4 Portfolio Insights Jobs

Are you seeking an exciting opportunity to become part of a dynamic and expanding team in a fast-paced and challenging environment This unique opening invites you to join the Client Advisor Support team to collaborate closely with the Business. As a Client Advisor Support Analyst within the U.S. Private Bank (USPB) team, your role will be pivotal in providing support to Private Bank Advisors and serving as an extension of the global team. Your responsibilities will encompass the entire sales lifecycle, starting from lead generation to client onboarding and engagement. By offering comprehensive intelligence, you will connect all touchpoints throughout the client lifecycle to facilitate new client acquisition and enhance relationships with existing clients. Your adept knowledge of Asset Classes and suites of Funds available through JPM will be instrumental in aligning with the investment needs of Clients. Your key responsibilities will include: - Supporting Private Bank Advisors and collaborating with the global team within the J.P. Morgan Private Bank as a Client Advisor Support Analyst. - Overseeing the sales lifecycle, from lead generation to client onboarding and engagement. - Providing integrated intelligence to enhance client acquisition and deepen relationships with existing clients. - Demonstrating expertise in Asset Classes and JPM's suite of Funds to align with Clients" Investment needs. - Working closely with Advisors throughout the sales lifecycle, including Banker Support, Lead Generation, Client Onboarding, Client Engagement, and Management/Operational Support. - Creating customized Client presentations for Investment Specialists review meetings. - Possessing a fundamental understanding of quantitative and qualitative data. - Developing processes to stay updated on market trends through internal meetings and publications to identify new opportunities and monitor client portfolios for growth possibilities. - Mastering Goals Based Analysis and Portfolio Insights. - Understanding the bank's credit documentation, terms, conditions, structure, and their relevance to transactions. - Resolving exceptions, open items, and transactional issues proactively, assisting in the preparation of presentations and marketing materials, and contributing to various team initiatives. Required qualifications, capabilities, and skills: - Hold a University degree, MBA/CFA/CFP certification, or have 5+ years of professional experience in a similar role. - Possess strong knowledge of Private Bank product offerings and asset classes, with a keen interest in market dynamics and developing expertise. - Exhibit excellent communication (written and verbal), analytical, and organizational skills. - Demonstrate exceptional stakeholder engagement abilities, strong team management experience, and the capacity to navigate a matrix organization. - Proficiency in PowerPoint and Excel is essential. Understand the needs and sensitivities of client management. - Exercise absolute discretion when handling confidential matters and work effectively with minimal supervision in a demanding environment. - Be detail-oriented, results-focused, and have outstanding follow-up and follow-through skills. Flexibility with EMEA/LATAM shifts is required.,

Capco, a Wipro company, is a global technology and management consulting firm that has been recognized for its deep transformation execution and delivery. With a presence in 32 cities around the world, Capco supports over 100 clients in the banking, financial, and energy sectors. The company has received prestigious awards such as Consultancy of the Year in the British Bank Award and has been ranked among the Top 100 Best Companies for Women in India 2022 by Avtar & Seramount. At Capco, you will have the opportunity to make a significant impact by providing innovative thinking, delivery excellence, and thought leadership to help clients transform their businesses. The company values diversity, inclusivity, and creativity, fostering a tolerant and open culture where everyone has the opportunity to grow their careers without a forced hierarchy. Capco believes that diversity of people and perspectives gives them a competitive advantage. Capco is currently looking for a Credit Risk Strategy Analyst to join their team in Bengaluru, Pune, Chennai, Hyderabad, or Kolkata. The ideal candidate should have 5 to 12 years of experience and will be working in a hybrid mode. The responsibilities of this role include: - Developing unsecured strategies with prior experience in managing risk activities in retail lending - Demonstrating technical expertise in SAS, Excel, Python, etc. - Planning and executing projects/analysis within agreed timelines and with accuracy and quality - Providing actionable solutions for business problems and driving business benefits - Supporting the development and deployment of key analytical frameworks/strategies in line with business priorities Joining Capco as a Credit Risk Strategy Analyst will allow you to work on engaging projects with some of the largest banks in the world, contributing to the transformation of the financial services industry. The company offers a work culture focused on innovation, ongoing learning opportunities, a flat non-hierarchical structure, and a diverse and inclusive environment. Additionally, Capco provides competitive family-friendly benefits, including maternity/adoption/shared parental leave, paid leave for sickness, pregnancy loss, fertility treatment, menopause, and bereavement. If you are looking to progress your career with Capco and work on impactful projects that drive business transformation, please apply now. Visit www.capco.com to learn more about Capco and its people.,

Are you looking for an exciting opportunity to join a dynamic and growing team in a fast-paced and challenging area This is a unique opportunity for you to work in the Client Advisor Support team to partner with the Business. As a Client Advisor Support Analyst within the U.S. Private Bank (USPB) team, you will play a crucial role in supporting Private Bank Advisors and operating as an extension of the global team. You will be responsible for the sales lifecycle, from lead generation to client onboarding and engagement. You will provide fully integrated intelligence, connecting all touch points across the client lifecycle to help promote new client acquisition as well as deepening of books of existing clients. You will have strong knowledge of Asset Classes and suites of Funds offered through JPM and their overall strategies, which is put to good use to match the goals of Clients" Investment needs. You will play a crucial role in supporting Private Bank Advisors and operating as an extension of the global team within the J.P. Morgan Private Bank as a Client Advisor Support Analyst. You will be responsible for the sales lifecycle, from lead generation to client onboarding and engagement. You will provide fully integrated intelligence, connecting all touch points across the client lifecycle to help promote new client acquisition as well as deepening of books of existing clients. Your strong knowledge of Asset Classes and suites of Funds offered through JPM and their overall strategies will be utilized to match the goals of Clients" Investment needs. Your responsibilities will include working with Advisors through the entire sales lifecycle, including: Banker Support, Lead Generation, Client Onboarding, Client Engagement, Management/Operational Support. You will prepare customized Client presentations for Investment Specialists review meetings and have a fundamental understanding of quantitative and qualitative data. Additionally, you will develop processes for following the markets through attending Morning Meetings & other internal meetings and by reading internal and external publications to use current events to generate new opportunities and monitor books for deepening opportunities. You will master understanding of Goals Based Analysis and Portfolio Insights and be familiar with the bank's credit documentation, including the terms and conditions, the structure, and its relevance to a transaction. You will proactively resolve exceptions, open items, and transactional issues and assist the team in preparing presentations and marketing materials, produce ad-hoc and regular management reporting, stress test scenarios, data analysis, and any other team initiatives. The required qualifications, capabilities, and skills include being a University degree holder (including MBA/CFA/CFP) and/or having 5+ years of professional experience in a similar capacity. You should have strong knowledge of Private Bank product offerings, asset class knowledge, an inclination to understand market dynamics and develop expertise, excellent communication (written and verbal), analytical and organizational skills, excellent stakeholder engagement skills, strong team management experience, and ability to navigate a matrix organization. PowerPoint and Excel expertise are required along with a strong understanding of the needs and sensitivities of client management. You should possess absolute discretion when dealing with confidential matters, be able to work under minimal supervision, adaptable to work in a demanding environment, detail-oriented and results-focused, and have exceptional follow-up and follow-through skills. Flexibility with EMEA/LATAM shifts is also required.,

As a Pricing Actuary at Swiss Re, your primary role involves assessing portfolio performance, identifying key drivers, and providing independent actuarial pricing opinions to enhance portfolio performance. You will collaborate with Senior team members and stakeholders in various departments such as Underwriting, Reserving, Claims, and Finance to develop a comprehensive view of the portfolio and enhance its performance through independent Actuarial Pricing opinions. Your responsibilities will include using actuarial methods and data science techniques to gain insights into trends, set costing parameters, and enhance the predictability and accuracy of costing models. By analyzing profitability studies and working with the team to translate findings into actionable insights, you will play a crucial role in steering the profitability of the portfolio and contributing to the overall Business Unit's performance. The Actuarial Portfolio Management (APM) team, part of the Global Actuarial Portfolio Management unit at Swiss Re, operates under the leadership of the Chief Underwriting Officer. The team comprises both seasoned experts in dedicated product specializations and highly motivated newer members who thrive in a dynamic and fast-paced learning environment. We prioritize inclusivity, value diverse perspectives, and encourage innovative thinking to ensure equal opportunities for professional development. In this role, you will develop forward-looking portfolio insights, drive data-driven initiatives, and contribute to the strategic direction of Property & Specialty lines of business. By engaging in various Actuarial investigations, including exposure analysis, Rate monitoring, and profitability analyses, you will actively contribute to portfolio steering efforts. To be successful in this position, you should have a minimum of 4 years of experience in P&C commercial insurance, with knowledge of Property and Specialty insurance products being advantageous. Proficiency in insurance pricing, portfolio profitability analysis, and costing model development is essential, along with familiarity with costing techniques and commercial insurance and reinsurance treaty pricing. Your technical skills should include highly developed numerical and analytical abilities, proficiency in statistical programming languages such as R and Python, and a willingness to learn actuarial methods and data science techniques. Additionally, you should possess a Master's degree in mathematics, Statistics, Economics, or equivalent quantitative/statistical fields. As a valued member of the team, you should demonstrate a keen interest in learning and applying advanced actuarial methods and data science techniques, along with a motivation to deliver high-quality results within specified timelines. Your ability to prioritize tasks, collaborate effectively with team members, and communicate insights clearly in various situations will be instrumental in driving collective success. Join Swiss Re, a global leader in reinsurance, insurance, and risk transfer solutions, where you can contribute to making the world more resilient by anticipating and managing a wide range of risks. With a focus on innovation, collaboration, and expertise, Swiss Re offers an exciting environment where you can create new opportunities and solutions for clients worldwide.,