Position Title : Portfolio Analyst - Investments and Risk

Function : Investments & Risk Oversight

Level : Mid-Senior Level

Location : Pune

Job Purpose:

To provide high-level investment oversight and analytical support to senior investment leadership by reviewing portfolio composition, evaluating investment risk, supporting cross-functional projects, and developing strategic insights. This role is crucial in driving performance enhancement and ensuring robust risk management practices across investment portfolios.

Key Responsibilities:

1. Portfolio & Investment Risk Oversight

- Review portfolios and monitor investment team performance across asset classes.

- Prepare and present group-wide investment performance, risk, and exposure reports.

- Analyze risk factors including value-at-risk (VaR), interest rate sensitivity, duration metrics, and market volatility.

- Build dashboards, generate Bloomberg/Excel-based reports, and conduct in-depth quantitative analyses.

- Track non-financial and financial investment-related risks, maintaining consistent risk documentation.

2. Investment Policy & Framework Development

- Assist in evaluating and refining investment processes, research methodologies, and risk management frameworks.

- Provide insights into ESG portfolio development across investment verticals.

- Support integration of local regulatory updates and global best practices into investment strategies.

3. Strategic Projects & Deliverables

- Collaborate on group-wide investment projects as directed by senior leadership.

- Track action items and status of deliverables across multiple initiatives.

- Release monthly newsletters summarizing key market events, announcements, and regulatory updates.

4. Reports & Presentation Development

- Support preparation of board-level and Investment Committee reports.

- Create detailed presentations, whitepapers, and research-based documents for use in executive-level meetings.

- Independently handle the design and validation of recurring investment reports and analytical summaries.

5. Investment Administration

- Assist in the use and improvement of portfolio accounting, trading, and performance measurement tools.

- Identify and implement workflow automation opportunities for routine investment reporting.

- Maintain data hygiene and integrity across all investment systems.

6. Compliance and Brand Integrity

- Support practices that protect organizational assets and uphold professional credibility in all external and internal communication.

Key Challenges:

- Build strong working relationships with diverse investment teams and leadership.

- Efficiently manage multiple cross-functional projects with tight deadlines and complex deliverables.

- Stakeholder Interactions

Internal: Investment teams, risk teams, finance, and support functions

External:

- Data and benchmark service providers (e.g., market data platforms, financial analytics vendors)

Skills & Qualifications:

Education:

- MBA/CA or Master's degree in Finance, Economics, Business, or Statistics

- CFA/FRM preferred or willingness to pursue certification

Technical Skills:

- Advanced Excel: Pivot tables, macros, VBA, graphs, and financial modeling

- PowerPoint: Strong graphical and visual presentation skills

- Bloomberg proficiency

- Familiarity with risk analytics software and programming skills (Python, R, SQL) is a plus

Experience:

- 10+ years in investment oversight, portfolio performance measurement, and/or risk analytics

- Strong grasp of equity and fixed income instruments, and capital market operations

- Working knowledge of stress testing, scenario analysis, and regulatory compliance

Core Competencies:

- High attention to detail and analytical accuracy

- Strong communication and business writing skills

- Ability to manage confidential data and work cross-functionally with senior stakeholders

- Proactive problem-solving, organizational skills, and multitasking across diverse projects