Senior Portfolio Analyst

3 days ago

mumbai, India beBeeInvestment Full time

Investment Professional OpportunityAs a key member of our team, you will be responsible for monitoring and reviewing investment portfolios, as well as arranging data inputs for senior professionals. Your task is to prepare high-quality, customized investment insights, documents, and reviews for clients within a tight turnaround time.You will analyze various investment options and provide tailored insights based on clients' suitability and risk profiles. Additionally, you will prepare yearly review and rebalancing reports for clients within the specified timeframe.Continuous monitoring and tracking portfolios with the help of Relationship Managers are essential to build fresh Assets Under Management. Maintaining and analyzing Market Information Systems at regular intervals are also critical tasks.Collaboration with the Product Team and other stakeholders is vital, as you will act as a bridge between them to discuss nuances and positioning new product ideas.A strong understanding of market dynamics and its possible impact on portfolios is necessary. Building your own Assets Under Management is a key responsibility in this role.

  • Senior Portfolio Analyst

    2 weeks ago

    mumbai, India beBeeQuantitative Full time

    Financial Analyst RoleWe are seeking top-tier financial analysts to join our mission at a next-generation portfolio intelligence company powering hedge funds and asset managers.This role is not your typical modeling-and-memos analyst gig. Our analysts work hand-in-hand with product, engineering, and data science teams to build future institutional-grade...

  • Credit Portfolio Senior Analyst

    1 day ago

    Mumbai, Maharashtra, India Citi Full time

    C12 – AVP – Credit Portfolio Senior AnalystThe Credit Portfolio Senior Analyst is an intermediate-level position responsible for conducting credit reviews, credit approval and monitoring the portfolio to identify credit migration in coordination with the Risk Management team. The overall objective of this role is to manage Citi's portfolio exposure to...

  • Portfolio Analyst

    2 weeks ago

    Mumbai, Maharashtra, India Getwork Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Urgent Requirement for Portfolio AnalystJob DescriptionKey Responsibilities:Manage Portfolios: Take ownership of managing and supporting a portfolio of 4-6 companies, depending on your aptitude and performance.Analyze Data: Collect, analyze, and interpret complex datasets to inform strategic decisions and enhance the performance of portfolio...

  • Senior Portfolio Compliance Analyst

    1 week ago

    Mumbai, India F3400 FTAM (India) Pvt Ltd, OIC Mumbai Branch Full time

    At Franklin Templeton, we’re driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring...

  • Portfolio Review Analyst

    2 weeks ago

    Mumbai, Maharashtra, India SKS Enterpprises Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Position Name: Portfolio Review AnalystLocation: MumbaiExperience Range: yearsMandatory Requirement:Portfolio & Financial Analysis SkillsMIS ReportingGovernance, Compliance & Process Management Job Responsibilities1. Portfolio Performance Analysis:Analyze financial and operational performance of portfolio companies.Maintain and update portfolio tracking...

  • Senior Portfolio Compliance Analyst

    7 days ago

    Mumbai, Maharashtra, India Franklin Templeton Full time

    At Franklin Templeton, we're driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring...

  • Credit Portfolio Senior Analyst

    2 days ago

    Mumbai, Maharashtra, India Citi Full time

    The Credit Portfolio Senior Analyst is an intermediate-level position responsible for conducting credit reviews, credit approval and monitoring the portfolio to identify credit migration in coordination with the Risk Management team. The overall objective of this role is to manage Citi's portfolio exposure to clients and counterparties...

  • Senior Portfolio Compliance Analyst

    1 week ago

    Mumbai, India Franklin Templeton India Full time

    Job Description At Franklin Templeton, we're driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around...

  • Credit Portfolio Senior Analyst

    1 day ago

    Mumbai, Maharashtra, India Citi Full time

    Discover your future at CitiWorking at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.Job OverviewThe Credit Portfolio Senior Analyst is an intermediate-level...

  • AIS Portfolio – Senior Analyst

    3 days ago

    mumbai, India Teamware Solutions Full time

    Job Title: AIS Portfolio –Senior Analyst Location: Mumbai Experience Required: 4 – 6 Years Notice Period: Immediate to 20 Days Shift Timings: 5:30 PM – 2:30 AM / 6:30 PM – 3:30 AM Primary Responsibilities Monitor critical investment and investor activities for multiple portfolios and custodian banks Ensure accurate settlement of transactions and...