18 Portfolio Analytics Jobs

As an Associate in the Infrastructure Debt Product Management and Investor Relations team at Ares, you will play a crucial role in supporting Product Specialists and contributing to the growth and success of the Infrastructure Debt Group (IDF). You will have the opportunity to work closely with a dynamic team and gain exposure to various aspects of the Infrastructure Debt fundraising and client reporting process. Your responsibilities will include assisting in the creation of client reporting materials, updating market and fund-specific data, and providing portfolio analytics on a regular basis. Your primary focus will be on collaborating with the team to produce monthly, quarterly, and year-end fund reporting materials, as well as responding to ad-hoc investor requests. You will contribute to maintaining the Ares IDF investment track record, performing analytics, and updating client marketing and fund materials as needed. Additionally, you will work closely with internal subject matter experts across different departments within the firm to ensure data integrity, troubleshoot issues, and enhance communication channels. To excel in this role, you must possess exceptional attention to detail, strong communication skills, and the ability to prioritize tasks effectively. You should be a self-starter with a proactive approach to problem-solving and demonstrate proficiency in Microsoft Word, PowerPoint, Excel, Excel VBA, and Outlook. With 3-5 years of relevant work experience in fields such as investment banking, asset management, alternative investments, or private equity investor relations, you will bring valuable insights and expertise to the team. This is an exciting opportunity for a motivated individual who thrives in a fast-paced environment and is eager to contribute to the success of a leading infrastructure debt market player. If you are looking to join a dynamic team and grow your career within the industry, we invite you to apply for this position at Ares. Applications will be accepted on an ongoing basis until the search is no longer active.,

ZS is a place where passion changes lives. As a management consulting and technology firm focused on improving life and how we live it, our most valuable asset is our people. Here you'll work side-by-side with a powerful collective of thinkers and experts shaping life-changing solutions for patients, caregivers, and consumers worldwide. ZSers drive impact by bringing a client-first mentality to each and every engagement. We partner collaboratively with our clients to develop custom solutions and technology products that create value and deliver company results across critical areas of their business. Bring your curiosity for learning, bold ideas, courage, and passion to drive life-changing impact to ZS. At ZS, we honor the visible and invisible elements of our identities, personal experiences, and belief systems - the ones that comprise us as individuals, shape who we are, and make us unique. We believe your personal interests, identities, and desire to learn are part of your success here. Learn more about our diversity, equity, and inclusion efforts and the networks ZS supports to assist our ZSers in cultivating community spaces, obtaining the resources they need to thrive, and sharing the messages they are passionate about. The ZS Data Office and Strategy team has two pillars. First, The ZS Data Office is dedicated to shepherding ZS Data Strategy. We work collaboratively with Clients and the Client Service Teams, Practice Areas, Expertise Centers, and Enterprise stakeholders to help drive growth and value through the compliant use of data. We build relationships and partnerships with a wide range of data providers to enable ZS access and use of the data in innovative offerings and services. Second, we advise clients on all matters related to Data Strategy. With the explosion of healthcare data and new applications, Data Strategy has emerged as a key strategic initiative for many Life Science companies. The team advises clients on data operating models, data governance, data sourcing and generation, data management, value creation, and data compliance. The Data Office Director, based in Noida (India), will oversee a local team of 10-15 people providing data advisory services to our Client Service Teams and Practice Areas. Using an in-depth understanding of the healthcare data landscape, existing data partnerships, and internal processes, he/she will lead the team in advising ZS stakeholders on the potential data options to support ZS clients and internal projects while ensuring the compliant use of data. He/she will also help deliver world-class solutions that address the development of data strategies to optimize data governance and operation, data sourcing strategy, process design, value creation and portfolio analytics, and more. This individual will have high visibility within the firm and work collaboratively with the rest of the Data Strategy team located in North and South America, Europe, as well as various practice areas. Maintain an in-depth understanding and expertise in the global healthcare data landscape, including key data assets available at ZS and through our partnerships with data vendors. Collaborate closely with ZS practices and client service team leaders to identify data needs, advise on viable data partners, determine engagement models with data partners, and related activities that contribute to the development of new ZS offerings, assets, and solutions that leverage data. Work collaboratively with the team to maintain positive relationships with data partners. Serve as a Subject Matter Expert to support teams in practice area innovation, client project proposals, client discussions, thought leadership, etc., where data expertise is needed. Partner with ZS leaders and client teams to sell and deliver Data Strategy projects for Life Science clients, including project scoping, approach definition, project management and execution, communication, people management. Define and build long-term Data Strategy assets and offerings (new capabilities, frameworks, processes, and tools); and author thought leadership content. Expand awareness, knowledge, and usage of data partnerships within the firm; communicate use cases, facilitate training, create thought leadership documents, etc. Manage and collaborate with an extended team of diverse skill sets (knowledge management, technologists, business operations, etc.). Lead, hire, and develop local team members, setting and meeting high expectations, ensuring constant skill development. Partner with the Senior Leadership team and oversee local project management i.e., Project planning, staffing management, people growth, etc. Mentor/coach junior members in the team. Adhere and supervise team members" adherence to compliance standards in all activities. Bachelor's or master's with a quantitative focus such as Life Science, Physics, Business, Analytics with strong academic performance. 10+ years of relevant job experience; prior experience in Data Strategy and Life Sciences, working with consultancy firms, life science companies, or healthcare data providers preferred. Knowledge of healthcare data and experience of its practical applications (e.g., patient-level EHR, claims, omics, data and experience with RWD/RWE projects or omics data) preferred. Empathy, adaptability, and high personal impact, with the ability to develop and maintain senior relationships; Executive level oral and written communication skills. Demonstrated ability to lead a team with consistently high standards, grow people, and collaborate successfully across geographies. Ability to translate unstructured problems into actionable processes and approaches, and ensure execution by others. Self-starter, with high motivation, maturity and personal initiative. Discipline for planning and organizing tasks for self and the team; managing competing priorities, in a fast-paced context. ZS offers a comprehensive total rewards package including health and well-being, financial planning, annual leave, personal growth, and professional development. Our robust skills development programs, multiple career progression options and internal mobility paths, and collaborative culture empower you to thrive as an individual and global team member. We are committed to giving our employees a flexible and connected way of working. A flexible and connected ZS allows us to combine work from home and on-site presence at clients/ZS offices for the majority of our week. The magic of ZS culture and innovation thrives in both planned and spontaneous face-to-face connections. Travel is a requirement at ZS for client-facing ZSers; business needs of your project and client are the priority. While some projects may be local, all client-facing ZSers should be prepared to travel as needed. Travel provides opportunities to strengthen client relationships, gain diverse experiences, and enhance professional growth by working in different environments and cultures. At ZS, we're building a diverse and inclusive company where people bring their passions to inspire life-changing impact and deliver better outcomes for all. We are most interested in finding the best candidate for the job and recognize the value that candidates with all backgrounds, including non-traditional ones, bring. If you are interested in joining us, we encourage you to apply even if you don't meet 100% of the requirements listed above. ZS is an equal opportunity employer and is committed to providing equal employment and advancement opportunities without regard to any class protected by applicable law. Candidates must possess or be able to obtain work authorization for their intended country of employment. An online application, including a cover letter, is required to be considered. NO AGENCY CALLS, PLEASE. Find Out More At: www.zs.com,

You will be joining Loan Management in Bengaluru as an Analyst supporting the US mortgage desk within the Global Banking & Markets Division at Goldman Sachs. Your primary role will involve acting as an Asset Manager, responsible for various Asset Management functions related to Warehouse Lending positions. This includes tasks such as deal/legal document review, portfolio performance monitoring, deal covenant monitoring, reporting, market research, and deal onboarding to internal systems. You will collaborate with US counterparts in Pre/Post close discussions with the Trading Desk and Clients to understand business needs and gather information for Asset Management functions. The ideal candidate should have a strong understanding of structured finance asset classes, specifically on the residential and consumer sides. Your key responsibilities will encompass managing warehouse facilities, assisting in negotiating loan terms and documents, interpreting legal documents, translating complex loan documentation into models for analysis and reporting, ensuring collateral data adequacy, monitoring covenants and portfolio trends, maintaining data integrity within internal systems, managing client relationships, participating in process improvement projects, developing reporting solutions, monitoring internal dashboards, and communicating results to various business groups. To qualify for this role, you should have relevant experience in Mortgages or Consumer Portfolio / Collateral Analytics / Asset Management, a strong academic background in Finance, business, or accounting, excellent communication skills, solid analytical and logical mindset, technical skills including SQL and RDBMS Databases, project management skills, commercial focus, ability to work under tight deadlines, prioritize workload, work independently, and interact effectively with stakeholders. Goldman Sachs is a global investment banking, securities, and investment management firm committed to fostering diversity and inclusion. As a part of the team, you will have access to various opportunities for professional and personal growth, including training, development programs, networks, benefits, wellness programs, and more. The firm is dedicated to providing reasonable accommodations for candidates with special needs or disabilities during the recruiting process.,

As a member of Millenniums Global Risk Management Department, you will be part of a team responsible for identifying, measuring, monitoring, managing, and reporting on the risks associated with Millennium portfolios. Our Risk Management organization is tailored to the size, nature, and complexity of the firm's trading activities. We are currently seeking an inquisitive Risk Modeler to join us. In this role, you will play a crucial part in developing and maintaining the quantitative frameworks utilized by our portfolio managers and senior management teams. Your primary responsibilities will include developing and maintaining robust frameworks for factor modeling and risk measurements, with a strong focus on utilizing these models for portfolio optimization and risk and attribution analysis. Additionally, you will contribute to the creation and optimization of our quantitative framework by collaborating with technology, risk, portfolio, and business managers. You will also work closely with the Technology department to ensure the seamless transition of quantitative models into production environments, emphasizing accuracy and efficiency in day-to-day workflows. Furthermore, you will lead research into and implementation of various quantitative models, including factor models and complex risk assessments. To qualify for this role, you should have a degree in a quantitative major such as statistics, mathematics, or engineering. Professional experience of 1-4 years in a quantitative role within a financial organization or an advanced degree in a quantitative field is preferred. Strong programming skills are essential, with prior experience in Python (Polars and/or Pandas) or SQL. Proficiency in at least one compiled and statically typed language is advantageous, as is demonstrated programming ability on public repositories like GitHub. Previous experience in Equity Factor Risk modeling, quantitative models, and portfolio analytics is required. Familiarity with fundamental equity factor models such as MSCI/Barra, Axioma, or Bloomberg is highly desirable. Additionally, traits such as a sense of responsibility and integrity, intellectual curiosity, initiative, the ability to work independently, and effective ambiguity management are key for success in this role. If you are passionate about quantitative finance, portfolio management, and applied statistics, we encourage you to apply and be a part of our dynamic team.,

Job Summary Working knowledge of operations and end-to-end workflows across the asset classes Ability to assist and stay abreast of all front office operational issues Investigate, research, and resolve any issues that may have incurred within the reporting period for daily, weekly, monthly, and quarterly reporting Validate completeness and accuracy of data in various data/reports as allocated by front office/fund managers Accurately process all the BAU requests and client instructions/requests within the established time frames Compile data and supporting documentation for internal external audits, reviews and compliance requirements Transaction processing and ad-hoc tasks as allocated by front office teams Support and provide valuable inputs to our business partners on special projects or by contributing new ideas and initiatives Serve as a liaison for proxy inquiries, questionnaires, surveys for Request For Proposals and various adhoc request to share finding with internal parties Support and assist with onboarding of country markets for Exchange Traded Funds, onboard sponsors, monitor asset reporting and continuously explore efficiencies to accommodate expansion of firms Follow documentation, identify gaps in processes and escalate accordingly by effectively communicating with investments, trading teams, front office teams, technology, investment services teams and other users to resolve issues and escalate problems to the appropriate groups Provide research support by producing reports and performing data entry tasks including the daily maintenance of critical spreadsheets used in the investment decision process. Update various excel files for Investment Team based on deadlines established by each, i.e., daily, weekly, monthly, quarterly. Perform and coordinate portfolio analytics, including performance attribution, and monthly/quarterly reporting data packages. Maintain shared investment models and portfolio model summaries including monthly processing and reporting, data verification, and scenario testing at the request of the investment team. Expect to work with stakeholders located in global offices in NA, APAC, EMEA

About the Role At Lendingkart we are looking for individuals who will be assisting the Credit Risk Head & CRO in active portfolio management strategies, including collections strategy. Some high level things you would own but not limited to: 1. Undertaking data analytics of LKs credit portfolios and providing weekly, monthly and quarterly credit risk reporting over the health and composition of the book to the management. This involves collaborating with the internal data science, finance & other teams as may be required. 2. Identify more meaningful ways to analyze and present insights and highlight the risks in the credit portfolios, including early stress build up, EWS, triangulation with external data sources, if any. 3. Develop recommendations to adjust credit policies by utilizing statistical scoring, segmentation and simulation techniques. 4. Documentation of various monitoring reports, portfolio/policy changes with rationale and data. 5. Manage Risk Appetite metrics What you would possess already: 1. A minimum of 8-10 years of experience, in NBFCs & FinTech’s in Credit Risk Analytics & Portfolio Management/Reporting. 2. Hands-on experience & ability to work as an individual contributor in carrying out statistical analysis using appropriate software and statistical programming languages e.g. Excel, SQL, Python, Power BI etc. 3. The ability to conduct complex risk analyses and provide senior management with business insights of portfolio quality and product and portfolio trends, and portfolio performance. 4. Strong communication skills (written and oral) . 5. Working experience in running projects within the Portfolio Management space which may include system changes, IFRS ECL implementation etc.

Calculating investment returns, risk-adjusted performance metrics, and attribution analysis using industry-standard methodologies on daily, monthly, and quarterly basis Implement ILPA's prescribed cash flow tables and transaction type mapping Required Candidate profile 5 years of experience in investment performance analysis understanding of GIPS standards, attribution methodologies, ILPA Experience with composite construction, GIPS compliance, and tools like SQL

This role provides an opportunity to learn about the Investment Management business and the institutional and fiduciary clients we service. You will work directly with internal clients to resolve operational client issues and partner with teams across the Aladdin ecosystem to solve complex data issues. Initially supporting senior members of the team in all aspects of client service, you will be expected to progress rapidly and take on responsibility for your own assigned coverage in short order. Produce monthly, quarterly and ad hoc investment and portfolio analytics for clients Deliver a superior level of service to internal stakeholders across the client lifecycle Collaborate with global FIG teams to develop and implement best practices for client communications Leverage technology and data tools to enhance client service processes and to develop scalable solutions and process improvements across the function Participate in investment and client service training, and stay informed on developments to support client deliverables Mentor and lead junior analysts, fostering a culture of excellence and collaboration Qualifications The ideal candidate will possess: Bachelor s Degree or equivalent with strong quantitative skills 3-5 years of experience in financial services, preferably in client service, portfolio management support, or institutional relationship management in Fixed Income Proficiency in Microsoft Office Suite; PowerPoint and Excel, with experience in BlackRock Aladdin a plus Technical skills such as Python, Matlab or SQL a plus Insurance industry specific knowledge a plus Skills and Experience Required Demonstrated ability to analyze and synthesize complex information into clear, client-ready materials (e.g., presentations, reports) Exceptional written and verbal communication skills, with a client-first mindset and attention to detail Proven ability to manage multiple priorities and to work under pressure to tight deadlines and collaboratively with a wide range of teams and stakeholders Strong collaboration skills and ability to work cross-functionally with investment, relationship, and operations teams. A proactive, solutions-oriented mindset with a passion for delivering exceptional client experiences Excellent communication and interpersonal skills Demonstrate outstanding attention to detail and have a passion for thinking critically Flexible, responsive, and self-starting personality As understanding of investment products, capital markets, and the asset management industry We are looking for people who are Curious: You like to learn new things and have a balanced disrespect for status quo Brave: You are happiest outside your comfort zone Passionate: You feel personal ownership for the work you do and an aspiration to be better Open: You value and respect input from others Experimental: You make mistakes, but learn from them Savvy: You want to outsmart the problem

The successful candidate will be part of FIG s India Investment Team and will have strong analytical and quantitative skills and an ability to work collaboratively with a wide range of teams and stakeholders. Work within the FIG India Team and contribute to the client service process to ensure a superior level of service and quality for both internal and external stakeholders Work alongside the asset-backed securities (ABS), collateralized loan obligation (CLO), commercial mortgage-backed securities (CMBS), and agency and non-agency residential mortgage-backed securities (RMBS) sectors to learn about the different aspects of each market, and contribute to internal and external client deliverables and sector updates Collaborate with Global FIG PM Teams to develop, implement and maintain best practices for market and portfolio-based commentary requests from clients Produce daily, periodic, and ad hoc investment and portfolio analytics for clients Apply technology and analytical tools to improve investment and client service processes and create scale Provide qualitative and analytical support to PMs investing in securitized securities Actively participate in investment training to be a student of the markets and become an integral part of the investment team Develop and implement best practices in portfolio management across multiple processes and products Qualifications: The ideal candidate will possess the below experience and skills. Fixed income background required, 3-5 years of fixed income and knowledge of Securitized Assets experience preferred Bachelor s Degree or equivalent with strong quantitative skills. MBA/MS and/or CFA preferred Insurance industry specific knowledge a plus Skills and Experience Excellent communication and interpersonal skills Proven experience working both independently and as part of a team in a highly collaborative, global environment Demonstrate outstanding attention to detail and have a passion for thinking critically about financial markets and a desire to further investment knowledge Understanding of and dedication to encouraging an inclusive, diverse, and equitable culture Flexible, responsive, and self-starting personality Strong knowledge of Microsoft Office suite (Excel, PowerPoint, Word), Bloomberg Technical skills such as Python, Matlab, Tableau and SQL a plus

Develop deep knowledge Structured Products (RMBS, CMBS, CLO) & Vichara's platform scope out improvements, mitigate risk, troubleshooting. Create/Monitor Daily Monitoring Dashboards on Power BI and in SQL. Required Candidate profile 3+ years of work exp in investment systems and fixed income asset class & analytics and experience working with loan systems (e.g. WSO, Virtus, iLevel) and or Broadridge Sentry OMS & Geneva

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design. Job Responsibilities: Assisting with budgeting / forecasting, tracking actual vs. budget performance across expenses and revenue Help steer reviews with Business stakeholders and highlight key expense and revenue trends Lead Daily / weekly / monthly financial and operational reporting to various stakeholder to enhance transparency Help drive build of dashboards for key metrics across various business segments Support strategic initiatives across expense management Develop and maintain financial models for projection of expense to revenue correlations Maintain the integrity of financial data and help drive data governance Execute the above processes with an emphasis on accuracy and timeliness of meeting deliverables on prescribed calendars and with ownership Drive improvement and automation of current processes to enhance efficiency, accuracy, and control Lead additional one-off and repeatable analyses as required by the Senior Management Establish and maintain business relationships with various teams within the division and outside the division Preferred Qualifications : Finance Professional experience 2-4 years in FPA domain CA / MBA preferred MS Office skills Advanced MS Excel knowledge, proficiency on MS PowerPoint Professional experience in handling large amount of data and analysis Clear and effective communication skills both verbally and in writing. Experience of working in a global setup will be of advantage Impeccable attention to detail Exceptional analytical, problem solving, critical thinking and project management skills with a proven track record of execution against deliverables Courage to challenge current practice and suggest new ways of working, value-added ideas/ approaches Ability to work in a team-based environment and to interface with employees at all levels Flexibility to adapt and perform in a dynamic and evolving organization

AWM Private Credit is currently seeking Analysts to specialize in asset management across our large, diverse, and dynamic portfolio. Team members will play an integral role in ongoing portfolio company monitoring , which is a critical element of the investing process, as well as portfolio management . Team members will be aligned by Private Credit strategy. Responsibilities This position description is intended to describe the duties most frequently performed by an individual in this position. It is not intended to be a complete list of assigned duties but to describe a position level. The role shall be performed within a professional office environment. Goldman Sachs has health and safety policies that are available for all workers upon request. There are no specific health risks associated with the role. Produce and present periodic portfolio company monitoring , including but not limited to company performance, comparison of actual results to company projections and the GS Private Credit underwriting case, ESG metrics, and key company developments, particularly those with implications for investment performance. Maintain portfolio company models as part of the asset management process. Track company compliance with financial covenants . Participate in portfolio company meetings with management teams and reflect key insights in updates to investment outlook. Prepare and maintain portfolio analytics for portfolio management purposes. Participate in strategic projects regarding portfolio management, portfolio monitoring, and performance tracking. Prepare and maintain investment and fund level statistics used for internal tracking, investor reporting, as well as marketing materials. Liaise across internal business teams and external counterparties to service investment level requests. Qualifications Strong academic background with an MBA or Chartered Accountant or equivalent. Minimum of 1-3 years of relevant experience . Accounting knowledge, valuation, and financial modeling aptitude (required). Solid analytical/logical mindset and attention to detail. Strong written and verbal communication skills . Strong project planning, organization, and time management skills . Ability to work under pressure and meet deadlines.

About the Role: 08 We are seeking a passionate and client-focused Product Specialist to join our Portfolio Analytics (PA) team. This is a pivotal role supporting our rapidly growing client base in the APAC region , where you will drive product onboarding, training, diagnostics, and solution support for both prospective and existing clients. You'll serve as a critical bridge between the PA product organization and client-facing functions - including Commercial, Business Development (CD), and Client Success teams - to help clients realize the full value of our PA solutions. The Team: Portfolio Analytics at S&P Global is a fast-growing business serving institutional investors with powerful tools for performance measurement, risk analysis, portfolio insights, and reporting. The team is global, and this role will be a vital extension of our Product function within APAC, working closely with colleagues across Product Management, Client Development, Commercial, and Support teams. Responsibilities: Client Onboarding & Training: Lead end-to-end onboarding for new clients and trials - helping them load portfolios, configure reports, and understand workflows. Deliver structured training and best practices to clients and internal teams. Presales & Commercial Support: Partner with the sales and CD teams to articulate the value proposition of Portfolio Analytics to prospects. Present client demos, respond to RFPs, and act as a product SME in commercial engagements. Client Success & Post-Sales Engagement: Provide ongoing functional support to clients to ensure adoption, retention, and satisfaction. Help clients use PA to answer complex investment questions and generate portfolio insights. Client Diagnostics & Feedback Loop: Act as the first line of diagnostic support for product-related client issues. Gather client feedback and collaborate with Product Managers to refine roadmap priorities and test upcoming features. Cross-Functional Collaboration: Work hand-in-hand with Product, Technology, Support, and Relationship Management teams to ensure client outcomes are successful and scalable. What We're Looking For: Strong understanding of investment workflows - particularly in portfolio construction, attribution, or risk. 1-2 years of experience in a product specialist, client onboarding, implementation, or pre/post-sales support role in a fintech, asset management, or investment solutions firm. Experience with equity and/or multi-asset portfolios preferred. Outstanding communication, presentation, and stakeholder management skills. Ability to work independently and coordinate across time zones and functions. Diagnostic mindset: you can break down complex client needs and translate them into productized solutions. Comfort working with large datasets in Excel. Why You Should Join Us: Be part of a dynamic global product team shaping the next-generation portfolio analytics platform. Own client outcomes in one of the fastest-growing regions for S&P Global. Gain exposure across product lifecycle, client success, and commercial strategy. Work with smart, mission-driven people who care deeply about helping clients thrive. What's In It For You Our Purpose: Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology-the right combination can unlock possibility and change the world. Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence, pinpointing risks and opening possibilities. We Accelerate Progress. Our People: We're more than 35,000 strong worldwide-so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all. From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We're constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference. Our Values: Integrity, Discovery, Partnership At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals. Benefits: We take care of you, so you can take care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global. Our benefits include: Health & Wellness: Health care coverage designed for the mind and body. Flexible Downtime: Generous time off helps keep you energized for your time on. Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs. Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families. Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference. For more information on benefits by country visit: Global Hiring and Opportunity at S&P Global: At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets. ----------------------------------------------------------- Equal Opportunity Employer S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. If you need an accommodation during the application process due to a disability, please send an email to: and your request will be forwarded to the appropriate person. US Candidates Only: The EEO is the Law Poster describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - ----------------------------------------------------------- PDMGDV203 - Entry Professional (EEO Job Group)

Location:Vidyavihar Develop investment policies, build and manage portfolios, trade securities, assess client risk, maintain relationships, ensure regulatory compliance, monitor performance, prospect new clients, and track market and economic trends

Develop deep knowledge Structured Products (RMBS, CMBS, CLO) & Vichara's platform scope out improvements, mitigate risk, troubleshooting. Create/Monitor Daily Monitoring Dashboards on Power BI and in SQL. Required Candidate profile 5+ years of work exp in investment systems and fixed income asset class & analytics and experience working with loan systems (e.g. WSO, Virtus, iLevel) and or Broadridge Sentry OMS & Geneva

Job description: PORTFOLIO ANALYST - FORMULATION Department: Portfolio and BD Location: MSN Corporate Office, Hyderabad Undertake research and analysis to identify new product opportunities in Emerging Markets and provide insights to support the Portfolio Selection Committee's decisions and Portfolio Strategy Planning, aligning with MSN Labs' growth objectives. Roles and Responsibilities: Identify new product/ molecule opportunities across therapies in the small molecules space basis the medical and marketing feasibility. Conduct in-depth analysis of secondary market data to understand opportunities available across therapies Preliminary IP landscaping of products with respect to various patents across the globe. Build and update business case for new products proposed for selection in the portfolio selection meeting. Constantly track the market updates like label expansions, competition entry, safety warnings, quarterly sales for innovator brands, API supplier,etc.) for the selected products Constantly conduct competitor analysis to remain abreast of market trends. Identify new entry channels for the company through in-licensing and other opportunities, in order to drive the business growth Mandatory skills: Strong understanding of IP landscape in pharma across the markets Good understanding of pharma regulatory of at least US, EU and Emerging markets Good understanding of Formulation selection process such as understanding the medical uniqueness, commercial forecast, and fitment with MSN technical capabilities. Good understanding of forecasting, patient funnelling and pricing strategy. Good understanding of data platforms such as IQVIA, Cortellis, IPD analytics, Global data Good communication and stakeholder management skills Strong analytical skills with command in Excel and PowerPoint Education Qualification: M. Pharm/ M.Sc Chemistry/ MBA (preferably from Tier I Institute / University) Work Experience: 3 to 5 years in Portfolio, Strategy and/or IPM

About the Role: Grade Level (for internal use): 08 Department overview S&P Global's Market Intelligence Group empowers a diverse spectrum of private equity and venture capital firms to control their data more effectively and drive internal analytics and insights. Whether it is for portfolio analytics, valuations, investor reporting, or on-demand insight into operating metrics of a specific asset, this team is at the forefront of the FinTech space. Position summary Within the Data, Valuation and Analytics (DVA) division, the Valuation Services team islooking foran analyst to deliver valuation services and support to a roster of marquee Venture Capital/Private Equity clients spread across the US and APAC regions. The analyst will be working on ASC 820 valuations for fair value reporting and providing support to clients on portfolio valuation projects. Duties & accountabilities Gather and review underlying source data for the purpose of completing valuations of privately- held companies. Perform portfolio valuations for VC/PE funds, and business valuations of early-stage venture-backed companies with complex capital structure and illiquid classes of stock. Work with the Valuation team to complete valuations reports that adhere to all AICPA standards pertaining to Fair Value Assist the Implementation team with interpretation of financial and legal documents used for onboardingclients to the platform. Assist the Client Support Manager with client request resolution. Contribute to the design and enhancement of the proprietary models and software platforms used to perform valuations. Education and Experience Post-Graduation in Finance/Accounting - MBA/PGDBM from an accredited college or university is strongly preferred. CFA/CPA or any of the levels cleared therein would be an advantage. Strong understanding and hands on experience of various business valuation methods Prior 409A /ASC 820 valuation experience a plus A flair for mathematical techniques and an analytical background. Knowledge of quantitative models like Black-Scholes OPM A basic understanding of the Venture Capital and Private Equity space Strong proficiency in Microsoft Excel and a conceptual understanding of the SaaS business model Personal competencies Excellent verbal and written communication skills Strong analytical and problem-solving skills The ability to work in an efficient and responsible manner.Extreme attention to detail and an ability to document processes. Experience of working effectively with others in a team setting while under the pressure of deadlines Willingness to work long hours at critical times (i.e., quarterly reporting) based on need. Positive attitude, exceptional drive and stamina Intellectual curiosity and inquisitiveness Shift Timings - 1030 AM to 730 PM

Develop deep knowledge Structured Products (RMBS, CMBS, CLO) & Vichara's platform scope out improvements, mitigate risk, troubleshooting. Create/Monitor Daily Monitoring Dashboards on Power BI and in SQL. Required Candidate profile 5+ years of work exp in financial services with a strong understanding of fixed income asset class & analytics. Good experience working with Business & technology team. Strong in SQL, Advanced Excel.