Portfolio Compliance

4 days 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

    4 days 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...

  • Project portfolio manager

    2 weeks ago

    Chennai, India Vikram Solar Full time

    To lead the Project Portfolio Management Office (PMO) through a strong consulting-driven approach , ensuring standardized governance, performance monitoring, risk management, and strategic alignment across solar, EPC, and infrastructure projects. The role aims to enhance execution efficiency, resource optimization, and governance maturity across the...

  • Portfolio Operation Analyst

    2 weeks ago

    Chennai, India Hitachi Rail Full time

    Description :The opportunity A Product Portfolio Analyst support BU's product portfolio management and product management teams in informed strategic decisions by performing tasks such as conducting market and competitor analysis, analyzing financial performance, creating data-driven reports and dashboards, and collaborating with cross-functional teams to...

  • Sme Portfolio Manager

    5 days ago

    Bengaluru, Chennai, Hyderabad, India ti Steps Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Job Summary:We are seeking a highly skilled and proactive SME Portfolio Manager to manage and oversee the portfolio of small and medium enterprise (SME) clients. The ideal candidate will be responsible for assessing credit risk, managing relationships, monitoring portfolio performance, and ensuring growth and profitability while minimizing risks.Key...

  • Accounting Portfolio Manager

    7 days ago

    Chennai, India Corenza Full time

    A rapidly growing investment management firm specializing in alternative funds, offering customized solutions for investors. Manages fund accounting, NAV computation, portfolio tracking, investor reporting, compliance, audits, fee management, and enhances efficiency through automation. Fund Accounting & Reporting • Maintain books of accounts for multiple...

  • senior executive – financial portfolio for our mnc client immediately

    2 weeks ago

    Chennai, Tamil Nadu, India Swathi Business Solutions Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Experience: 5 - 6 YearsLocation: CHENNAICTC TO BE OFFERED : Mention Your Current & Expected CTCNotice Period: IMMEDIATE TO 30 DAYSKeySkills:INVESTMENT & PORTFOLIO MANAGEMENT SKILLS, FINANCIAL ANALYSIS & MARKET RESEARCH, TRADING & EXECUTION CAPABILITIES, CLIENT MANAGEMENT & COMMUNICATION, REGULATORY & COMPLIANCE KNOWLEDGE, BUSINESS DEVELOPMENT & CROSS-SELLING...

  • Chief Manager

    3 weeks ago

    Chennai, India TVS Credit Services Full time

    Job Description Key Responsibilities: - Develop and manage credit policies for Consumer Durable Loans across various products and geographies. - Design rule-based or scorecard-driven underwriting criteria in line with risk appetite and market trends. - Work closely with OEMs, retailers, and sales finance teams to align credit policies with business strategy....

  • Project Portfolio Controlling Executive

    7 days ago

    Chennai, Tamil Nadu, India Nordex SE Full time

    **Project Portfolio Controlling Executive**: - REQUISITION ID: 9536 - LOCATION: Chennai, TN, IN, 600119 - DEPARTMENT: Engineering **Tasks**: - Project expense control (deviations, update, exchange with PMs, etc.), analysis & reporting - Financial support to PMs, TLs and HoD Portfolio Management. - Project risk management - Team costs forecast & purchase...

  • Senior Compliance Associate

    1 week ago

    Chennai, India Yubi Markets Full time

    Yubi, formerly known as CredAvenue, is re-defining global debt markets by freeing the flow of finance between borrowers, lenders, and investors. In March 2022, we became India’s fastest fintech and most impactful startup to join the unicorn club with a Series B fundraising round of $137 million.Yubi Markets is a one stop platform for all wealth products &...

  • Senior Compliance Associate

    7 days ago

    Chennai, India Yubi Markets Full time

    Yubi, formerly known as CredAvenue, is re-defining global debt markets by freeing the flow of finance between borrowers, lenders, and investors. In March 2022, we became India’s fastest fintech and most impactful startup to join the unicorn club with a Series B fundraising round of $137 million.Yubi Markets is a one stop platform for all wealth products &...