Portfolio Compliance

2 weeks ago


Chennai, India CRISIL Full time

**Overview**:
**Responsibilities**:

- Build or update and test any new restricted issuer lists in the queue
- Test new investment restrictions as they are being built and added to the library
- Test the existing rule library (inclusive and beyond restricted issuer lists) using test scripts provided by Guideline oversight team
- Perform quality control reviews of the existing set of portfolios, following procedures and training provided by Guideline oversight team
- Other projects and initiatives as assigned by the Guideline oversight team (like rule library consolidation, etc).

**Skill set required**:

- Experience building and testing portfolio compliance rules for the Aladdin order management system.
- Beyond the knowledge of Aladdin, experience reviewing investment guidelines and investment management agreements, as well as knowledge of investment products is also important.
- General understanding of investment instruments, derivatives, and portfolio investment


  • Portfolio Compliance

    2 weeks ago


    Chennai, India CRISIL Full time

    **Overview**: **Specific Tasks**: The person would be provided with access to a workflow tool which tracks trades and the order management systems (Aladdin and Charles River). Following will be main responsibilities: - Partner with AMGO team members to administer daily post trade compliance responsibilities in applicable order management systems (review and...

  • Portfolio Manager

    3 weeks ago


    Chennai, Tamil Nadu, India Peoplemint Consultants Full time

    J Hiring for "Portfolio Manager" in a leading Bank. Job Title: Portfolio Manager – Mid-Market Group (MMG) Location-Chennai Job Responsibilities: Manage and grow a portfolio of MMG clients through acquisition of new accounts and retention of existing relationships. Identify client needs and offer customized banking solutions across assets, liabilities,...


  • Chennai, Tamil Nadu, India beBeePortfolio Full time ₹ 10,00,000 - ₹ 15,00,000

    Job Description:Eligibility criteria for registering as a portfolio manager with SEBI include:The applicant must be a corporate entityThe applicant requires necessary infrastructure, such as office space, equipment and personnelThe applicant shall appoint a compliance officerThe principal officer of the applicant has:A professional qualification in law,...


  • Chennai, Tamil Nadu, India beBeeInvestment Full time ₹ 10,00,000 - ₹ 2,00,00,000

    Job Title: Portfolio Investment SpecialistAbout the Role:We are seeking an experienced investment professional to join our team as a Portfolio Investment Specialist. This is a unique opportunity for someone looking to leverage their analytical skills and experience in financial modeling to drive investment success.The ideal candidate will have a strong track...


  • Chennai, Tamil Nadu, India beBeeFinance Full time ₹ 24,00,000 - ₹ 36,00,000

    Job Opportunity:We are seeking an exceptional Relationship Manager to join our team. The ideal candidate will have a strong understanding of financial products and services, excellent communication and presentation skills, and the ability to analyze and review customers' existing portfolios.The successful candidate will also possess NISM Certification (MF...


  • Chennai, Tamil Nadu, India beBeeRisk Full time ₹ 75,00,000 - ₹ 1,55,00,000

    Job DescriptionRisk analysts play a pivotal role in ensuring the financial health of organizations by identifying emerging trends and making informed decisions.Key responsibilities include:Monitoring Loan Performance: Identifying early warning signals and risk trends in loan portfolios to ensure timely interventions.Financial Data Reconciliation: Conducting...


  • Chennai, Tamil Nadu, India beBeeAnalysis Full time ₹ 10,00,000 - ₹ 15,00,000

    Job Summary:The primary objective of the Collections Specialist role is to manage and optimize the collection of high-profile accounts within the portfolio. This involves adhering to a defined collection strategy, monitoring aged receivables, and ensuring compliance with established metrics and service level agreements.Key Responsibilities:Develop and...


  • Chennai, Tamil Nadu, India beBeePortfolioManagement Full time US$ 90,000 - US$ 1,21,000

    Job Title: Portfolio Management AssociateThe Amherst Merchant Banking business unit oversees investment management activities for the company. This includes raising new debt and equity capital, forming new ventures, strategically acquiring and disposing of properties, and managing and operating portfolio investments.The Merchant Banking division is seeking...


  • Chennai, Tamil Nadu, India beBeeRecovery Full time ₹ 45,00,000 - ₹ 75,00,000

    Job Title: Portfolio Recovery Specialist">About the Role:The Portfolio Recovery Specialist will oversee a portfolio of non-performing accounts and be responsible for devising, initiating, and implementing recovery strategies, including legal and out-of-court settlements.Key Responsibilities:Develop resolution plans for stressed accounts through discussion...


  • Chennai, Tamil Nadu, India beBeeRelationship Full time ₹ 8,00,000 - ₹ 12,00,000

    Role OverviewWe are seeking an experienced Retail Lending Portfolio Executive to join our team.Job DescriptionThe successful candidate will be responsible for acquiring, managing, and deepening client relationships in the retail lending segment.This role involves identifying lending needs, providing suitable product solutions, and ensuring high standards of...