Financial Portfolio Specialist

Job Title: Portfolio Management SpecialistResponsible for acquiring and managing high net worth customers under a preferred program. This includes providing a superior customer experience, enhancing relationship profitability through cross-sell, upsell, family account acquisition, and retention.The specialist also works on acquiring new-to-bank...

Portfolio Modernization Leader Job Description:Strategic Cloud Initiative: Oversee the modernization of cloud-based financial portfolios to enhance scalability, security, and cost-effectiveness.Enterprise Deployment Expertise: Manage the deployment of cloud-enabled tools and solutions to end users, ensuring seamless adoption and minimal disruption.Cloud...

Job SummaryAs a Portfolio Management Associate, you will play a crucial role in the efficient management of our private equity funds. Your responsibilities will include updating and maintaining portfolio details, managing investor specific reporting templates, and analyzing fund performance.Key ResponsibilitiesManage and update portfolio details for various...

Job Title: Quantitative Product SpecialistAbout the Role:We are seeking a detail-oriented professional to support our client's global investment strategies. This role combines analytical support with client-facing responsibilities, requiring expertise in research, portfolio management, and client engagement.The role offers exposure to multiple stages of the...

Job Title:Forward Deployed AnalystAbout the Role:We are seeking a highly skilled Forward Deployed Analyst to partner with our portfolio managers, risk managers, analysts, and CIOs. As a Forward Deployed Analyst, you will work closely with our teams to analyze portfolios, uncover alpha, beta, and idiosyncratic drivers, and design and validate analytics that...

Financial Markets and Portfolio Development AssociateThis opportunity is ideal for students or recent graduates in Finance, Economics, Quantitative Analysis, or Commerce domains to acquire hands-on experience in financial markets, investment analysis, and portfolio management.Key Responsibilities:Monitor and analyze global equity, bond, and derivative market...

Job Title: Portfolio LeaderRole Overview:As a Portfolio Leader, you will oversee a large-scale portfolio focused on serving Banking and Finance clients in Data & AI space.Key Responsibilities:Portfolio Management:Oversee end-to-end delivery across a portfolio of projects within the Banking and Finance sector.Manage and lead a large team of resources,...

As a skilled Treasury Manager, you will be responsible for handling margin calls and monitoring short-term liquidity of funds. You will gain a strong understanding of the portfolio, its financing structure, and dynamics to efficiently analyze causes for change in liquidity.Understanding various margining methodologies of several agreements in a portfolio and...

Financial Efficiency Specialist - OperationsWe are seeking a qualified Financial Efficiency Specialist to drive financial excellence across procurement and operational functions.The role focuses on enhancing financial performance through strategic analysis, vendor partnerships, and cost optimization initiatives.

Job Title: Financial Management SpecialistWe are seeking a highly skilled Financial Management Specialist to join our team. This individual will be responsible for managing financial records, preparing financial reports, and ensuring compliance with financial regulations.Key Responsibilities:Manage financial records and prepare financial reportsReconcile...