251 Portfolio Monitoring Jobs

Key Responsibilities • Assist with the performance of periodic and recurring surveillance controls pertaining to FILs investment management and client brokerage activities; • Monitoring of electronic communications and trading activities using vendor and proprietary tools. This will primarily consist of reviewing exceptions and performing further investigation where required; • Identify, escalate, resolve, track and report compliance exceptions in-line with internal policy and regulatory requirements; • Ongoing calibration and administration of the monitoring tools and production of management information and reports; • Monitor post-implementation performance and flag deviations or unintende...

As the Head of Risk Management, you will be responsible for leading the design, development, and implementation of an enterprise-wide risk management framework. Your role is critical in identifying and mitigating risks across credit, operational, and compliance domains in alignment with regulatory standards and business growth objectives. You will need to thrive in a fast-paced financial environment to drive a risk-aware culture across the organization. **Key Responsibilities:** - Develop and execute a robust, company-wide risk management strategy aligned with business objectives and regulatory mandates. - Oversee risk identification, evaluation, and mitigation across credit, operational, an...

As a member of the Private Markets team at M&G Global Services, you will be responsible for supporting the team in maintaining systems that assimilate both structured and unstructured data from various sources. Your key responsibilities will include: - Sourcing performance data for portfolio companies from investor reports and updating and maintaining the proprietary database with the latest performance metrics for further analysis. - Performing data quality checks on investments across asset classes and analyzing key performance parameters for monitoring. - Designing, updating, and developing reports on Power BI across investments to provide insights to fund managers for portfolio monitorin...

Independently conduct comprehensive credit assessments, monitor client portfolios, engage with senior management, present to Credit Committee, identify early warning signals, and support firm-wide projects on tech, reporting, and compliance. Required Candidate profile Note: Male candidates will be preferred.

Independently conduct comprehensive credit assessments, monitor client portfolios, engage with senior management, present to Credit Committee, identify early warning signals, and support firm-wide projects on tech, reporting, and compliance. Required Candidate profile CA/MBA with 1+ years of relevant credit assessment experience in corporates, structured credit/lending or portfolio/credit monitoring within Banks, NBFCs, PE funds, Debt funds, or Rating agencies. Perks and benefits Variable pay 15% to 20%

Independently conduct comprehensive credit assessments, monitor client portfolios, engage with senior management, present to Credit Committee, identify early warning signals, and support firm-wide projects on tech, reporting, and compliance. Required Candidate profile CA/MBA with 1+ years of relevant credit assessment experience in corporates, structured credit/lending or portfolio/credit monitoring within Banks, NBFCs, PE funds, Debt funds, or Rating agencies. Perks and benefits Variable pay 15% to 20%

Role Overview: As a Credit Analyst, your key objective will be to analyze proposals and prepare credit notes to facilitate faster deal closures. You will play a proactive role in deal structuring and credit enhancement to maintain a balance between business growth and portfolio quality. Meeting new and existing customers regularly, monitoring the portfolio, identifying stress accounts, and ensuring continuous monitoring of high-value exposures in the region will be essential aspects of your role. Key Responsibilities: - Conduct credit analysis of proposals and prepare credit notes - Participate in deal structuring and credit enhancement for faster deal closures - Meet new and existing custom...

Roles and Responsibilities Credit Analysis & Underwriting Conduct thorough credit analysis of proposals and prepare credit notes. Facilitate faster deal closures by participating in deal structuring and credit enhancement. Balance business growth objectives with portfolio quality. Customer Engagement Meet new and existing customers regularly to understand credit requirements. Develop strong relationships with clients to facilitate credit approvals and repeat business. Portfolio Monitoring & Risk Management Continuously monitor the portfolio, identify stress accounts (early warning signals), and initiate corrective measures. Ensure continuous monitoring for all high-value exposures in the reg...

About Bharat Banking The increasing income diversification, evolution of the tech stack, various government schemes to improve livelihoods, and integrating the country via roads and the internet have provided strong tailwinds to the rural and semi urban (RUSU) or Bharat markets. To better capitalize on the growth runway and open the world of possibilities for the Bharat customer, the bank has set up a separate Bharat Bank vertical. It is an amalgamation of products and geography, handling certain core products across the country and all the products in the RUSU branches. The objective is to accelerate the growth journey by expanding distribution reach via branches, partnerships, and digital ...

About Bharat Banking The increasing income diversification, evolution of the tech stack, various government schemes to improve livelihoods, and integrating the country via roads and the internet have provided strong tailwinds to the rural and semi urban (RUSU) or Bharat markets. To better capitalize on the growth runway and open the world of possibilities for the Bharat customer, the bank has set up a separate Bharat Bank vertical. It is an amalgamation of products and geography, handling certain core products across the country and all the products in the RUSU branches. The objective is to accelerate the growth journey by expanding distribution reach via branches, partnerships, and digital ...

About the Role: We are looking for a seasoned, strategic, and hands-on leader to join our implementation team as an Associate Director . In this role, you will lead complex, high-impact platform implementation efforts across the client’s private markets portfolio monitoring and valuation platform. This is a cross-functional leadership role, requiring deep expertise in project delivery, stakeholder management, and domain knowledge of private markets. Location : Mumbai (on-site) Key Responsibilities: Lead complex, enterprise-grade implementation of financial platforms across the firm, serving as the primary point of accountability Independently manage the full lifecycle of implementations, fro...

Role & Responsibilities Formulate and implement the credit policy framework for the Personal Loan product in alignment with regulatory guidelines and the bank's risk appetite. Track portfolio triggers, risk levels, NPA/write-off trends, and asset quality; identify performing and non-performing segments. Establish credit monitoring mechanisms to proactively identify and mitigate potential risks. Provide guidance and clarification on policy parameters to ensure consistent adherence by stakeholders. Drive underwriting and process efficiency through digitalization and tech-led initiatives. Ensure strict compliance with internal controls, risk management systems, and operational risk protocols. E...

Role & responsibilities Appraises /recommends/ approves credit proposals as per the delegation of authority. Reviews delinquent cases and document learnings / portfolio reviews for risk management. Conducts process audits and reports delinquencies and anomalies. Recommends changes to policy/process based on local nuances / competitor feedback. Implements system integration plans. Monitors NPA and keeps a track of it. Ensures field customer visits for PD and deliveries within agreed TAT. Managing all CPA's(credit processing associates) and provide them adequate policy, process training for smooth operations with in the Risk Team. Ensures maintenance ofPortfolio for the bank. Makes customer vi...

Risk:Credit Risk-II Team INTERNAL USAGE: No. of Vacancies: Reports to: Is a Team leader N Team Size: Grade: M-AVP Business: Corporate Center Department: Risk Sub - Department: - Location: CO About Risk The Risk department ensures that the Banks risk is managed through a risk management architecture as well as through policies and processes approved by the Board of Directors encompassing independent identification, measurement and management of risks across the various businesses of the Bank. The Risk department of the Bank strives to proactively anticipate vulnerabilities at the transaction as well as at the portfolio level, through quantitative or qualitative examination of the embedded ris...

Role Overview: As the Credit Manager in Commercial Banking, you will play a crucial role in driving risk-calibrated and profitable growth. Your responsibilities will include managing the end-to-end credit appraisal process, making informed decisions, and monitoring the portfolio to ensure quality. You will be engaging with clients throughout their lifecycle, partnering with Relationship Managers to structure credit solutions and embedding market intelligence into underwriting practices. Key Responsibilities: - Conduct detailed analysis of financials, credit bureau reports, banking history, and QCA modules. - Evaluate credit proposals and make recommendations within delegated authority. - Ens...

As a Credit Analyst in Mumbai, your role involves conducting comprehensive credit evaluations of new and existing clients in the high yield private credit space. You will need to identify potential risks and provide recommendations to mitigate them. Your responsibilities also include finalizing transaction structures, negotiating term sheets, and handling legal documentation for end-to-end deal closure. Additionally, you will be responsible for monitoring the existing portfolio investments, interacting with company management regularly, and preparing internal/external notes, updates, and presentations. It is crucial for you to collaborate closely with internal and external stakeholders to su...

As a Credit Underwriter for Renewable Energy Financing, your responsibilities will include: - Handling credit underwriting for new business transactions in Renewable Energy financing - Making recommendations regarding credit decisions based on risk assessment and analysis - Effectively communicating with borrowers and internal stakeholders to address queries and provide credit decisions within agreed timelines - Monitoring the health of the portfolio, identifying potential risks, and opportunities to mitigate risk - Staying updated on industry regulations and best practices related to renewable energy financing - Continuously evaluating and improving the credit underwriting process for enhan...

As a Credit Underwriter at the company, your role involves performing high-quality and timely credit underwriting for Small, Mid, and Large Corporates within delegated authority levels. This includes understanding levels of risk and ensuring appropriate returns for new business transactions. You will be responsible for preparing credit reports in specified formats, ensuring compliance with risk policies and processes, and providing timely support to the sales team for transaction closures. Additionally, you will present proposals to approval authorities, monitor portfolios, conduct portfolio reviews, and maintain records for audit and regulatory requirements. Your responsibilities will also ...

As a Manager Corporate Finance, your role will involve leading and overseeing various corporate finance activities. Your key responsibilities will include: - Leading and overseeing corporate finance activities such as budgeting, forecasting, and financial planning. - Managing investor reporting to ensure accuracy, timeliness, and compliance with investor requirements. - Developing and maintaining financial models to support fundraising, portfolio monitoring, and strategic decision-making. - Providing strategic support to senior leadership on capital allocation, M&A opportunities, and business expansion plans. - Overseeing and mentoring the finance team to drive efficiency, accuracy, and prof...

Job Requirements Job Requirements Role/Job Title: Senior Risk Manager-Credit Cards Business: Retail Assets Function/ Department: Credit Cards - Policy Place of work: HO Roles & Responsibilities Credit Policy formulation for Account Management Define and Monitor key risk metrics Portfolio monitoring and Review Loss forecasting for individual product and monitoring Define Portfolio intervention strategies basis the delinquency and losses Define Portfolio Positive Interventions strategies CLI/TLI, BT. PLCC, express cash and monitor the performance Secondary Responsibilities Help launch revenue generating and portfolio growth products in association with the product/business teams with focus on ...

As a Credit Analyst at Candi, you will play a crucial role in leading the revolution of solar energy by utilizing your expertise in credit underwriting and risk assessment. Your main responsibility will be to support the India team by analyzing financial information, assessing corporate credit risk, and providing valuable insights to enhance the company's risk management strategies. Key Responsibilities: - Analyze different qualities of financial information, conduct financial statement analysis, and calculate key ratios - Research competitive environments and industry risks - Assess corporate credit risk, rate corporates, and prepare concise credit notes - Conduct KYC and background checks ...

Job Title: Private Debt Associate Portfolio Management & Lead Generation Location: Mumbai / Hyderabad / Chennai Experience: 4 8 years Employment Type: Full-time Industry: Private Debt / Private Credit / Investment Management About the Role: We are seeking an experienced Private Debt Associate to join our investment team. The ideal candidate will play a dual role — managing and monitoring the existing private debt portfolio while actively contributing to new deal origination and lead generation efforts. The role requires a strong blend of credit analysis, relationship management, and market research skills. Key Responsibilities: Portfolio Management: Monitor and manage the existing portfolio ...

Risk:Credit Risk-II Team INTERNAL USAGE: No. of Vacancies: Reports to: Is a Team leader N Team Size: Grade: M-AVP Business: Corporate Center Department: Risk Sub - Department: - Location: CO About Risk The Risk department ensures that the Banks risk is managed through a risk management architecture as well as through policies and processes approved by the Board of Directors encompassing independent identification, measurement and management of risks across the various businesses of the Bank. The Risk department of the Bank strives to proactively anticipate vulnerabilities at the transaction as well as at the portfolio level, through quantitative or qualitative examination of the embedded ris...

Role Overview: You will support the Wholesale Banking Portfolio Manager by delivering accurate, timely, and actionable data insights. These insights are crucial for effective portfolio monitoring, regulatory compliance, performance tracking, and strategic decision-making. Key Responsibilities: - Provide accurate and timely data analysis to support portfolio monitoring. - Assist in ensuring regulatory compliance through data insights. - Track and analyze performance data to identify trends and opportunities. - Collaborate with the team to make strategic decisions based on data-driven insights. Qualifications Required: - Bachelor's degree in a relevant field such as Finance, Economics, or Busi...

Role Overview: You will be joining a leading quant-forward discretionary investment management firm as a Credit Analyst in the Investment Research & Analytics team. This role will involve conducting deep fundamental credit analysis in both public and private credit markets, contributing to investment strategies across various asset classes, and collaborating with senior researchers to support portfolio decisions. Key Responsibilities: - Conduct in-depth fundamental credit analysis of issuers, considering factors such as capital structure, covenants, and cash flow assessments. - Develop and maintain dynamic financial models including three-statement forecasting, scenario analysis, and recover...