Portfolio Quality Analyst - Investment APM
On-sitePune, Maharashtra, India
Job Summary
Conduct start-of-day quality control checks to verify data accuracy and integrity. Assist in portfolio reviews to identify strategy dispersion and validate lifecycle events, while constructing proposed purchase and sell orders for Associate Portfolio Manager review. Investigate and escalate post-trade compliance alerts to ensure adherence to investment guidelines, and support operational setups for new accounts or client transitions. Maintain product targets, rule sets, and prepare investment reports as directed. Identify opportunities to re-engineer and automate processes to boost operational efficiency. This role supports the daily tasks of Associate Portfolio Managers within a leading global investment management firm serving institutional and private wealth clients worldwide.
Required Qualifications
- Knowledge of financial markets
- Ability to apply knowledge to problem solving tasks
- Experience performing start-of-day quality control checks to verify data accuracy and integrity
- Experience reviewing portfolios to identify strategy dispersion, validate lifecycle events, or investment workflow completion
- Experience constructing proposed purchase and sell orders in client portfolios
- Experience investigating and escalating post-trade compliance alerts
- Experience supporting the operational setup of new accounts or client transition events
- Experience assisting in the maintenance of product targets or rule sets
- Experience preparing investment and portfolio reports
- Ability to identify opportunities to re-engineer and automate processes
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