete activities in the development of the strategic investment portfolio, and partner with stakeholders to review and help manage the approval process of the financial business case. As a Portfolio Analyst, you ll be facilitating the programmes and associated projects to be effectively managed and governed. You ll also be accountable for the implementation of agreed regular progress reporting mechanisms for all projects and monitor routine progress of projects and assist in the preparation of the programme status or project highlight reports. You ll develop components of the investment plan, making sure it incorporates the budget requirements, cost and benefits forecast requirements for both current and future years and aligns to the strategic priorities Day-to-day, you ll be: Provide MI and stakeholder feedback to support regular reviews of the change portfolio to ensure that it remains aligned with business priorities and within risk and control appetites Produce, develop and maintain relevant, timely and accurate reporting to assist with the optimisation of the strategic investment plan Build, manage and maintain a positive working relationship with stakeholders across multiple franchises and functions and at different levels of hierarchy Manage the implementation of the architecture outcomes so that the design and delivered components are in line with the business architecture Apply portfolio, programme and project standard processes by understanding the development lifecycles and minimum mandatory requirements. As a Portfolio Analyst, you will be responsible for managing Project financials, Resource Management, Management Reporting, Communication and Business enablement . You will be required to produce periodic Management Information which supports management decision making. You will be responsible to support the Programme and Project governance Process & ensure Project teams comply with overall process methodology and standards (e.g. governance & reporting) . Good prior experience in a relevant role especially skilled in Data Management, Excel, Planview Management, Reporting, iProcurement, OTL, Cost Analysis and Financials. Implementing guidelines, procedures, and templates to collect and maintain consistent data, and providing hands-on delivery support to a project The skills youll need We re looking for someone with knowledge and experience of portfolio management theories, models and practices within an Agile and DevOps environment, including scaled Agile frameworks and Prince 2 methodologies. You ll need to have atleast 6 years of experience of applying portfolio management theories, models and practices. You ll also need: Experience of delivering portfolio analysis in a technology or IT function. Should be able to work independently Strong communication and interpersonal skills Advanced planning and organisational skills Knowledge of project types and the project lifecycle Experience of project support roles Expertise in tools such as MS Office Excel, Planview, Oracle, SharePoint, Teams

Portfolio Management SF- No-8961 Exp-1 3. 5Years Location Gurugram Shift Timing 12. 00PM-9. 30PM Work Mode-WFO Key Responsibilities: Update and maintain various valuation metrics and portfolio details for various real estate properties (existing or newly added) within the fund s portfolio. Responsible for updating and maintaining databases as well as various real estate and debt trackers as a part of the quarterly packages presented to various senior stakeholders. Develop maintain and enhance databases that include acquisition / disposition tracking, peer comparison, third party data and performance attribution on a regular cadence. Ensuring accurate Portfolio Management data is provided to the investor reporting team or the LPs as and when requested. Collaborating with various teams and accurately updating portfolio management to produce various investor materials such as fund s quarterly letters, marketing materials etc. Perform special projects and ad-hoc business case analyses determined by the needs of stakeholders. Undertake analysis to identify key trends and investigate unusual items and provide variance analysis, with explanations, to the stakeholders. Oversee co-ordination and submission of quarterly reporting with onshore and offshore teams ensuring the accuracy of the data. Continuously seek to create operational efficiencies and reporting enhancements. Ad-hoc projects in support of the firm s businesses/new initiatives. Maintain a consistent and strong focus on compliance and risk management. Essential Skills & Experience: Master s degree Major/Minor in Finance, Banking or Mathematics is a plus. Exceptional quantitative aptitude and skill set with a proficiency in Microsoft Office applications. Knowledge about concepts related to Real Estate, private equity and fund structures in general Ability to manage multiple priorities in a fast paced, fluid environment. Previous background within a valuation reporting or portfolio management role a plus CFA designation a plus Rigorous analytical mindset with a high level of intellectual curiosity and excellent problem-solving skills Acute focus on attention to detail, accuracy, and data validation Effective communication skills (listening, verbal, and written) Excellent interpersonal and teamwork skills Strong initiative, energy and confidence completing assignments with limited supervision. Portfolio Analyst

Job Description Job Title Portfolio Analyst, AS Location Mumbai, 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, unsecured asset class Institutional and Corporate Credit portfolio. SCL hedges the final hold positions using single name CDS and the issuance of CLOs referencing the underlying loan risk. Along with hedging the credit risk of loan book, CLOs also provide regulatory capital relief to the Bank. The CLO servicing team provides support to the SCL Securitization teams in New York, London and Frankfurt that originate and execute CLOs to facilitate the economic risk hedges required for its hedging / RWA relief mandate. Current notional of SCL s CLOs is c. EUR 38bn , including transactions that assist other Corporate Bank, Investment Bank and Private Bank business areas in managing their own hedging / RWA relief mandates. The investors in these transactions are some of the Bank s largest institutional clients including investment funds, pension funds and hedge funds as well as supranational institutions. The CLO servicing team currently has six members in Mumbai. We are expanding the team to hire two more people for supporting workstreams related to the issuance and servicing of CLOs which securitize the Bank s German consumer loans portfolio with the aim of generating regulatory capital relief for the Bank. What we ll offer you As part of our flexible scheme, here are just some of the benefits that you ll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs. and above Your key responsibilities Independently automating of existing manual tasks using Python/ excel vba Interpreting / analyzing/ working on large financial data sets Assist in CLO origination related tasks from portfolio construction, performing checks to ensure the portfolio complies with CLO documentation, preparing data/analysis requested by potential investors Monthly CLO replenishment/rebalancing activities, including verification of asset events, identifying data issues, verifying replenishment eligibility and selecting assets with the aim of optimizing RWA relief for the Bank Regular data quality checks to ensure accurate data for monthly CLO replenishments; working with relevant teams such as Technology and Loan Operations teams to identify and fix the root causes Deep dive investigations into unexplained or unclear asset activity, working with relevant cross-functional teams including Private Bank, Finance, Credit Risk Management, Technology and Loan Operations teams Development and modification of desk tools to assist in CLO origination, CLO replenishment and risk management analysis Review of CLO documentation and Simple, Transparent and Standardised (STS) criteria Calculation of note holder payments and co-ordination with Treasury, Finance and Paying Agents to ensure payments are correctly made to CLO Investors Preparation of Credit Event Notices in line with CLO documentation and working with external accountants to demonstrate CLO compliance to contractually documented terms & conditions CLO termination and redemptions tasks including informing relevant teams in Finance, Treasury and Paying Agents, and ensuring internal systems are updated Preparation of European Securities and Markets Authority (ESMA) Investor Disclosure templates Working on miscellaneous reports and ad-hoc analysis as requested by SCL management Your skills and experience Graduate / Postgraduate with 7-8 years of work experience (We are open to consider suitable candidates with lesser experience) Excellent Python/ vba skills and should be able automate tasks independently using Python/ vba Excellent excel skills including extensive use of formulas - comfortable in building ad-hoc excel based tools to assist in day-to-day tasks Should be comfortable in handling large financial data sets/excel files Prior work experience in securitization will be added advantage (but not must) Excellent communication skills and initiative to engage with other teams Strong attention to detail Demonstrable problem-solving ability, organized with an ability to manage multiple issues High degree of initiative but also the ability to raise problems immediately to the broader SCL team when necessary How we ll support you Training and development to help you excel in your career Coaching and support from experts in your team A culture of continuous learning to aid progression A range of flexible benefits that you can tailor to suit your needs About us and our teams Please visit our company website for further information https//www. db. com/company/company. htm We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.