Associate - Portfolio Reporting & Analytics - Mumbai - ref. e85543915

Job Description

You are a strategic thinker passionate about driving solutions in Portfolio Management. You have found the right team.

Being a vital member of the team, you will deliver both qualitative and quantitative solutions to portfolio managers.

• Provide day-to-day support to Portfolio Managers, including data aggregation, portfolio risk analytics, and exposures reporting
• Provide reporting and analysis on portfolio performance, attribution, risk metrics, and portfolio construction
• Develop quantitative tools to enhance investment process for multi-asset portfolios
• Propose new and redesign existing process flows, models and excel based models/tools to achieve efficiencies and controls
• Contribute towards research and portfolio insights

• Minimum 4 years of industry experience with postgraduate/graduate Degree in Finance, with experience in the Portfolio Management space.
• Keen interest in financial markets.
• Proficiency with data analysis, inclusive of intermediate programming experience in Python / any other coding language required.
• Strong written and verbal communication skills to thrive on a global team, with the ability to present logically, precisely and in a simple manner, complex and technical issues.
• Working knowledge of fund of funds business and a variety of investment products including mutual funds, ETFs, hedge funds, structured products, etc.
• Proven ability to parse complex tasks and juggle priorities in a highly dynamic professional environment with a focus on attention to detail.
• Strong initiative, energy and confidence completing assignments with limited supervision. Superior time management and ability to prioritize a heavy workload.
• Experience executing process automation or user tool automation projects.

• MBA preferred.
• Experience in Python is a must. Experience in R or Matlab good to have.
• Certifications like PRM/FRM, CFA and CQF are a good to have.