35 Portfolio Analytics Jobs - Page 2

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.

Associate Director-Investment Implementation (Investment Portfolio Management) Work Location: Mumbai Work Mode: Hybrid (3 days WFO/2 days' work from home) Time: 12:00 pm We will count on you: Expertise in investment implementation and compliance / regulations around it Expertise across multi asset and portfolio management Foster a culture of excellence, collaboration, and continuous learning Lead the development of Investment strategies by leveraging cross domain expertise Laise with senior stakeholders to find creative solutions to complex business problems Act as a conduit between leadership and team leads to achieve strategic goals Develop strategic asset allocation models, risk & return calibration, and portfolio analytics on client portfolios Contribute] to fund performance analysis and draft fund commentaries Responsible] for producing market summary for broader business with insights on various asset classes across the geographies Conceptualize] and develop models for deeper analysis of market environments and trends Co-ordinate with multiple teams for managing the portfolios effectively Support the effective management of the currency hedging program on an ongoing basis. Provide technical expertise to support the development, maintenance and enhancement of hedging models and processes Address internal and external FX hedging inquiries regarding company's currency hedging program. Draft and update investment specific sections of currency hedging agreements and contracts in collaboration with Currency Managers and wider internal teams. What you need to have: Experience in investment implementation across funds Solid understanding of currency management and portfolio management Excellent people management skill with ability to influence both senior and junior stakeholders Proven track record of managing multidisciplinary teams and achieving results 6-10 years of team management experience preferably in asset / wealth management Expertise in investment finance, portfolio theory and portfolio analytics are nonnegotiable Background in currency management, portfolio management, construction and advanced econometrics, statistical modelling Experience with Multi Asset Portfolios Understanding of macro (fixed income/ rates) and systematic factors affecting a portfolio Proven track record of implementing enterprise-wide business solutions Capability to understand the overall picture while maintaining a pragmatic, hands-on approach Strong leadership, communication, and interpersonal skills, with a passion for developing talent and fostering a collaborative culture If interested share your cv at aishwarya@beanhr.com

Position: Risk Analytics Experience: 3+ years Role Overview: We are seeking a detail-oriented and analytical professional to join our Risk team, focusing on policy design, portfolio analytics, and risk strategy. The ideal candidate will have hands-on experience working with lending products in an NBFC or FinTech environment. Key Responsibilities: Develop and refine risk policies across the customer lifecycle (onboarding, underwriting, collections). Analyse credit performance trends and draw actionable insights for policy improvement. Work closely with data science, product, and business teams to create and monitor risk strategies. Monitor portfolio KPIs including approval rates, delinquency, and NPA trends. Run A/B tests and build performance dashboards to track impact of policy changes. Collaborate with BI teams to automate MIS and regular portfolio reporting. Ensure compliance with internal risk guidelines and regulatory standards. Requirements: 3+ years of experience in risk policy or analytics in an NBFC or FinTech. Strong analytical skills with hands-on experience in SQL, Excel, Python and data visualization tools (e.g., Tableau/Power BI). Exposure to consumer lending or personal loans preferred. Understanding of credit bureau data (e.g., CIBIL, Experian). Ability to communicate technical concepts to non-technical stakeholders. Bachelor's degree in engineering, Mathematics, Statistics, or related field (MBA preferred but not mandatory). Preferred Skills: Knowledge of scorecard development and credit risk modelling. Prior work on alternate data sources and digital underwriting models. Basic understanding of regulatory compliance relevant to digital lending.