8 Portfolio Performance Jobs

•Review & analyze pitch decks, business plans, financial models •Perform SWOT analysis •Attend meetings with promoters, founders, other investors •Conduct Industry, Competitive & Market research •Monitor portfolio performance, track KPIs, reporting Required Candidate profile •Strong financial modelling, business analysis capabilities •Engage confidently with senior entrepreneurs/promoters •Excellent communication, presentation skills •Proactive,entrepreneurial,independent

As a Business Aligned Finance Analyst, Assistant Vice President at Wells Fargo, you will participate in functions related to financial research and reporting in support of a specific business unit, division, or product. Your responsibilities will include reviewing and forecast analysis of key metrics, conducting financial consulting related to business performance, operating and strategic reviews, and identifying opportunities for process improvements within your scope of responsibilities. You will research low to moderately complex financial data to support management decision-making, create and communicate various activities such as product pricing, product, and portfolio performance, and exercise independent judgment to guide key metrics forecasting, closing data, and validation. Additionally, you will present recommendations for resolving all aspects of delivering key forecasting projections, as well as financial reporting to support monthly and quarterly forecasting, and develop expertise on reporting that meets brand standards and internal control standards. Collaboration and consultation with peers, colleagues, internal partners, and managers within finance and a given line of business will be essential to resolve issues and achieve goals. Required qualifications for this role include 2+ years of Finance experience, or equivalent demonstrated through work experience, training, military experience, or education. Desired qualifications encompass a Bachelor's/Master's Degree in Finance, Accounting, Business, or Economics; CA/CFA/MBA is a plus. A total of 07-10+ years of experience in a corporate, multi-line business organization is preferred, along with exposure to key accounting tools like Oracle Financials, Essbase, and SAP. The ability to prioritize multiple tasks in a fast-paced environment with critical deadlines, excellent communication skills (oral and written), organizational skills, and experience articulating issues, risks, and proposed solutions to management are also desired. An ideal candidate should be comfortable presenting to Finance leaders, possess the ability to work independently and within a team environment, and be able to build and maintain good working relationships with internal partners. The job expectations include having strong knowledge in PowerPoint, Tableau, or Power BI (a plus but not required), creating financial analyses to support business strategies and/or business cases, and developing real estate cash flow and GAAP-based analysis to make informed portfolio decisions. Other responsibilities involve conducting in-depth research of financial, operating and analyzing, interpreting, and reporting findings, collecting financial data, performing high-level analysis, testing for accuracy, identifying and resolving complex problems, analyzing the trends of Key Performance Indicators (KPI), and monitoring KPI to identify the cause of any unexpected variances. You will also be responsible for performing complex variance and trend analyses, communicating and providing guidance to business partners regarding relevant financial policies, creating monitoring systems or models to predict financial outcomes, recommending business strategies or approaches, and providing input to business strategic plans based on various analyses. Moreover, you will develop a "continuous improvement" ethos within the team and help drive this culture across the finance function, review month-end, year-to-date, and full-year financial results for a portfolio of properties, explain key variance drivers to stakeholders, highlight financial and operational risks and opportunities, review and adjust building budgets annually, provide assistance to other CPG departments involved in the process, and communicate occupancy rates to internal stakeholders while determining necessary occupancy rate adjustments due to changes within the real estate portfolio. Ad-hoc financial analysis as necessary or requested by Finance leaders or other CPG departments will also be part of your responsibilities. To support real estate strategy scenario modeling, you will interface with the CPG Financial Analysis team. The posting end date for this position is 13 Aug 2025, but the job posting may come down early due to the volume of applicants. Wells Fargo values Equal Opportunity and encourages applications from all qualified candidates, including women, persons with disabilities, aboriginal peoples, and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Candidates applying to job openings posted in Canada are encouraged to apply. Applicants with disabilities can request a medical accommodation during the application or interview process by visiting Disability Inclusion at Wells Fargo. Wells Fargo maintains a drug-free workplace and prohibits third-party recordings unless authorized. The recruitment and hiring requirements at Wells Fargo emphasize the direct representation of your own experiences during the process.,

As a Performance Analyst within the Performance and Risk Analytics Team at J.P. Morgan, you will be responsible for providing an overview and analysis of portfolio performance to institutional clients, such as investment managers and superannuation funds. Your role will involve delivering performance reports, including attribution, contribution, risk analysis, and other value-added services to ensure outstanding customer experience. You will collaborate with offshore locations to ensure the accurate and timely preparation of reports, while maintaining client relationships through query management and regular interaction. Additionally, you will review and update client procedures to enhance the month-end process efficiency and control. Participation in ad-hoc projects and standardized functions will be required, along with effective collaboration with team members and other departments. Key responsibilities include the timely and accurate delivery of performance reports, understanding the performance methodology used in the Performance system, and participating in training and development activities to enhance team skill sets and client service delivery. You will be expected to promote a culture of empowerment and decision-making, maintain documentation compliance, and demonstrate technical knowledge of investment instruments and markets. The successful candidate will possess strong analytical skills, attention to detail, and the ability to work independently while maintaining a strategic approach. A background in relevant performance analysis is advantageous, along with the capability to identify and implement training solutions, manage client relationships, and support staff through effective leadership and management. Your role will play a crucial part in ensuring client satisfaction and contributing to the overall success of the Performance and Risk Analytics Team at J.P. Morgan.,

As a global leader in assurance, tax, transaction and advisory services, we hire and develop the most passionate people in their field to help build a better working world. This starts with a culture that believes in giving you the training, opportunities and creative freedom. At EY, we don't just focus on who you are now, but who you can become. We believe that its your career and Its yours to build which means potential here is limitless and we'll provide you with motivating and fulfilling experiences throughout your career to help you on the path to becoming your best professional self. The opportunity: Quantitative Analysis : EY Consulting is building a better working world by transforming businesses through the power of people, technology and innovation. Our client-centric approach focuses on driving long-term value for our clients by solving their most strategic problems. EY Consulting is made up of three sub-service lines: Business Consulting (including Performance Improvement and Risk Consulting), Technology Consulting and People Advisory Services. We help our clients in identifying and managing the interplay between upside and downside risk in order to make the long-term decisions to prevent risk and impact on their organization's ability to meet its future business strategy and objectives. The 3 key fields of play are : Enterprise Risk - helps clients identify and address key risk areas, while building the agility to respond quickly. The areas of focus include Enterprise risk and resilience, Internal audit, Compliance and Internal controls Technology Risk - helps clients to achieve sustainable growth by supporting their efforts to protect their business performance and by providing trusted communications on internal control and regulatory compliance to investors, management, regulators, customers and other stakeholders. EY teams accomplish this by assessing the technology risks that are introduced to businesses. Financial Services Risk - helps clients in the financial sector to identify, manage and monitor the risks in their business. It is done through a transformative and agile approach including process and procedures, risk, data modelling and analytics, reporting to stakeholders and third parties, business requirements (for software selection and IT implementation), analysis of assets and liabilities, and capital and liquidity management. Role & responsibilities Ongoing proactive performance monitoring of the structured credit / asset-backed Finance portfolio, including servicer & originator dialogue. Financial modelling and sensitivity analysis Updating performance metrics in clients portfolio systems Preparation of quarterly reviews and presentation to Investment Committee Working with senior term members on refinancings, restructurings and exit of positions in the portfolio Collaboration with other teams across client, including Investor Relations, Risk and ESG in the creation of quarterly reporting, investor materials and other ad-hoc requests Where applicable, assisting with larger transaction Work-Out’ scenarios / Restructurings Opportunity to take ownership of the portfolio monitoring and reporting on certain deals Attributes required from successful candidates may be: Circa 2-4 years relevant experience – ideally in an advisory / quantitative / ABS / Securitisation / transaction services / leasing / restructuring / rating agency role Ability to learn quickly on the job and determination to upskill in new asset classes Experience working with ABS, structured finance, secured lending is useful Experience working with asset / NPL servicers is also useful Strong academic background Strong quantitative abilities - Power BI /Tableau /Python /SQL are useful (but not essential) skills Commercial awareness and an understanding of financial statements / modelling and structures Good report writing & presentation skills Preferred candidate profile Qualification and Experience: Any graduate / post-graduate. Experience range – 2 to 4 years Experience in portfolio monitoring and portfolio valuation, strong acumen of quantitative analysis and portfolio modelling using VBA and Python. The candidate should have hands on experience in SQL, Power BI/Tableau. The candidate should have experience of credit market and asset backed securities. What we look for People with the ability to work in a collaborative manner to provide services across multiple client departments while following the commercial and legal requirements. You will need a practical approach to solving issues and complex problems with the ability to deliver insightful and practical solutions. We look for people who are agile, curious, mindful and able to sustain positive energy, while being adaptable and creative in their approach.

The position of Associate/Analyst (Wealth Management) at Neo Group involves being an invaluable member of the Wealth Management Team, responsible for providing accurate analytics. You should have a solid understanding of markets and various asset classes. It is essential to be eager to learn and enhance your skill set continuously, willing to meet deadlines promptly. Your responsibilities will include engaging in multi-asset class research, using fundamental analysis and valuation models. You will assist in composing and maintaining model investment portfolios, conducting detailed client-level portfolio analysis, and preparing insightful reports. This analysis involves benchmarking progress against the plan, understanding market opportunities, and advising on portfolio changes. You should be proficient in working with large amounts of data and organizing them efficiently. Additionally, you will utilize specific software applications to attribute portfolio performance to individual securities or asset allocations. Supporting in client meetings, portfolio reviews, and gathering information from various product manufacturers will be part of your role. You will also assist senior relationship managers in day-to-day activities and manage High Net Worth Individual (HNI) clients. To excel in this role, you should be comfortable presenting proposals to Ultra High Net Worth Individuals (UHNIs) and Family Office clients. Furthermore, you are expected to prepare internal and external notes on products and markets, possess good communication skills, and stay updated on market trends and investment products. The ideal candidate for this position would hold an MBA in Finance, CFA, or CA, with a minimum of 1 to 2 years of experience in Private Banking, Wealth Products, Asset Management Company (AMC), Equity Research, or with a Multinational Bank/Financial Institution. Possessing NSIM certifications is preferred. Key requirements for this role include strong analytical and quantitative skills, knowledge of investment products and securities markets, and proficiency in advanced Excel and PowerPoint. If you are looking to contribute to a dynamic and forward-thinking Wealth Management team and have the required qualifications and skills, we encourage you to apply and be part of Neo Group's vision of empowering clients towards their financial goals and aspirations.,

Role & responsibilities Good experience in the investment management industry with an undergraduate degree from an accredited college or university Education and/or work experience relating to investment research/portfolio management, portfolio attribution Portfolio performance attribution and risk management/measurement skills/experience including FactSet, Bloomberg and Morningstar Direct or similar is required Interaction with Investments/Portfolio Managers is paramount where they can position our funds/performance well Strong analytical and quantitative skills including ability to generate spreadsheets and related reports for data analysis and interpretation Excellent communication and prioritization skills as well as high attention to detail to manage multiple initiatives and key projects in a time sensitive environment CFA, CIMA, CIPM or FRM required

Hiring manager who is exp in performance mgmt and EA role. Who is very sincere and well connected with the team member for their performance. Pls share CV on sarika.vasdev@provisionconsulting.in Required Candidate profile Location will be Aerospace, Bangalore. Strong comm skills and pleaseant personality is required.

experienced portfolio manager to create and manage investment portfolios for clients. will include crafting investment packages, managing client expectations, and transactions, will have experience in the financial servicesor investment sectors,