13 Portfolio Analytics Jobs

About the Role At Lendingkart we are looking for individuals who will be assisting the Credit Risk Head & CRO in active portfolio management strategies, including collections strategy. Some high level things you would own but not limited to: 1. Undertaking data analytics of LKs credit portfolios and providing weekly, monthly and quarterly credit risk reporting over the health and composition of the book to the management. This involves collaborating with the internal data science, finance & other teams as may be required. 2. Identify more meaningful ways to analyze and present insights and highlight the risks in the credit portfolios, including early stress build up, EWS, triangulation with external data sources, if any. 3. Develop recommendations to adjust credit policies by utilizing statistical scoring, segmentation and simulation techniques. 4. Documentation of various monitoring reports, portfolio/policy changes with rationale and data. 5. Manage Risk Appetite metrics What you would possess already: 1. A minimum of 8-10 years of experience, in NBFCs & FinTech’s in Credit Risk Analytics & Portfolio Management/Reporting. 2. Hands-on experience & ability to work as an individual contributor in carrying out statistical analysis using appropriate software and statistical programming languages e.g. Excel, SQL, Python, Power BI etc. 3. The ability to conduct complex risk analyses and provide senior management with business insights of portfolio quality and product and portfolio trends, and portfolio performance. 4. Strong communication skills (written and oral) . 5. Working experience in running projects within the Portfolio Management space which may include system changes, IFRS ECL implementation etc.

Calculating investment returns, risk-adjusted performance metrics, and attribution analysis using industry-standard methodologies on daily, monthly, and quarterly basis Implement ILPA's prescribed cash flow tables and transaction type mapping Required Candidate profile 5 years of experience in investment performance analysis understanding of GIPS standards, attribution methodologies, ILPA Experience with composite construction, GIPS compliance, and tools like SQL

This role provides an opportunity to learn about the Investment Management business and the institutional and fiduciary clients we service. You will work directly with internal clients to resolve operational client issues and partner with teams across the Aladdin ecosystem to solve complex data issues. Initially supporting senior members of the team in all aspects of client service, you will be expected to progress rapidly and take on responsibility for your own assigned coverage in short order. Produce monthly, quarterly and ad hoc investment and portfolio analytics for clients Deliver a superior level of service to internal stakeholders across the client lifecycle Collaborate with global FIG teams to develop and implement best practices for client communications Leverage technology and data tools to enhance client service processes and to develop scalable solutions and process improvements across the function Participate in investment and client service training, and stay informed on developments to support client deliverables Mentor and lead junior analysts, fostering a culture of excellence and collaboration Qualifications The ideal candidate will possess: Bachelor s Degree or equivalent with strong quantitative skills 3-5 years of experience in financial services, preferably in client service, portfolio management support, or institutional relationship management in Fixed Income Proficiency in Microsoft Office Suite; PowerPoint and Excel, with experience in BlackRock Aladdin a plus Technical skills such as Python, Matlab or SQL a plus Insurance industry specific knowledge a plus Skills and Experience Required Demonstrated ability to analyze and synthesize complex information into clear, client-ready materials (e.g., presentations, reports) Exceptional written and verbal communication skills, with a client-first mindset and attention to detail Proven ability to manage multiple priorities and to work under pressure to tight deadlines and collaboratively with a wide range of teams and stakeholders Strong collaboration skills and ability to work cross-functionally with investment, relationship, and operations teams. A proactive, solutions-oriented mindset with a passion for delivering exceptional client experiences Excellent communication and interpersonal skills Demonstrate outstanding attention to detail and have a passion for thinking critically Flexible, responsive, and self-starting personality As understanding of investment products, capital markets, and the asset management industry We are looking for people who are Curious: You like to learn new things and have a balanced disrespect for status quo Brave: You are happiest outside your comfort zone Passionate: You feel personal ownership for the work you do and an aspiration to be better Open: You value and respect input from others Experimental: You make mistakes, but learn from them Savvy: You want to outsmart the problem

The successful candidate will be part of FIG s India Investment Team and will have strong analytical and quantitative skills and an ability to work collaboratively with a wide range of teams and stakeholders. Work within the FIG India Team and contribute to the client service process to ensure a superior level of service and quality for both internal and external stakeholders Work alongside the asset-backed securities (ABS), collateralized loan obligation (CLO), commercial mortgage-backed securities (CMBS), and agency and non-agency residential mortgage-backed securities (RMBS) sectors to learn about the different aspects of each market, and contribute to internal and external client deliverables and sector updates Collaborate with Global FIG PM Teams to develop, implement and maintain best practices for market and portfolio-based commentary requests from clients Produce daily, periodic, and ad hoc investment and portfolio analytics for clients Apply technology and analytical tools to improve investment and client service processes and create scale Provide qualitative and analytical support to PMs investing in securitized securities Actively participate in investment training to be a student of the markets and become an integral part of the investment team Develop and implement best practices in portfolio management across multiple processes and products Qualifications: The ideal candidate will possess the below experience and skills. Fixed income background required, 3-5 years of fixed income and knowledge of Securitized Assets experience preferred Bachelor s Degree or equivalent with strong quantitative skills. MBA/MS and/or CFA preferred Insurance industry specific knowledge a plus Skills and Experience Excellent communication and interpersonal skills Proven experience working both independently and as part of a team in a highly collaborative, global environment Demonstrate outstanding attention to detail and have a passion for thinking critically about financial markets and a desire to further investment knowledge Understanding of and dedication to encouraging an inclusive, diverse, and equitable culture Flexible, responsive, and self-starting personality Strong knowledge of Microsoft Office suite (Excel, PowerPoint, Word), Bloomberg Technical skills such as Python, Matlab, Tableau and SQL a plus

Develop deep knowledge Structured Products (RMBS, CMBS, CLO) & Vichara's platform scope out improvements, mitigate risk, troubleshooting. Create/Monitor Daily Monitoring Dashboards on Power BI and in SQL. Required Candidate profile 3+ years of work exp in investment systems and fixed income asset class & analytics and experience working with loan systems (e.g. WSO, Virtus, iLevel) and or Broadridge Sentry OMS & Geneva

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design. Job Responsibilities: Assisting with budgeting / forecasting, tracking actual vs. budget performance across expenses and revenue Help steer reviews with Business stakeholders and highlight key expense and revenue trends Lead Daily / weekly / monthly financial and operational reporting to various stakeholder to enhance transparency Help drive build of dashboards for key metrics across various business segments Support strategic initiatives across expense management Develop and maintain financial models for projection of expense to revenue correlations Maintain the integrity of financial data and help drive data governance Execute the above processes with an emphasis on accuracy and timeliness of meeting deliverables on prescribed calendars and with ownership Drive improvement and automation of current processes to enhance efficiency, accuracy, and control Lead additional one-off and repeatable analyses as required by the Senior Management Establish and maintain business relationships with various teams within the division and outside the division Preferred Qualifications : Finance Professional experience 2-4 years in FPA domain CA / MBA preferred MS Office skills Advanced MS Excel knowledge, proficiency on MS PowerPoint Professional experience in handling large amount of data and analysis Clear and effective communication skills both verbally and in writing. Experience of working in a global setup will be of advantage Impeccable attention to detail Exceptional analytical, problem solving, critical thinking and project management skills with a proven track record of execution against deliverables Courage to challenge current practice and suggest new ways of working, value-added ideas/ approaches Ability to work in a team-based environment and to interface with employees at all levels Flexibility to adapt and perform in a dynamic and evolving organization

AWM Private Credit is currently seeking Analysts to specialize in asset management across our large, diverse, and dynamic portfolio. Team members will play an integral role in ongoing portfolio company monitoring , which is a critical element of the investing process, as well as portfolio management . Team members will be aligned by Private Credit strategy. Responsibilities This position description is intended to describe the duties most frequently performed by an individual in this position. It is not intended to be a complete list of assigned duties but to describe a position level. The role shall be performed within a professional office environment. Goldman Sachs has health and safety policies that are available for all workers upon request. There are no specific health risks associated with the role. Produce and present periodic portfolio company monitoring , including but not limited to company performance, comparison of actual results to company projections and the GS Private Credit underwriting case, ESG metrics, and key company developments, particularly those with implications for investment performance. Maintain portfolio company models as part of the asset management process. Track company compliance with financial covenants . Participate in portfolio company meetings with management teams and reflect key insights in updates to investment outlook. Prepare and maintain portfolio analytics for portfolio management purposes. Participate in strategic projects regarding portfolio management, portfolio monitoring, and performance tracking. Prepare and maintain investment and fund level statistics used for internal tracking, investor reporting, as well as marketing materials. Liaise across internal business teams and external counterparties to service investment level requests. Qualifications Strong academic background with an MBA or Chartered Accountant or equivalent. Minimum of 1-3 years of relevant experience . Accounting knowledge, valuation, and financial modeling aptitude (required). Solid analytical/logical mindset and attention to detail. Strong written and verbal communication skills . Strong project planning, organization, and time management skills . Ability to work under pressure and meet deadlines.

About the Role: 08 We are seeking a passionate and client-focused Product Specialist to join our Portfolio Analytics (PA) team. This is a pivotal role supporting our rapidly growing client base in the APAC region , where you will drive product onboarding, training, diagnostics, and solution support for both prospective and existing clients. You'll serve as a critical bridge between the PA product organization and client-facing functions - including Commercial, Business Development (CD), and Client Success teams - to help clients realize the full value of our PA solutions. The Team: Portfolio Analytics at S&P Global is a fast-growing business serving institutional investors with powerful tools for performance measurement, risk analysis, portfolio insights, and reporting. The team is global, and this role will be a vital extension of our Product function within APAC, working closely with colleagues across Product Management, Client Development, Commercial, and Support teams. Responsibilities: Client Onboarding & Training: Lead end-to-end onboarding for new clients and trials - helping them load portfolios, configure reports, and understand workflows. Deliver structured training and best practices to clients and internal teams. Presales & Commercial Support: Partner with the sales and CD teams to articulate the value proposition of Portfolio Analytics to prospects. Present client demos, respond to RFPs, and act as a product SME in commercial engagements. Client Success & Post-Sales Engagement: Provide ongoing functional support to clients to ensure adoption, retention, and satisfaction. Help clients use PA to answer complex investment questions and generate portfolio insights. Client Diagnostics & Feedback Loop: Act as the first line of diagnostic support for product-related client issues. Gather client feedback and collaborate with Product Managers to refine roadmap priorities and test upcoming features. Cross-Functional Collaboration: Work hand-in-hand with Product, Technology, Support, and Relationship Management teams to ensure client outcomes are successful and scalable. What We're Looking For: Strong understanding of investment workflows - particularly in portfolio construction, attribution, or risk. 1-2 years of experience in a product specialist, client onboarding, implementation, or pre/post-sales support role in a fintech, asset management, or investment solutions firm. Experience with equity and/or multi-asset portfolios preferred. Outstanding communication, presentation, and stakeholder management skills. Ability to work independently and coordinate across time zones and functions. Diagnostic mindset: you can break down complex client needs and translate them into productized solutions. Comfort working with large datasets in Excel. Why You Should Join Us: Be part of a dynamic global product team shaping the next-generation portfolio analytics platform. Own client outcomes in one of the fastest-growing regions for S&P Global. Gain exposure across product lifecycle, client success, and commercial strategy. Work with smart, mission-driven people who care deeply about helping clients thrive. What's In It For You Our Purpose: Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology-the right combination can unlock possibility and change the world. Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence, pinpointing risks and opening possibilities. We Accelerate Progress. Our People: We're more than 35,000 strong worldwide-so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all. From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We're constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference. Our Values: Integrity, Discovery, Partnership At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals. Benefits: We take care of you, so you can take care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global. Our benefits include: Health & Wellness: Health care coverage designed for the mind and body. Flexible Downtime: Generous time off helps keep you energized for your time on. Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs. Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families. Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference. For more information on benefits by country visit: Global Hiring and Opportunity at S&P Global: At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets. ----------------------------------------------------------- Equal Opportunity Employer S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. If you need an accommodation during the application process due to a disability, please send an email to: and your request will be forwarded to the appropriate person. US Candidates Only: The EEO is the Law Poster describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - ----------------------------------------------------------- PDMGDV203 - Entry Professional (EEO Job Group)

Location:Vidyavihar Develop investment policies, build and manage portfolios, trade securities, assess client risk, maintain relationships, ensure regulatory compliance, monitor performance, prospect new clients, and track market and economic trends

Develop deep knowledge Structured Products (RMBS, CMBS, CLO) & Vichara's platform scope out improvements, mitigate risk, troubleshooting. Create/Monitor Daily Monitoring Dashboards on Power BI and in SQL. Required Candidate profile 5+ years of work exp in investment systems and fixed income asset class & analytics and experience working with loan systems (e.g. WSO, Virtus, iLevel) and or Broadridge Sentry OMS & Geneva

Job description: PORTFOLIO ANALYST - FORMULATION Department: Portfolio and BD Location: MSN Corporate Office, Hyderabad Undertake research and analysis to identify new product opportunities in Emerging Markets and provide insights to support the Portfolio Selection Committee's decisions and Portfolio Strategy Planning, aligning with MSN Labs' growth objectives. Roles and Responsibilities: Identify new product/ molecule opportunities across therapies in the small molecules space basis the medical and marketing feasibility. Conduct in-depth analysis of secondary market data to understand opportunities available across therapies Preliminary IP landscaping of products with respect to various patents across the globe. Build and update business case for new products proposed for selection in the portfolio selection meeting. Constantly track the market updates like label expansions, competition entry, safety warnings, quarterly sales for innovator brands, API supplier,etc.) for the selected products Constantly conduct competitor analysis to remain abreast of market trends. Identify new entry channels for the company through in-licensing and other opportunities, in order to drive the business growth Mandatory skills: Strong understanding of IP landscape in pharma across the markets Good understanding of pharma regulatory of at least US, EU and Emerging markets Good understanding of Formulation selection process such as understanding the medical uniqueness, commercial forecast, and fitment with MSN technical capabilities. Good understanding of forecasting, patient funnelling and pricing strategy. Good understanding of data platforms such as IQVIA, Cortellis, IPD analytics, Global data Good communication and stakeholder management skills Strong analytical skills with command in Excel and PowerPoint Education Qualification: M. Pharm/ M.Sc Chemistry/ MBA (preferably from Tier I Institute / University) Work Experience: 3 to 5 years in Portfolio, Strategy and/or IPM

About the Role: Grade Level (for internal use): 08 Department overview S&P Global's Market Intelligence Group empowers a diverse spectrum of private equity and venture capital firms to control their data more effectively and drive internal analytics and insights. Whether it is for portfolio analytics, valuations, investor reporting, or on-demand insight into operating metrics of a specific asset, this team is at the forefront of the FinTech space. Position summary Within the Data, Valuation and Analytics (DVA) division, the Valuation Services team islooking foran analyst to deliver valuation services and support to a roster of marquee Venture Capital/Private Equity clients spread across the US and APAC regions. The analyst will be working on ASC 820 valuations for fair value reporting and providing support to clients on portfolio valuation projects. Duties & accountabilities Gather and review underlying source data for the purpose of completing valuations of privately- held companies. Perform portfolio valuations for VC/PE funds, and business valuations of early-stage venture-backed companies with complex capital structure and illiquid classes of stock. Work with the Valuation team to complete valuations reports that adhere to all AICPA standards pertaining to Fair Value Assist the Implementation team with interpretation of financial and legal documents used for onboardingclients to the platform. Assist the Client Support Manager with client request resolution. Contribute to the design and enhancement of the proprietary models and software platforms used to perform valuations. Education and Experience Post-Graduation in Finance/Accounting - MBA/PGDBM from an accredited college or university is strongly preferred. CFA/CPA or any of the levels cleared therein would be an advantage. Strong understanding and hands on experience of various business valuation methods Prior 409A /ASC 820 valuation experience a plus A flair for mathematical techniques and an analytical background. Knowledge of quantitative models like Black-Scholes OPM A basic understanding of the Venture Capital and Private Equity space Strong proficiency in Microsoft Excel and a conceptual understanding of the SaaS business model Personal competencies Excellent verbal and written communication skills Strong analytical and problem-solving skills The ability to work in an efficient and responsible manner.Extreme attention to detail and an ability to document processes. Experience of working effectively with others in a team setting while under the pressure of deadlines Willingness to work long hours at critical times (i.e., quarterly reporting) based on need. Positive attitude, exceptional drive and stamina Intellectual curiosity and inquisitiveness Shift Timings - 1030 AM to 730 PM

Develop deep knowledge Structured Products (RMBS, CMBS, CLO) & Vichara's platform scope out improvements, mitigate risk, troubleshooting. Create/Monitor Daily Monitoring Dashboards on Power BI and in SQL. Required Candidate profile 5+ years of work exp in financial services with a strong understanding of fixed income asset class & analytics. Good experience working with Business & technology team. Strong in SQL, Advanced Excel.