52 Portfolio Analytics Jobs - Page 2

As a Data Analytics professional at mPokket, you will collaborate with our Credit and Analytics Team and key stakeholders to utilize our data effectively in order to enhance operational efficiencies and offer valuable data-driven insights. Your responsibilities will include performing descriptive, predictive, and prescriptive analytics, focusing on Credit Risk Management, Portfolio Analytics, and Marketing Analytics. Additionally, you will conduct Swap-in & Swap-out Analysis, Benchmarking, Root Cause Analysis, and generate actionable insights by analyzing key metrics across various functions. Your role will involve identifying root causes through in-depth data analysis to develop actionable ...

You will be responsible for supporting the Head of Valuations in the development of a risk framework, analytics, metrics, and impactful reporting. Additionally, you will lead and assist in training and developing the Bangalore Valuations team. You will also provide support to the global Valuation team by contributing to the development of portfolio analytics, metrics, reporting, and valuation. Your role will involve evaluating collaboration and processes to consistently enhance efficiencies in valuation approach across different asset classes. Furthermore, you will collaborate with Asset Management teams in portfolio oversight during the investment lifecycle. To succeed in this role, you mus...

We are seeking a highly analytical and detail-oriented professional to join our unsecured lending strategy and analytics team. The Specialist will be responsible for developing data-driven strategies to optimize product performance,and improve profitability. This role requires strong analytical skills, proficiency in data tools, and a deep understanding of consumer banking products and credit risk. A successful candidate would work as an EXL consultant with a leading US Financial Services Organization on an unsecured lending portfolio. The job will require the consultant to work on: . Support tactical & strategic risk analytics initiatives for US based banks Risk team . Develop risk policy f...

Description:- Portfolio Analytics, insights, budgeting, review PPT's Analyse FASTag & User behaviour thru defined business matrix like Active/Spends/Txn Identity cohorts, run & monitor targeted Campaigns to improve overall Portfolio quality and revenue Engage with Channels to equip/support them with insights to improve execution. Be well-informed of change in FASTag ecosystem & analyse trends

Job Description Core Responsibilities: Own the entire credit underwriting process for his/her zone, including the consistent application of a credit policy, periodic credit reviews of existing customers, early warning and delinquency management and the assessment of the credit-worthiness of potential customers. Conduct periodic review of all existing policies, guidelines and processes to ensure updation on lines of external environment, organisation needs and regulatory framework Assess customers sourced by the Sales team as per the credit policy, determine deviations and exceptions and provide decision on deals (approve / suggest modified terms / decline), assess the customers based on cust...

We are seeking a talented individual to join our investments team at Mercer. This role will be based in Mumbai. This is a hybrid role that has a requirement of working at least three days a week in the office. Associate Director Investment Implementation An exciting opportunity to join one of Mercers largest and most rapidly growing business areas Investment Solutions As part of our team, the successful candidate will play a key role in the transformation of our investment capabilities globally Mercer is one of the fastest growing investment solutions entities globally, and our client base has grown substantially over recent years with further growth to come We will count on you to: Expertis...

As a member of the Benefit Street Partners - Alcentra team, you will be responsible for overseeing and managing the day-to-day activities of the private asset valuation process. Your role as a Valuation Operations Manager will involve supporting the monthly and quarterly valuation processes by liaising with 3rd party valuation firms, investment teams, finance teams, and auditors. Your ability to manage multiple tasks under strict deadlines will be crucial as you focus on Private Debt, Distressed, Special Situations investments, and CLOs. You will collaborate with colleagues across various departments and report to a VP of Finance based in the Boston office. Your responsibilities will include...

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...

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 i...

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 candida...

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 ...

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 f...

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 ...

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 F...

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 deliver...

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....

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 p...

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 tool...

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 pat...

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 ...

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.