Portfolio Quality Analyst - Investment APM

2 - 6 years

0 Lacs

Posted:1 day ago| Platform: Shine logo

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Job Type

Full Time

Job Description

Job Description: As a Portfolio Quality Analyst at the leading global investment management firm, AB, you will support Associate Portfolio Managers in ensuring accurate and efficient portfolio decisions. Your role will involve working across all asset classes and collaborating closely with teams throughout the AB enterprise, including Operations and Technology teams. You must show an interest in financial markets and develop a deep understanding of the products, operational policies, and procedures. Key Responsibilities: - Perform start-of-day quality control checks to verify data accuracy and integrity - Assist in reviewing portfolios to identify strategy dispersion, validate lifecycle events, or investment workflow completion - Examine and investigate post-trade compliance alerts to ensure adherence to investment guidelines - Support the account opening process by initiating market openings, ISDA requests, system setup, and other activities to ensure readiness - Test client guidelines to ensure correct coding and compliance with internal standards - Assist in preparing investment and portfolio reports - Support routine or ad-hoc client requests - Identify opportunities to re-engineer and automate processes to boost operational efficiency, improve client service, and strengthen risk controls Qualifications Required: - Master's degree with two to five years of relevant industry experience - Motivated self-starter with a passion for process improvement and using technology to solve complex problems - Strong interest and experience in financial markets, especially asset management - Excellent problem-solving and analytical skills - Effective communication skills and a strong desire to work in a team-oriented environment - Deep understanding of risk management and the overall control environment - Strong soft skills such as adaptability and creativity - Experience with Fixed Income, Equities, Currency, and/or Global Markets is preferred - Proficiency in Microsoft Excel and exposure to coding is a plus (SQL, Python) - Team Lead Experience managing a team of 3 or more, with the ability to contribute insight towards solving problems Location: Pune, India,

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