3 Portfolio Analytics Jobs
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0.0 years
Delhi, India
On-site
Some Careers Open More Doors Than Others. If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Job Introduction The role holder will be responsible for the Banking proposition management initiatives, with a primary focus on performance management. The NRI business seeks to enhance the Group's share of wallet from the Non-Resident Indian (NRI) community. The key focus of this role is to enhance the customer experience ensuring International Service standard...
Posted 2 weeks ago
7.0 - 11.0 years
All india, Gurugram
On-site
As an Advisor / Investment Analyst at our technology-enabled financial services firm in the wealth and investment advisory space, you will play a crucial role in supporting portfolio construction, analytics, and advisory execution. Working closely with Relationship Managers, your responsibilities will include: - Portfolio Analytics & Reporting - Prepare portfolio review and performance analysis reports - Create rebalancing recommendations aligned to client goals and market conditions - Develop investment proposals, simulations, and scenario analyses - Research & Performance Tracking - Track performance of recommended investment products and portfolios - Identify risks, trends, and investment...
Posted 1 month ago
7.0 - 11.0 years
All india, Gurugram
On-site
As an Advisors / Investment Analysts at our client, a technology-enabled financial services firm in Gurgaon, you will work closely with Relationship Managers (RMs) to deliver investment advisory services to affluent clients. Your role will involve portfolio analytics, research support, proposal preparation, and advisory execution to ensure high-quality outcomes for clients. Key Responsibilities: - Prepare portfolio review and performance analysis reports - Create rebalancing recommendations based on client goals and market conditions - Develop investment proposal simulations and scenario analyses - Track performance of recommended investment products and portfolios - Identify risks, trends, ...
Posted 1 month ago
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