Portfolio Manager, Associate

Job Description

Portfolio Manager, Associate

Position Overview

Corporate Title: Associate

Role Description

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 we'll offer you

• 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.

• 4 - 6 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):

• Bachelor's/ Master's 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

• Training and development to help you excel in your career
• Coaching and support from experts in your team
• A culture of continuous learning to aid progression
• A range of flexible benefits that you can tailor to suit your needs

About us and our teams

Please visit our company website for further information:

We welcome applications from all people and promote a positive, fair and inclusive work environment.