Associate, Portfolio Strategy - Brio India

Overview

Associate, Portfolio Strategy (India) at Brio/Revantage. You will execute portfolio management and reporting processes for the BREDS portfolio.

What you'll do

• Prepare and deliver portfolio reports and insights for Brio/BREDS executives and external clients.
• Create presentations and other deliverables for internal and external meetings.
• Gather, coordinate, and synthesize portfolio data and analytics for accurate, timely reporting.
• Oversee/manage credit positions within funds with a consistent global approach to strategy and reporting.
• Build tools and dynamic models to support portfolio performance oversight and decision making.
• Calculate and maintain key position metrics including DSCR and other loan metrics.

What you'll need

• Bachelor’s degree in Finance, Accounting, STEM, or related field.
• CA and/or CFA is a plus.
• Advanced Excel skills and experience with SQL, VBA, or programming language (preferred tools listed).
• Minimum 4 years’ experience in data analytics, portfolio management, and business strategy.
• Advanced analytics experience analyzing quantitative and qualitative research.
• Proven experience driving process improvements and implementing technology solutions.
• Strong communication skills and robust attention to detail.

Details

• Location: Bengaluru.