AVP/ Investment APM - Portfolio Quality Analyst

Overview

Support Associate Portfolio Managers with daily portfolio management activities and apply financial markets knowledge to problem-solving tasks.

What you'll do

• Perform start-of-day quality control checks to verify data accuracy and integrity.
• Assist in reviewing portfolios to identify strategy dispersion, validate lifecycle events, or confirm investment workflow completion pursuant to guidelines and instructions.
• Construct proposed purchase and sell orders in client portfolios for APM review based on established procedures, automation, or optimization solutions.
• Investigate and escalate post-trade compliance alerts to ensure adherence to investment guidelines.
• Support the operational setup of new accounts or client transition events.
• Assist in maintaining product targets or rule sets as directed by PMs or APMs.
• Assist in preparing investment and portfolio reports.
• Support routine or ad-hoc client requests or team requests.
• Identify opportunities to re-engineer and automate processes to boost operational efficiency, improve client service, and strengthen risk controls.

What you'll need

• Engagement in financial markets.

Details

• Location: Pune, India.