10126 Portfolio Management Jobs - Page 18

Role & responsibilities Managing team of Credit managers Credit Appraisal Underwriting/recommending of proposals for non-collateral/collateral backed education loan Process & Initiatives Understanding process and policies and implementing the same to ensure smooth transactions Training- Provide training to internal team and channels/DSTs. Provide regular training to outsource agencies so that they work in synergy with the companies policies and norms Delinquency Management for the entire State Portfolio Management Monitoring the performance of portfolio and suggest changes to adapt to maintain the quality of portfolio Vendor / Cost management managing the outsource agencies and ensure TAT is...

Job description: Responsibilities: Cultivate and maintain strong, long-term relationships with HNI clients, becoming their trusted advisor on all financial matters. Provide comprehensive wealth management services, encompassing a broad range of financial products and strategies, including: Direct equities Portfolio Management Services (PMS) Alternative Investment Funds (AIFs) Mutual funds Structured products Arbitrage opportunities Private credit Insurance Alternative investments Legacy planning International investing Tax minimization strategies. Stay abreast of domestic and global macroeconomic developments and their potential impact on client portfolios. Proactively identify and address c...

You will be working at our MFD office to manage accounts, transactions, and sales. Your responsibilities will include conducting financial investment account keeping, investment account creation, and developing knowledge of financial investment, stock market, and personal finance. Responsibilities: - Research industry and market dynamics - Conduct modeling and financial analyses - Participate in writing financial reports - Monitor and manage the performance of portfolio companies Qualifications: - Bachelor's degree or undergraduates - 0 - 1 year professional working experience - Strong communication and computer skills,

Strong financial modelling skills and maturity to understand critical deal terms. Experience at an investment bank with solid transaction experience across a range of transaction types who can independently lead transaction execution including investor reach out and pitches, negotiation of terms working with vendors, and advising and finalizing definitive documents and closing. Deal closure experience. Demonstrated experience in managing day-today aspects of client relationships and transactions with superior attention to detail and quality deliverables. Develop valuation for complex transactions across a variety of sectors. Impeccable research, quantitative and analytical skills, especially...

As a member of the Reporting & Performance (R&P) department at Oaktree, you will play a crucial role in delivering top-notch, technology-enabled analyses and reporting to both current and prospective investors, as well as portfolio management professionals globally. Your expertise will be focused on the various instruments and markets in which Oaktree operates, with a particular emphasis on closed-end and evergreen strategies such as Private Credit, Opportunistic Credit, Special Situations, and Real Estate. Working closely with deal teams and the middle and back office, you will ensure that investment transactions accurately reflect their economic substance according to booking guidelines. Y...

Job Description: You will be responsible for developing and delivering local implementation of the positioning for premium brands, driving sustainable brand growth, brand awareness, equity, consumer engagement, and brand profitability through various marketing activities such as ATL, sampling, and engaging consumer and channel programs. Key Responsibilities: - Deliver Brand targets through sound financial planning, project resource management, alignment of systems and processes, and effective direction of brand advocacy activity to ensure efficient utilization of A&P. - Create and deliver brand ideas through a 360 approach including ATL, on-ground properties, trials, PR, and Influencer Progr...

Job Description: As an applicant for the position at Aventus, you will be responsible for contributing to the success of the company through your skills and expertise. Your role will involve the following key responsibilities: - Collaborate with team members to achieve project goals - Develop and implement creative solutions to technical challenges - Conduct thorough testing and debugging of software applications - Stay updated on industry trends and technologies - Communicate effectively with stakeholders to ensure project success Qualifications required for this position include: - Bachelor's degree in Computer Science or related field - Proficiency in programming languages such as Java, P...

Job Description: As an applicant for the position, you will be part of a dynamic team at Aventus. Your responsibilities will include: - Collaborating with team members to achieve project goals - Developing and implementing new strategies for business growth - Providing excellent customer service to clients - Analyzing market trends and competitor activities - Generating reports and presentations for management review To qualify for this role, you should possess: - A Bachelor's degree in Business Administration or a related field - 2+ years of experience in sales or marketing - Strong communication and interpersonal skills - Proficiency in Microsoft Office suite - Ability to work independentl...

As an underwriter in the mortgage business at the assigned branch/location, your role involves reviewing a variety of complex loan applications, making decisions, and recommending approvals based on guidelines. Your core responsibilities include: - Reviewing and assessing loan applications within defined guidelines - Underwriting proposals according to policies and procedures - Conducting personal discussions with customers to establish creditworthiness - Analyzing income to obligation ratios and loan to value ratios - Maintaining Portfolio MIS and other related reports - Building effective relationships with clients and third parties - Addressing client queries and challenges effectively - ...

Role Overview: You will be a part of the Accounting Service Management team, ensuring accurate and timely delivery of accounting services including onboarding, instrument setup, change management, reconciliations, and query resolution. Your role will involve coordinating with internal stakeholders, understanding portfolio accounting, and proactively improving service, automation, and operational risk management. Key Responsibilities: - Ensure accurate application of accounting methodology during client onboarding and mandate restructures, including system configuration (Aladdin, VRS, Performance architecture). - Ensure correct accounting methodology is applied during new instrument setup wit...

You will be responsible for underwriting corporate finance business and managing the portfolio in the assigned area. Your key responsibilities will include: - Supporting and co-partnering with business teams to manage end-to-end credit approval for the designated region - Underwriting cases and presenting them to senior-level management - Authorizing deviations raised and documented by underwriters in compliance with credit policy - Finalizing the review of credit memos prepared by underwriters, and approving/declining sign-offs on every file after checking for documentation requests - Approving all disbursement requests based on achieved adherence to requirements on agreement value and full...

As an Investment Banking Intern at our company, you will have the opportunity to gain hands-on experience in the financial services industry, specifically within investment banking. You will work closely with experienced professionals, contributing to various projects and gaining valuable insights into the world of finance. **Key Responsibilities:** - Assist in conducting financial analysis and research to support investment decisions. - Collaborate with team members on portfolio management tasks, including monitoring performance and preparing reports. - Utilize financial software to analyze data and create presentations for client meetings. - Support the preparation of pitch books and other...

Role Overview: OneTrust is seeking a Senior Content Strategist to collaborate with UX Designers, Product Managers, and Developers in creating in-product content that enhances user experiences. As a Senior Content Strategist, your role involves providing content design and strategy recommendations, conducting content audits, and working towards improving content within the solution. Your primary mission will be to create and edit accurate, well-researched copy aligned with evolving InfoSec and privacy practices, while also becoming a subject matter expert in specific areas to align product copy with user goals. Key Responsibilities: - Create and edit accurate, well-researched copy that aligns...

Role Overview: As a Hedge Fund specialist at SS&C, you will be responsible for client-facing tasks involving shadow reconciliations and accounting services using various SS&C Accounting platforms. You will collaborate with internal and external stakeholders to understand requirements, implement solutions, and present results through multiple client-facing projects. Key Responsibilities: - Process Portfolio Reconciliations including Positions, Cash, and Transaction Reconciliation with Prime Brokers, Custodians, Fund Administrators, and ISDA Counterparties. - Perform Month-End Shadow Accounting tasks such as NAV, Trial Balance, and Tax Lots Reconciliations. - Handle Non-Trading Activity proces...

Role Overview: You will be responsible for managing a broad portfolio of partnerships at all stages of their lifecycle with a focus on mutual value creation. Your role involves amending contracts with internal legal and Global BD team, ensuring governance mechanisms are in place, and facilitating cross-functional win/win solutions for disputes. You will proactively identify and resolve risks and issues, maintain updates on development, and collaborate with various stakeholders to support strategic decision-making. Key Responsibilities: - Manage partnerships to create mutual value - Amend contracts with internal legal and Global BD team - Ensure governance mechanisms are in place - Communicat...

Role Overview: As a Capital Market Analyst Intern at PipRaisers, you will assist in macro and micro-level investment research, multi-asset portfolio development, and sector-wise allocation strategies. You'll gain real-time exposure to market data interpretation, trade analytics, and investment decision-making, while working with mentors experienced in institutional-style trading and analysis. Key Responsibilities: - Track and analyze global equity, bond, and derivative market trends - Study macroeconomic indicators, central bank policies, and rate cycles - Support creation and review of diversified investment portfolios - Conduct industry and company-specific research for portfolio inclusion...

As a qualified professional, you will be responsible for managing treasury and investment operations, ensuring prudent capital deployment and effective portfolio management across debt, secured, and equity investments. Your role will require a balance of analytical skills, financial acumen, and hands-on execution. Key Responsibilities: - Manage daily and long-term treasury operations, including liquidity, fund allocation, and cash flow planning. - Oversee investment portfolios across debt, secured instruments, and equity markets. - Conduct fundamental analysis of equity investments including company financials, valuation models, and risk-return assessments. - Identify and evaluate secured an...

As an Infra Project Manager, you will be expected to have knowledge and experience in program management. You should be skilled in Project Management Methodologies & Frameworks such as SAFe, PMP, and CSM. Your responsibilities will include an in-depth understanding of Cost Management, Resource Management, and Risk Management, with a proven ability to create project management artifacts like CBA, SBARs, etc. Your role will also involve interacting effectively with individuals at all levels, from end users to executive level. You should be proficient in using Service Now Project Portfolio Suite and Portfolio Management tools. Exposure to handling projects related to InfoSecurity, Regulatory & ...

Role Summary- The role holder is responsible for structuring of deals and portfolio management of various clients and also for managing and leading a group of team members, who are responsible for acquiring and providing support to the clients in the high octane middle market segment (i.e. Rs. 100 - 500 crore turnover), offering them entire suite of bank's product. Core Responsibilities Portfolio Management and Deal Structuring ? Structuring and restructuring of deals in such a way so that they meet the clients financial needs and requirement ? Overseeing management of various portfolios handled by the section leaders and ensuring that the client accounts are competently handled Team Managem...

Some Careers Have More Impact Than Others. If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. HSBC is one of the largest banking and financial services organisations in the world, with operations in 62 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions. We are currently seeking an experienced professional to join our team in the role of Manager,Portfolio Analytics and Insights Business: Risk & Compliance Principal Responsibilities Development / review / enhancement of Originations & A...

Job Title: Relationship Manager Department: Medium Enterprises (ME) Experience: 34 Years Grade: Manager to AVP Role Summary We are looking for a dynamic and result-oriented Relationship Manager (RM) to join our Medium Enterprises (ME) team. The ideal candidate will be responsible for sourcing and managing a portfolio of clients with turnover ranging from ?100 Cr to ?500 Cr, maintaining portfolio hygiene, and actively engaging in cross-selling financial products. Key Responsibilities Client Acquisition (NTB): Source new-to-bank (NTB) clients in the medium enterprise segment with turnover between ?100 Cr to ?500 Cr. Identify opportunities through market intelligence, references, and industry n...

Job Summary This role is responsible for performing account planning, building strong customer relationships, and implementing margin recovery strategies. The role serves as the primary interface for international accounts, achieving and managing quotas while maintaining pipeline opportunities. Responsibilities Owns and coordinates account plans on large commercial account(s) and focuses on value and/or volume portfolio management and selling a range of the organization's offerings. Demonstrates advanced level of subject matter expertise and applies consultative-selling techniques to identify and advance opportunities resulting in profitable revenue growth for the organization. Engages with ...

About The Role Project Role : Application Lead Project Role Description : Lead the effort to design, build and configure applications, acting as the primary point of contact. Must have skills : Salesforce Service Cloud Good to have skills : Project Portfolio Management Tools, Life Sciences Minimum 12 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As an Application Lead, you will lead the effort to design, build, and configure applications, acting as the primary point of contact. Your typical day will involve collaborating with various teams to ensure that application requirements are met, overseeing the development process, and providing g...

Job Description Summary of the role: This role is responsible for driving real estate strategy across 5 South Indian states, covering new store openings, relocations, upsizing, and renovation projects. Key focus areas include site identification, market analysis, lease negotiation, and managing regulatory and contractual processes. The position plays a critical role in expanding the store footprint and enhancing asset performance through strong market intelligence and network building. Responsible for 5 South Indian states. This role will report to Head - Business Development - India About The Role Identifying relevant properties based on strategic growth plans, conducting market research, a...

About The Role Skill required: Marketing Operations - Digital Project Management Designation: Digital Content Management Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 years Accenture is a global professional services company with leading capabilities in digital, cloud and security.Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song"” all powered by the world's largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 12...