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Melwin

Senior Consultant at Black Turtle

Last Login: 19 August 2019

Job Views:  
3381
Applications:  138
Recruiter Actions:  7

Job Code

579279

AVP - Portfolio Management Group - Asset & Wealth Management Domain - Investment Bank

8 - 17 Years.Mumbai
Posted 6 years ago
Posted 6 years ago

AVP - Portfolio Management Group-Asset &Wealth Management


Urgent opening for AVP-Portfolio Management Group

Looking to hire Portfolio management and data analytics-Reporting professional from Asset & wealth Management domain experience for one of the leading Investment Bank client

Location: Mumbai

Job Description:

Support the Portfolio Management group globally to execute on BAU activities, initiatives/projects and adhoc business analysis. The analyst in this role has following responsibilities:

- The primarily responsibility is to provide analytics and reporting support (on control, monitoring, rebalancing, onboarding and implementation of tactical calls) to the Portfolio Managers

- Providing tools to monitor the risks associated with the Portfolios such as monitoring accounts for model drifts and strategy deviation, Variance reporting, identifying performance outliers, monitoring cash and security activity, reporting Annual Accounts Review exceptions

- Prepare excel based reporting on a weekly/daily/monthly to monitor drifts in the investment portfolios, monitor Cash/security activity in the accounts and identify performance outliers

- Ensuring delivery of scheduled reports in a timely manner and with a very high level of accuracy

- Understand the requirements of partners globally & assist the team in maintaining the existing reporting procedures, tools and workflows necessary to facilitate the reporting process

- Drive continuous improvement initiatives and Partner with technology to improve processes

- Providing ad-hoc support for the management to drive the strategic business agendas such as: Manager Pairing analysis, Portfolio Finder analysis, Duration Analysis and data science & customized solutions to Global PMG

If interested kindly share CV ASAP

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Posted By

user_img

Melwin

Senior Consultant at Black Turtle

Last Login: 19 August 2019

Job Views:  
3381
Applications:  138
Recruiter Actions:  7

Job Code

579279

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