Portfolio Manager, Associate

About The Role : 

Job TitlePortfolio Manager

LocationMumbai, India

Corporate TitleAssociate

Role Description

Risk & Portfolio Management (RPM) is part of the global Trade Finance and Lending (TF&L) group and is responsible for developing and coordinating a comprehensive risk-to-revenue strategy to maximize portfolio risk/returns while proactively managing risk, balance sheet consumption for Trade Finance & Lending. Portfolio Management is responsible for ensuring TF&L perform optimally within the Key Performance Indicators for risk and resource utilization on a regional and global level, and for allocating financial resources to fit TF&L strategic goals with an emphasis on risk awareness, sustainable business, and efficient resource utilization.

What well offer you

As part of our flexible scheme, here are just some of the benefits that youll enjoy

- Best in class leave policy
- Gender neutral parental leaves
- 100% reimbursement under childcare assistance benefit (gender neutral)
- Sponsorship for Industry relevant certifications and education
- Employee Assistance Program for you and your family members
- Comprehensive Hospitalization Insurance for you and your dependents
- Accident and Term life Insurance
- Complementary Health screening for 35 yrs. and above
- Training on the job and close collaboration with our team in Mumbai, as well as onshore RPM teams, e.g. in Frankfurt, Singapore and New York

Your key responsibilities

TF&L Portfolio Manager is in close collaboration with onshore RPM Portfolio Management colleagues - responsible for further improving the risk-reward of the TF&L and wider CB portfolio through efficient allocation of risk resources by:

- Identifying and driving portfolio optimization while ensuring the TF&L portfolio performs optimally within agreed upon Key Performance Indicators (KPI)
- Increasing transparency on portfolio via reporting and analysis, including country, industry, and client reviews
- Facilitating the preparation of regular portfolio reports and automation and streamlining of related tasks, processes and data sourcing
- Performing ad hoc analytics for senior management and outside requests
- Monitoring overall portfolio financial & risk metrics (capital consumption, carbon, industry, country limits) and risk-return performance
- Liaising with regional RPM teams, and key stakeholders (CRM, ERM, GCAF) to shape overall TF&L and wider CB risk and resource utilization strategy.

Your skills and experience

years of work experience in relevant field of Finance/Economics
- Background in portfolio/credit risk/rating agency desired
- Good analytical and problem-solving skills.
- Ability to work in virtual teams and in matrix structures
- Focus on details and ability to handle multiple tasks under tight deadlines
- Strong communication skills with excellent English, both orally and written
- Demonstrated flexibility and willingness to work for a global team with intensive international exposure.
- Experience with Trade Finance & Lending products and regulatory topics is a plus.

Education | Certification (Recommended):

- Bachelors/ Masters degree in Economics, Finance or Engineering

Technical Competencies:

- Knowledge of advanced Excel, Power Queries, Macros, and good understanding of working with large datasets
- Knowledge on Python, Tableau, and other analytical/reporting tools is a plus

Business Competencies:

- Communication - Experienced
- Financial Management - Basic
- Industry Knowledge Experienced
- Innovation Experienced
- Managing Complexity Experienced
- Product Knowledge (internal & external) Basic
- Risk Management - Experienced