14 Portfolio Performance Jobs

Role Overview: As a Global Analytics Risk Operations Analyst at AB, you will be responsible for supporting the Global Risk liquidity and risk reporting. Your role will involve overseeing the day-to-day activities of the team, ensuring timely delivery of analytics reports, reviewing and maintaining data quality, contributing to process improvement initiatives, and collaborating with cross-functional teams to ensure data accuracy and consistency. Key Responsibilities: - Ensure timely delivery of standard and ad-hoc analytics/reports. - Review and perform quality control on data to ensure accuracy of risk reports. - Contribute to process improvement initiatives and automations. - Manage data op...

Job Description Build your career in Portfolio & Perf Analysis while working in the world's most innovative bank which values creativity and excellence. As a Portfolio & Perf Analysis - Team Member within AM PAG, you will be instrumental in managing the global GIPS composite process. You will collaborate with various teams to implement strategic solutions and ensure the team operates as a Centre of Excellence. You will also be responsible for keeping up with changes in GIPS standards, managing external verification of composites, and providing ad hoc data research and analysis as needed by clients. This role provides an opportunity to develop strategic solutions, participate in UAT and Produ...

The role of Manager-Portfolio Data Analytics in the Wealth and Retail Banking department involves owning and driving the product life cycle for Investment Products. Your responsibility includes aligning business and technical components to deliver banking needs efficiently while managing teams, systems, processes, and culture conducive to scalability. Collaboration with Retail teams for product, operations, sales, policies, and compliance is essential to provide a seamless customer experience and position IDFC First as the primary bank for all banking needs. - Create product specifications based on customer inputs - Manage the product life cycle through customer segmentation and needs assess...

As a Finance Analyst at Wells Fargo, you will play a crucial role in financial research, reporting, and forecasting key metrics to support business performance. Your responsibilities will include identifying opportunities for process improvements, researching complex financial data, and communicating insights on product pricing and portfolio performance. You will exercise independent judgment to guide forecasting and validate key metrics, as well as present recommendations for delivering forecasting projections and financial reporting. To excel in this role, you should have at least 2 years of finance experience or equivalent demonstrated expertise. A CA/CMA/MBA Graduate with experience in f...

Job Title: Portfolio Strategist Location: Gurugram Job Type: Full-time Experience Required: 4+ years in Portfolio Management Preference: Immediate joiners About the Company: Creditas is an innovative FinTech Organisation that uses Machine learning and Technology to serve a simple mission- help Financial Institutions find better ways to reach and interact with their customers. Over 15 years, weve grown to become a leading provider of Customer Engagement Solutions to the top Financial Institutions in India. Job Purpose : Portfolio Strategist- will be responsible for managing and driving the performance of a defined portfolio of accounts/customers to ensure effective debt recovery and minimize ...

We are seeking a talented individual to join our investments team at Mercer. This role will be based in Gurgaon. This is a hybrid role that has a requirement of working at least three days a week in the office. Lead Specialist - Investments We are looking to hire a candidate in the Performance Reporting Team The role will be responsible for working closely with the Investment Consultants, to deliver comprehensive and accurate performance reports for pension clients and related support functions. This role will support analysis and research at every stage of the investment decision, risk management and investment monitoring process portfolio of clients. The role will focus on various aspects ...

•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 ...

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 t...

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 transformi...

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 ...

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 pr...

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,