Portfolio Analyst

Analyst support for the advisor/relationship team will involve:Creating monthly portfolio reports for clients Examining monthly portfolio performance and advising clients on market trends and suggested asset allocationAdjusting portfolios in response to market changesWorking closely with the operations team daily to carry out transactions based on the action...

Job Title: Portfolio AnalystCompany: ConfidentialLocation: MumbaiExperience Level: 3-5 yearsResponsibilities:Interpret data from portfolio and analyze using statistical techniquesProvide regular reports on analysisCoordinate with advisors for data acquisition and database maintenanceGood knowledge of mutual funds and stocksConduct fundamental and technical...

Associate Allied Chemicals has been delivering ingredient solutions for the fragrance, flavor, food and personal care industries for over 45 years. As we expand our presence, we looking for a motivated Product Portfolio Analyst to become a part of our team. As Product Portfolio Analyst , you will play a key role in analysing our ingredient portfolio, vendor...

Job Title: Senior Portfolio Analyst-Wholesale Function / Department: Risk Job Purpose: Computation of Wholesale Bank portfolio and Exposure. In-depth knowledge and ability to prepare Quarterly Provision numbers as per the extant IRAC norms in coordination with all stake holders. Preparation of Monthly Risk Deck/Quarterly RMC Deck/ Ad hoc...

Description Role summary: This position presents candidates with a unique opportunity to join a growing group that offers significant exposure to all phases of the Direct Lending process. The incumbent will provide support for monitoring corporate debt and equity investments, including quarterly valuation and reporting, as well as support Ares...

We live in an increasingly complex world. Companies these days are either born global or are going global at record speed. Business and geopolitics are forging an entirely new dynamic and consumers now expect financial services to be a seamless part of their digital lives. Citi is a bank that's uniquely positioned for this moment. Through our vast global...

Role Responsibilities Job Summary The role holder will be responsible for proactively managing the credit risk (monitoring and analysis) of a complex portfolio of Global Credit Markets (GCM) accounts in close co-ordination with the originating deal team. Responsibilities Strategy Proactive, comprehensive and timely credit analysis through BCA renewals,...

Company Description Eq Clique is a membership community set up by Equalifi for sophisticated investors.It offers bespoke education programs, networking events, investing insights, and a diverse range of alternative investments.Role Description This is a full-time role for an Investment Analyst.The Investment Analyst will be responsible for conducting...

Newgen Business Analyst Job Title: Business Analyst - Newgen Product Portfolio and other Application Evaluation ( evaluation , Implementation and Run phase ) Job Description:We are seeking a skilled Business Analyst with in-depth knowledge of the Newgen product portfolio and experience in evaluating and managing applications throughout their lifecycle. The...

Leveraged Portfolio Group Analytics - AssociateThe Global Leveraged Portfolio Group Credit Team ("LPG") within Institutional Credit Management ("ICM") is seeking an Associate to join its Analytics team. The Associate is an intermediate level professional with the goal to deliver best-in-class credit risk analysis, monitoring and credit administration as a...

In a world of disruption and increasingly complex business challenges, our professionals bring truth into focus with the Kroll Lens. Our sharp analytical skills, paired with the latest technology, allow us to give our clients clarity—not just answers—in all areas of business. We embrace diverse backgrounds and global perspectives, and we cultivate...

Policy & Portfolio Monitoring-Retail Assets: From 5 to 10 year(s) of experience- ₹ Not Disclosed by Recruiter MumbaiorRoles and Responsibilities1 Closely Associate with stakeholders to deliver projects on technology/process with overarching- knowledge on all key retail asset products vis; Credit Cards, Retail Loans, MFI, Agri Loans 2 Responsible for...

Opportunity to work in a global fund in a unique roleOpportunity to work directly with CEOs and senior leaders across various domainsAbout Our ClientThe firm is an international, family-backed evergreen investment company and partners with entrepreneurs who are building the next generation of category-defining brands that will positively impact the consumer...

The Regulatory Risk Analyst II is a position responsible for portfolio monitoring and identifying credit trends by organizing and analyzing large amounts of data and providing in-depth and sophisticated analysis with interpretive thinking to define problems, develop innovative solutions, and make recommendations that influence decisions of key business...

Opportunity to work in a global fund in a unique role Opportunity to work directly with CEOs and senior leaders across various domains About Our Client The firm is an international, family-backed evergreen investment company and partners with entrepreneurs who are building the next generation of category-defining brands that will positively impact...

About the internship:Key responsibilities:1. Understanding and analyzing different investment asset classes such as equities, mutual funds, bonds, and private equity2. Understanding different types of investment structures in the US (custodians, banks, etc.)3. Prepare and record accounting entries in compliance with US GAAP accounting standards4. Perform...

About the internship:Key responsibilities:1. Understanding and analyzing different investment asset classes such as equities, mutual funds, bonds, and private equity2. Understanding different types of investment structures in the US (custodians, banks, etc.)3. Prepare and record accounting entries in compliance with US GAAP accounting standards4. Perform...

Role DescriptionThis is a full-time on-site role for an associate or analyst at our Mumbai office. The Associate/Analyst will be responsible for various day-to-day tasks related to accounts, finance, reconciliation, retail loan account portfolio management, documentations, MIS etc.QualificationsStrong analytical and problem-solving skillsKnowledge of...

The Global Leveraged Portfolio Group Credit Team ("LPG") within Institutional Credit Management ("ICM") is seeking an Associate to join its Analytics team. The Associate is an intermediate level professional with the goal to deliver best-in-class credit risk analysis, monitoring and credit administration as a partner to broader ICM Underwriting and Banking,...

Role/Job Title: Credit Analyst-NBFC Function/ Department: Wholesale Banking Job Purpose: Prepare credit proposals to support credit committee decisions regarding the client's portfolio quality, overall capital adequacy, liquidity, management quality, credit rating etc of the proposed financing. Roles & Responsibilities: Performing credit...