253 Portfolio Monitoring Jobs - Page 6

Portfolio Monitoring and Reporting team - Alternative Investments, Private Equity This is an excellent opportunity for an initiative-taking professional to join our global Portfolio Monitoring team. This role demands a multi-faceted skillset that encompasses rigorous numerical analysis, high quality communication (verbal and written) and the ability to work effectively without supervision to contribute to the team objectives. What we look for We look to recruit bright, articulate, and numerate candidates who are not afraid of a challenge and are prepared to work hard and love what they do. Every member of the team plays a part in making our business what it is today and the more we grow, the...

Portfolio Monitoring and Reporting- Alternative Investments, Private Equity This is an excellent opportunity for an initiative-taking professional to join our global Portfolio Monitoring team. This role demands a multi-faceted skillset that encompasses rigorous numerical analysis, high quality communication (verbal and written) and the ability to work effectively without supervision to contribute to the team objectives. What we look for We look to recruit bright, articulate, and numerate candidates who are not afraid of a challenge and are prepared to work hard and love what they do. Every member of the team plays a part in making our business what it is today and the more we grow, the more ...

Portfolio Monitoring and Reporting team - Alternative Investments, Private Equity This is an excellent opportunity for an initiative-taking professional to join our global Portfolio Monitoring team. This role demands a multi-faceted skillset that encompasses rigorous numerical analysis, high quality communication (verbal and written) and the ability to work effectively without supervision to contribute to the team objectives. What we look for We look to recruit bright, articulate, and numerate candidates who are not afraid of a challenge and are prepared to work hard and love what they do. Every member of the team plays a part in making our business what it is today and the more we grow, the...

The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. Thats why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take t...

About your team General Counsel (GC)is a trusted advisor to all parts of FIL, providing high-value independent advisory and assurance expertise through our specialist teams. GC comprises of Legal, Risk, Compliance, Tax, and Public Policy & Strategic Relationship Management. General Counsel Shared services function is a global centre of expertise currently being built out in Dalian and India. It provides operational support and services to the General Counsel function. The Investment Compliance Advisory team is responsible for providing compliance advice and support to the investment teams, including fund managers, research analysts, trading desks, corporate finance and their respective suppo...

Opportunity Evaluation & Research, Business Case Development, Deal & Project Management, Portfolio Monitoring, Stakeholder Collaboration. Exposure to multi-sector analysis, with preference for candidates having experience in manufacturing business. Required Candidate profile CFA, MBA (Top-tier institutions preferred) or equivalent finance/strategy qualification. 2–4 years’ experience in investment banking, consulting, corporate strategy, private equity.

About the Department: Financial Process Services (FPS) is a vertical of TresVista that works with major clients in the spectrum of the financial services industry. FPS caters to their needs related to accounting & financial data extraction and spreading and enables holistic view based on summarized data & information which is consumed at various levels and by finance professionals. Exposure to processes related to core finance and accounting clubbed with innovative techniques and software adds value to the professional growth of aspirants looking for a career in the finance industry. Key Role Deliverables: Leading project requests, guiding Analysts on execution and ensuring their output is c...

Credit Analysis & Underwriting Portfolio Monitoring Monitoring for Financial Ratio Completeness: troubleshooting and investigation Troubleshooting Power BI Issues analyzing cash flow models. Credit Analysis Required Candidate profile Advanced (5+ years) Financial Data Analysis Experience Intermediate (3+ years) with Financial and Accounting Concepts Some (1+ year) SQL Experience Experience with Credit Underwriting.

Key Responsibilities- To support the Global Investment Compliance colleagues in review and evaluation of Investment Restrictions and recommend and implement such investment restrictions for compliance testing. Liaison with the broader Investment Compliance colleagues globally to ensure that investment restrictions coded on the compliance system are correctly interpreted; this may require discussions with Client Services, Relationship Directors, Legal and Product teams. Identify, track, resolve and report compliance breaches in-line with internal policy and regulatory requirements. To assist with ongoing review of relevant processes and procedures to ensure best practice by bringing efficienc...

The company is a dedicated solar partner for businesses across Asia and Africa, aiming to have a big social impact by reducing carbon emissions, creating jobs, increasing energy access, and saving money for businesses in emerging markets. Candi's approach is to provide flexible, end-to-end solar and battery solutions, taking the risk so partners don't have to. Leveraging experience in finance, engineering, and asset management, Candi guarantees optimized systems for maximum returns. The company is seeking an ambitious and energetic Credit Analyst to help lead the solar revolution. The role requires creativity, innovation, and a new way of thinking, particularly in dealing with financial info...

As a Credit Associate at Redaptive, your primary responsibility is to assess and evaluate the credit risk associated with the company's customers and counterparties. This pivotal role involves conducting comprehensive analysis of creditworthiness, preparing financial spreads, evaluating financial data, identifying potential risks that may impact business operations, monitoring existing clients, and assigning risk ratings. Collaboration with various teams within the organization, including Finance, Sales, IT (Salesforce), and other departments is essential to ensure that sound credit decisions align with company objectives and risk tolerance. Your insights and recommendations will be instrume...

As a Portfolio Monitoring Specialist, your primary responsibility will be to monitor the portfolio on an ongoing basis while strictly adhering to the Credit Monitoring Policy. This includes conducting regular monitoring of the portfolio, organizing Credit Monitoring Committee Meetings, and reporting actionable insights to various authorities. You will be required to constantly monitor events related to borrower accounts and conduct annual reviews of accounts. Additionally, you will be responsible for appointments and maintenance of Vendors such as Lenders Independent engineer, Lenders Legal counsel, and Lenders insurance consultant. Your role will involve identifying stress accounts and reco...

You will be responsible for formulating, reviewing, and implementing the credit policy for the Personal Loan business in compliance with regulatory and business requirements. This includes overseeing portfolio monitoring and ensuring policy governance on credit decision systems. Your key responsibilities will include formulating and implementing policies, procedures, and guidelines for credit appraisal, credit risk models, and frameworks. You will collaborate with cross-functional teams to drive the credit policy agenda and ensure the correct implementation of credit policy guidelines in origination systems and decisioning platforms. You will manage the Rule engine for credit decisions and a...

As the person responsible for the formulation, review, and implementation of credit policy for the Personal Loan business, your primary focus will be to ensure compliance with regulatory requirements and business needs. Additionally, you will oversee portfolio monitoring activities and ensure proper governance of credit decision systems. Your key responsibilities will include: - Formulating and implementing policies, procedures, and guidelines for credit appraisal, credit risk models, and frameworks. - Collaborating with cross-functional teams to drive the credit policy agenda and ensure the correct implementation of credit policy guidelines in origination systems and decisioning platforms. ...

You should have a strong understanding of various financial products such as Term loans, Working capital, and structural products. Your role will be sector agnostic and require the following skills: - Conducting due diligence of corporate, group, and promoters - Analyzing financial statements - Understanding industry and market dynamics related to proposals and applying them in credit assessments and risk mitigation - Conducting site visits and having personal discussions with promoters/CFO - Preparing credit notes and specifying deal-specific covenants - Ensuring adherence to internal credit policies and documenting any deviations in the credit note - Approving/recommending credit limits an...

Job Title: Risk Manager Location: Chennai, Mumbai Employment Type: Full-Time Experience: 15 years Qualification: Chartered Accountant (CA)/ MBA Key Responsibilities Analyze financial statements and assess credit risk for corporates and financial institutions. Conduct due diligence, prepare credit proposals, and present findings to management. Develop risk scorecards and models; suggest risk mitigants. Monitor macroeconomic trends and regulatory changes. Collaborate with internal teams and manage stakeholder communication. Travel pan-India for client monitoring and deal execution. Desired Skills Strong analytical and financial interpretation skills. Experience in structured credit/lending, po...

We are looking for a highly motivated professional in the Valuation and Portfolio Monitoring domain to join our experienced and collaborative team in Bangalore. You should have a strong interest in venture capital and private equity asset classes, possess exceptional financial modeling skills, and be experienced in creating detailed and complex financial models. Additionally, you should have a mindset focused on establishing top-notch global processes from the ground up. As the ideal candidate, you should have 2-6 years of relevant experience and hold a qualification such as CA, CPA, MBA (Finance), or CFA. Your responsibilities will include: - Understanding the economics and value drivers of...

We are a fast-growing, excellence-oriented mutual fund distribution and fintech firm with a focus on delivering exceptional solutions to our clients. As we grow our operations catering to domestic/NRI /retail and ultra-HNI clients, we are seeking a focused, detail-oriented, and empathetic Client Relationship Associate to join our team. Who are we Cambridge Wealth is a respected brand in the wealth segment, having won awards from BSE as well as Mutual Fund houses. Our clients include renowned professionals from various industries. To learn more about us, visit www.cambridgewealth.in What you will do: Client onboarding: Facilitate smooth onboarding of new clients, including High Net Worth Indi...

The Commercial Banking Portfolio Manager position at Wells Fargo involves supporting the Credit Underwriting and Portfolio Monitoring processes to ensure compliance with relevant credit policies and procedures. Your responsibilities will include performing reviews of credit reports, validating financial analysis for commercial loans, identifying credit policy exceptions, and escalating risks as necessary. Additionally, you will be expected to document findings, provide expertise for business initiatives, and quality-check the work of junior team members. The ideal candidate for this role should have an MBA in Finance or Banking, Cost and Management Accountancy, Chartered Accountancy, or post...

The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. Thats why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take t...

Department: Lending Services Job Purpose We are looking for a passionate, energetic individual to join our Lending Services division. You will be part of team working as an extension to our European based client ensuring we fulfill the applicable SLAs. Key Responsibilities Project Finance Portfolio Monitoring Credit Review: Perform detailed annual and quarterly credit reviews for allocated projects, assessing performance against original underwriting assumptions and covenants. Analyze financial, operational, and technical performance of the projects, including key project milestones (for construction phase) and actual vs. budget comparisons (for operational phase). Monitor key financial metr...

Roles & Responsibilities: Portfolio Risk Monitoring & Control Maintain operational and credit risk controls over sanctioned and disbursed portfolios using effective monitoring tools Monitor portfolio delinquency trends across locations, customer profiles, products, and programs Analyze portfolio behavior and identify reasons for defaults at individual and segment levels Suggest modifications in policies and programs based on portfolio trends and risk analysis Portfolio Analytics & Reporting Design, develop, and maintain portfolio dashboards for delinquency, repayment, outstanding balances, disbursement, and sanction monitoring across critical parameters and demographics Benchmark competition...

Role & Responsibilities Team Lead (Liabilities & Wealth Management) Team & Business Management Effectively manage a team of Relationship Managers (RMs) to meet organizational goals related to liability book growth, fee income, and portfolio quality . Provide ongoing guidance, mentoring, and coaching to RMs to ensure delivery of a superior customer experience . Monitor and drive adherence to the operating rhythm cadence , ensuring regular customer interactions and relationship deepening. Customer Engagement & Service Conduct joint client meetings with RMs to support business conversions and strengthen client relationships. Manage customer complaints and service issues to ensure satisfactory c...

The key objective of the job is to conduct credit analysis of proposals and prepare credit notes. You will be responsible for facilitating faster deal closures by actively participating in deal structuring and credit enhancement while maintaining a balance between business growth and portfolio quality. It will be essential to meet new and existing customers regularly and monitor the portfolio to identify any signs of stress in accounts and take necessary corrective actions. Your primary responsibilities will include ensuring the quality of credit underwriting, monitoring the portfolio performance in terms of delinquencies, deferrals, annual reviews, and renewals. You will also be required to...

Role & responsibilities Implement Policy changes, work on alternative channel development Implement and monitor Data based changes to existing policy programs and impact monitoring of the same Enhancing understanding of sales manpower for rolled out policies Enhancing contribution of Direct sourcing in existing disbursements Enhancing volumes from partnership channels. Drive overall effectiveness of business sourcing by using data insights and program management