253 Portfolio Monitoring Jobs - Page 4

Roles and Responsibilities : Develop and maintain credit risk scorecards to monitor and analyze portfolio performance. Collaborate with cross-functional teams to identify, assess, and mitigate potential risks in the loan book. Conduct regular reviews of credit policies and procedures to ensure compliance with regulatory requirements. Provide data-driven insights to support business decisions through regular reporting on key metrics. Job Requirements : 6-10 years of experience in credit risk management or a related field. Strong understanding of credit scoring models (e.g., FICO) and ability to develop customized scorecards. Experience with portfolio monitoring tools such as Loan Management S...

Role & responsibilities Key Responsibilities: Risk Frameworks & Governance Develop and implement robust investment risk management frameworks aligned with Public Investment Fund (PIF) standards, international best practices, and regulatory requirements. Support the continuous improvement of enterprise risk management (ERM) frameworks, policies, and procedures. Investment Risk Assessment Conduct comprehensive risk assessments for new and existing investments across financial, operational, strategic, market, and ESG dimensions. Evaluate investment proposals and due diligence reports; provide independent risk-based recommendations to the Investment Committee. Monitoring & Reporting Monitor port...

Manages HNI/Ultra-HNI portfolios, investments, and wealth strategies.This role involves client relationship management, portfolio optimization, and ensuring financial growth and risk mitigation.

As a Fund Manager with a minimum of 3 years of investment experience, you will play a crucial role in driving deal sourcing, diligence, and portfolio operations within our PE/VC fund. Your responsibilities will include: - Sourcing, evaluating, and structuring investments to maximize returns. - Conducting due diligence and preparing comprehensive investment memos. - Managing portfolio monitoring and preparing performance reports to track investment performance. - Supporting fund operations, accounting tasks, and maintaining effective communication with LPs. - Coordinating with external administrators and vendors to ensure smooth fund operations. - Mentoring and guiding junior team members to ...

Senior Manager - Risk Insight Analyst (Portfolio) Role Purpose The role is responsible for performing deep data driven analysis, providing actionable insights, work with external parties to explore new attributes to help improve Credit risk for SBIC credit card portfolio and provide Loss forecasting. Further set up new reporting processes in line with internal or auditors requirements. Role Accountability 1. Perform deep dive analysis on the credit card portfolio utilizing large amounts of data. 2. Help improve the performance of credit card portfolio both in terms of underwriting and portfolio management/collections by providing actionable insights. 3. Liase with external parties like credi...

Responsibilities . To perform high quality and timely credit underwriting of new business transactions of Small, Mid and Large Corporates within delegated authority levels, understanding levels of risk and appropriate returns. . Preparation of credit reports as per specified formats and ensure compliance with risk policies and processes while working with sales team and provide timely support in closure of transactions. . Presentation of proposals to the approval authorities . Portfolio monitoring. . Portfolio reviews and record keeping for audit and regulatory requirements. . To liaise through structured meetings, with Sales and other members of the Risk Management team to ensure continuous...

As an Equity Research Intern at Vallum Capital Advisors Pvt. Ltd., you will have the opportunity to work with the Investment Team in Mumbai, gaining hands-on exposure to portfolio management. Your responsibilities will include: - Conducting fundamental research on listed Indian companies across sectors - Preparing financial models, valuation analyses, and earnings projections - Tracking and analyzing sectoral and macroeconomic developments impacting investments - Assisting in preparing research notes, presentations, and investment recommendations - Supporting portfolio monitoring by analyzing company updates, quarterly results, and news flow - Collaborating with senior analysts on live proje...

Lead Analyst- Portfolio Monitoring : Elevate Your Impact Through Innovation and Learning Evalueserve is a global leader in delivering innovative and sustainable solutions to a diverse range of clients, including over 30% of Fortune 500 companies. With a presence in more than 45 countries across five continents, we excel in leveraging state-of-the-art technology, artificial intelligence, and unparalleled subject matter expertise to elevate our clients' business impact and strategic decision-making. Our team of over 4, 500 talented professionals operates in countries such as India, China, Chile, Romania, the US, and Canada. Our global network also extends to emerging markets like Colombia, the...

Senior Analyst- Portfolio Monitoring : Elevate Your Impact Through Innovation and Learning Evalueserve is a global leader in delivering innovative and sustainable solutions to a diverse range of clients, including over 30% of Fortune 500 companies. With a presence in more than 45 countries across five continents, we excel in leveraging state-of-the-art technology, artificial intelligence, and unparalleled subject matter expertise to elevate our clients' business impact and strategic decision-making. Our team of over 4, 500 talented professionals operates in countries such as India, China, Chile, Romania, the US, and Canada. Our global network also extends to emerging markets like Colombia, t...

detailed credit analysis of potential borrowers, including assessment of financial statements Portfolio Monitoring Monitoring for Financial Ratio Completeness: troubleshooting and investigation Analyzing cash flow models. Credit Analysis Required Candidate profile Minimum 4 years experience in investment management including Credit Research Strong analytical and problem-solving skills, with proficiency in financial modeling and valuation.

As a Credit Risk Analyst, your role involves working on credit risk assessment of corporate entities across various sectors and regions. Your key responsibilities include: - Conducting research and analysis on entities to assess their credit strengths and weaknesses, and evaluate their business and financial risk profiles. - Considering potential sovereign or parent support in credit assessments. - Creating detailed credit assessment reports discussing company profiles and credit risk considerations. - Developing and updating financial models with financial analysis, capital structure analysis, key credit quality determinants, and financial projections. - Compiling industry databases and rep...

Business Evaluation and Market Research Evaluate business ideas and support investment decision-making by conducting thorough market research, sector deep-dives, and due diligence of proposed opportunities. Financial Analysis and Modeling Perform detailed financial analysis and build financial models to assess company performance and investment potential. Interpret financial and operational data to support the investment team in decision-making. Opportunity Sourcing and Investment Case Development Scout for potential investment opportunities, build strong investment cases, and conduct financial due diligence. Draft investment recommendations and portfolio review notes. Portfolio Monitoring a...

As an Investment Analyst at our financial firm in Jaipur, you will be responsible for conducting thorough financial research, analyzing investment opportunities, and providing insights to support informed investment decisions. Your expertise will contribute to the success of our investment strategies and portfolio management efforts as you collaborate with portfolio managers, research teams, and stakeholders across various asset classes. Key Responsibilities: - Conduct comprehensive financial analysis of companies, industries, and market trends to identify potential investment opportunities and risks. - Utilize various valuation methods like discounted cash flow (DCF), comparable company ana...

Strategic Planning: Develop and implement strategic portfolio plans to achieve business objectives. Project Coordination: Coordinate the planning and initiation of projects at various stages of completion. Monitoring Reporting: Monitor progress, budgets, and schedules of projects within the portfolio. Provide regular updates to stakeholders. Stakeholder Communication: Maintain effective communication with project stakeholders, ensuring transparency and alignment. Team Leadership: Foster a collaborative and high-performance team environment. Evaluation Decision Making: Develop criteria for evaluating project proposals and making portfolio decisions. Create rules and procedures for portfolio m...

As a Cash & Collateral Management Representative at our company, you will perform relatively complex assignments that have a direct impact on the business by ensuring the quality of tasks or services provided. You will work under little to no direct supervision and may service an expansive array of products/services. Your role will involve applying working knowledge of technical and professional principles and concepts, as well as in-depth knowledge of team objectives. You will understand how your assigned duties contribute to the work of the team/unit and coordinate efforts and resources to achieve the function's objectives. Your responsibilities will include ensuring the quality and servic...

About Corporate and Investment Banking (CIB) As a global leader in knowledge processes, research, and analytics, youll be working with a team that specializes in global market research, working with the top-rated investment research organizations, bulge bracket investment banks, and leading asset managers. We cater to 8 of the top 10 global banks, working alongside their product and sector teams, supporting them on deal origination, execution, valuation, and transaction advisory-related projects. What you will be doing at Evalueserve- The selected candidate will join the Private Credit team at Evalueserve that supports portfolio managers of a private equity firm in the portfolio monitoring p...

Role & responsibilities Initiate portfolio analysis on identified set of clients - Measure portfolio health across equity and non-equity product holdings for identified set of clients using established parameters at fixed intervals to ensure continuity Identify opportunities for rebalancing - Identify situations and opportunities from existing portfolio vis--vis our Research recommendation for stocks, funds, investment ideas and create a suggested approach document in standard template. Engage to adopt - Disseminate the suggested ideas to front end to initiate conversation. Create accountability by engaging with team members to improve adoption and eventually leading to execution. Contributi...

The role involves working on credit risk assessment of corporate entities across various sectors and regions. This includes preparing credit reports and financial models based on fundamental analysis for assigned credits/companies. The credit assessment process entails researching and analyzing entities to assess credit strengths and weaknesses, as well as weighing business and financial risk profiles. It also involves considering potential sovereign or parent support in credit assessments. Detailed credit assessment reports are prepared, covering company profiles and credit risk considerations. Financial models are updated and maintained, encompassing financial and capital structure analysi...

The Mortgage Specialist plays a crucial role in driving the Mortgage business within their territory. As the Mortgage Specialist, you are responsible for managing the P&L Account to deliver top line and bottom line results in alignment with the organization's objectives. Your primary focus will be on increasing Mortgage volumes and ensuring proper documentation. Your key responsibilities include creating and executing a Sales Budget and Plan, managing Customer Retention strategies, overseeing Recruitment and Product Training activities, and ensuring compliance with Company Operating Procedures. You will be involved in various aspects such as Portfolio monitoring, Project Approval, Legal, Tec...

As a Senior Professional in the Portfolio Company Data Operations team at KKR's Gurugram office, you will have the exciting opportunity to work at the intersection of data and finance. Your role will involve collaborating with a global team to collect, manage, and analyze financial data across a specific strategy. You will play a key role in ensuring that data from over 250 Private Equity Portfolio Companies is controlled, consumable, and curated to provide valuable insights and analytics to internal and external stakeholders. Your responsibilities will include performing monthly and quarterly data collection and reporting from financial statements using portfolio monitoring technology. You ...

Risk Analysis & Portfolio Monitoring – Early bucket flow, delinquency trends, EWS, and real-time monitoring. Credit Policy & Governance. ECL Modeling – Building, reviewing, and aligning Expected Credit Loss models with Finance and Credit teams.

Role: Investment Analyst - Infrastructure Team Role Summary: We are seeking dynamic and experienced professionals in the Infrastructure Buy-out Fund who can be part of our Investment Team at Neo Asset Management. We are looking at candidates who can demonstrate the agility to learn, provide in-depth analysis, deep understanding of valuation models and market nuances, portfolio monitoring, timely reviews, understanding regulatory frameworks, and risk management. Job Responsibilities: New Deal Opportunity Analysis: -Conduct thorough analysis of new deal opportunities across the infrastructure landscape, considering nuanced market dynamics and regulatory requirements. -Evaluate the deal and ass...

We are seeking a Credit Manager to lead our credit and risk management function. The role focuses on evaluating creditworthiness, formulating policies, and maintaining a balance between business growth and prudent risk control.

We are seeking a Credit Manager to lead our credit and risk management function. The role focuses on evaluating creditworthiness, formulating policies, and maintaining a balance between business growth and prudent risk control.

We are seeking a Credit Manager to lead our credit and risk management function. The role focuses on evaluating creditworthiness, formulating policies, and maintaining a balance between business growth and prudent risk control.