6 Portfolio Insights Jobs

You have an exciting opportunity to join the Client Advisor Support team as a Client Advisor Support Analyst within the U.S. Private Bank (USPB) team at J.P. Morgan. Your role will involve supporting Private Bank Advisors and collaborating with the global team to provide comprehensive intelligence throughout the client lifecycle. Your expertise in Asset Classes and JPM's suite of Funds will be crucial in aligning with clients" investment needs. **Key Responsibilities:** - Support Private Bank Advisors and collaborate with the global team within J.P. Morgan Private Bank as a Client Advisor Support Analyst. - Oversee the sales lifecycle, from lead generation to client onboarding and engagement...

The position in Corporate and Investment Banking involves providing corporate customers with a comprehensive range of commercial banking products and services, such as cash management, trade finance, and foreign exchange. Your role will focus on supporting the emerging market opportunity related to Ecosystem/B2S Lending by managing product policies and processes. You will be responsible for overseeing the product management and credit policies of Alternate Lending programs, including Ecosystem led partnerships and Big-to-small programs. This includes designing and managing SOPs for lending journeys with risk controls, portfolio management, and ensuring program compliance with digital lending...

Are you seeking an exciting opportunity to become part of a dynamic and expanding team in a fast-paced and challenging environment This unique opening invites you to join the Client Advisor Support team to collaborate closely with the Business. As a Client Advisor Support Analyst within the U.S. Private Bank (USPB) team, your role will be pivotal in providing support to Private Bank Advisors and serving as an extension of the global team. Your responsibilities will encompass the entire sales lifecycle, starting from lead generation to client onboarding and engagement. By offering comprehensive intelligence, you will connect all touchpoints throughout the client lifecycle to facilitate new cl...

Capco, a Wipro company, is a global technology and management consulting firm that has been recognized for its deep transformation execution and delivery. With a presence in 32 cities around the world, Capco supports over 100 clients in the banking, financial, and energy sectors. The company has received prestigious awards such as Consultancy of the Year in the British Bank Award and has been ranked among the Top 100 Best Companies for Women in India 2022 by Avtar & Seramount. At Capco, you will have the opportunity to make a significant impact by providing innovative thinking, delivery excellence, and thought leadership to help clients transform their businesses. The company values diversit...

Are you looking for an exciting opportunity to join a dynamic and growing team in a fast-paced and challenging area This is a unique opportunity for you to work in the Client Advisor Support team to partner with the Business. As a Client Advisor Support Analyst within the U.S. Private Bank (USPB) team, you will play a crucial role in supporting Private Bank Advisors and operating as an extension of the global team. You will be responsible for the sales lifecycle, from lead generation to client onboarding and engagement. You will provide fully integrated intelligence, connecting all touch points across the client lifecycle to help promote new client acquisition as well as deepening of books o...

As a Pricing Actuary at Swiss Re, your primary role involves assessing portfolio performance, identifying key drivers, and providing independent actuarial pricing opinions to enhance portfolio performance. You will collaborate with Senior team members and stakeholders in various departments such as Underwriting, Reserving, Claims, and Finance to develop a comprehensive view of the portfolio and enhance its performance through independent Actuarial Pricing opinions. Your responsibilities will include using actuarial methods and data science techniques to gain insights into trends, set costing parameters, and enhance the predictability and accuracy of costing models. By analyzing profitability...