Portfolio Quality Analyst - Investment APM

Experience from3 to 8 years

Company Overview: As a leading global investment management firm, our organization fosters diverse perspectives and embraces innovation to help clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients across major markets worldwide. Our ambition is simple: to be our clients’ most valued asset-management partner.

Role Overview: A team member supports the daily tasks of Associate Portfolio Managers in implementing portfolio management activities. Candidates should be actively engaged in financial markets to apply their knowledge to practical problem-solving tasks.

Key Responsibilities:

• Performing start-of-day quality control checks to verify data accuracy and integrity

• Assisting in the review of portfolios to identify strategy dispersion, validate lifecycle events, or confirm investment workflow completion pursuant to guidelines and instructions

• Constructing proposed purchase and sell orders in client portfolios for APM review based on established procedures, automation, or optimization solutions

• Investigating and escalating post-trade compliance alerts to ensure strict adherence to investment guidelines

• Supporting the operational setup of new accounts or client transition events

• Assisting in the maintenance of product targets or rule sets as directed by PMs or APMs

• Assisting in the preparation of investment and portfolio reports

• Supporting routine or ad-hoc client requests and internal team requests

• Identifying opportunities to re-engineer and automate processes to boost operational efficiency, improve client service, and strengthen risk controls

Location: Pune, India