client portfolio analyst

Magnet

<div>
 <p>
  <strong>
   Employer Overview
  </strong>
 </p>
 <p>
  A leading financial institution operating within the corporate and business banking sector, providing a comprehensive range of financial solutions to corporate clients. The organization emphasizes strong client relationships, risk management excellence, and continuous professional development.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Job Summary
  </strong>
 </p>
 <p>
  The role supports Relationship Managers in managing corporate client portfolios through credit analysis, account planning, and ongoing client reviews. The position plays a key role in ensuring efficient execution of transactions, accurate financial analysis, and coordinated service delivery across internal stakeholders.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Key Responsibilities
  </strong>
 </p>
 <ul>
  <li>
   Support Relationship Managers in preparing and completing credit memos, including drafting the main body and performing financial analysis.
  </li>
  <li>
   Collect, analyze, and validate financial data, coordinating with relevant departments as required.
  </li>
  <li>
   Assist in the preparation and execution of client account plans in collaboration with product factories.
  </li>
  <li>
   Conduct ad-hoc financial and profitability analysis for portfolio monitoring and management requests.
  </li>
  <li>
   Support the launch and completion of annual client reviews, identifying potential areas for improvement.
  </li>
  <li>
   Coordinate with credit support services, operations, and other internal teams to ensure timely execution of transactions and administrative activities.
  </li>
  <li>
   Manage administrative processes such as account opening and closing, amendments, transfers, KYC documentation, and regular payment coordination.
  </li>
  <li>
   Participate in selected client interactions under the guidance of Relationship Managers.
  </li>
  <li>
   Continuously develop technical knowledge and skills to support career growth within the corporate banking division.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Minimum Requirements
  </strong>
 </p>
 <ul>
  <li>
   Bachelor&rsquo;s degree in Business Administration, Finance, Economics, or a relevant field.
  </li>
  <li>
   0 to 4 years of relevant experience in corporate banking, credit analysis, or a related financial services role.
  </li>
  <li>
   Strong problem-solving and analytical thinking skills.
  </li>
  <li>
   High attention to detail and accuracy.
  </li>
  <li>
   Ability to understand and respond to specific client needs.
  </li>
  <li>
   Effective communication and coordination skills.
  </li>
  <li>
   Strong organizational and time management abilities.
  </li>
  <li>
   Knowledge of business and corporate banking products, including lending, cash management, FX, treasury, and investment banking.
  </li>
  <li>
   Understanding of credit risk policies and facility structuring.
  </li>
  <li>
   Ability to perform financial analysis and interpret financial statements.
  </li>
  <li>
   General understanding of economic, political, and business environments within the region.
  </li>
  <li>
   Proficiency in Microsoft Office applications, particularly Excel and PowerPoint.
  </li>
  <li>
   Ability to work efficiently with internal banking systems and financial analysis tools.
  </li>
  <li>
   Fluent in both written and spoken Arabic and English.
  </li>
  <li>
   Ability to work collaboratively across multiple internal departments.
  </li>
  <li>
   Capacity to manage multiple tasks and meet deadlines in a fast-paced environment.
  </li>
  <li>
   Willingness to learn and grow within the corporate banking division.
  </li>
  <li>
   Credit-related certification is preferred.
  </li>
 </ul>
 <p>
 </p>
</div>


Credit Analyst (Faiyum)

<div>
 <p>
  <strong>
   Employer Overview
  </strong>
 </p>
 <p>
  A leading governmental financial institution operating within the corporate and business banking sector, providing a comprehensive range of financial solutions to corporate clients. The organization emphasizes strong client relationships, risk management excellence, and continuous professional development.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Job Summary
  </strong>
 </p>
 <p>
  The role supports Relationship Managers in managing corporate client portfolios through credit analysis, account planning, and ongoing client reviews. The position plays a key role in ensuring efficient execution of transactions, accurate financial analysis, and coordinated service delivery across internal stakeholders.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Key Responsibilities
  </strong>
 </p>
 <ul>
  <li>
   Support Relationship Managers in preparing and completing credit memos, including drafting the main body and performing financial analysis.
  </li>
  <li>
   Collect, analyze, and validate financial data, coordinating with relevant departments as required.
  </li>
  <li>
   Assist in the preparation and execution of client account plans in collaboration with product factories.
  </li>
  <li>
   Conduct ad-hoc financial and profitability analysis for portfolio monitoring and management requests.
  </li>
  <li>
   Support the launch and completion of annual client reviews, identifying potential areas for improvement.
  </li>
  <li>
   Coordinate with credit support services, operations, and other internal teams to ensure timely execution of transactions and administrative activities.
  </li>
  <li>
   Manage administrative processes such as account opening and closing, amendments, transfers, KYC documentation, and regular payment coordination.
  </li>
  <li>
   Participate in selected client interactions under the guidance of Relationship Managers.
  </li>
  <li>
   Continuously develop technical knowledge and skills to support career growth within the corporate banking division.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Minimum Requirements
  </strong>
 </p>
 <ul>
  <li>
   Bachelor&rsquo;s degree in Business Administration, Finance, Economics, or a relevant field.
  </li>
  <li>
   0 to 4 years of relevant experience in corporate banking, credit analysis, or a related financial services role.
  </li>
  <li>
   Strong problem-solving and analytical thinking skills.
  </li>
  <li>
   High attention to detail and accuracy.
  </li>
  <li>
   Ability to understand and respond to specific client needs.
  </li>
  <li>
   Effective communication and coordination skills.
  </li>
  <li>
   Strong organizational and time management abilities.
  </li>
  <li>
   Knowledge of business and corporate banking products, including lending, cash management, FX, treasury, and investment banking.
  </li>
  <li>
   Understanding of credit risk policies and facility structuring.
  </li>
  <li>
   Ability to perform financial analysis and interpret financial statements.
  </li>
  <li>
   General understanding of economic, political, and business environments within the region.
  </li>
  <li>
   Proficiency in Microsoft Office applications, particularly Excel and PowerPoint.
  </li>
  <li>
   Ability to work efficiently with internal banking systems and financial analysis tools.
  </li>
  <li>
   Fluent in both written and spoken in English.
  </li>
  <li>
   Ability to work collaboratively across multiple internal departments.
  </li>
  <li>
   Capacity to manage multiple tasks and meet deadlines in a fast-paced environment.
  </li>
  <li>
   Willingness to learn and grow within the corporate banking division.
  </li>
  <li>
   Credit-related certification is preferred.
  </li>
 </ul>
</div>


Credit Analyst (Ismailia)

Credit Analyst (Aswan)

Credit Analyst (Beni Suef)

Credit Analyst (Cairo)

NK Kothari FinServ Private Limited

<p>The Insurance Portfolio Analyst is responsible for evaluating and managing the insurance portfolio of the client. This role involves analyzing insurance policies, assessing risk exposures, monitoring claims data, and providing insights to optimize the company's insurance coverage strategy. The Insurance Portfolio Analyst collaborates with various internal departments and external stakeholders to ensure effective risk management and compliance with regulatory requirements.</p><p><b>Key Responsibilities:</b></p><p><b>Insurance Portfolio Analysis:</b></p><p>Evaluate existing insurance policies to ensure they align with the client&rsquo;s risk profile and strategic objectives.</p><p>Analyze coverage limits, deductibles, exclusions, and terms of insurance contracts.</p><p>Identify potential gaps in coverage and recommend adjustments to mitigate risk.</p><p><b>Risk Assessment:</b></p><p>Quantify and qualify potential risks to determine the adequacy of current insurance coverage.</p><p><b>Claims Monitoring and Analysis:</b></p><p>Monitor and analyze claims data to identify trends and patterns.</p><p>Collaborate with claims management teams to ensure timely and accurate claims processing.</p><p>Provide insights to improve claims handling processes and minimize losses.</p><p><b>Regulatory Compliance:</b></p><p>Stay updated on relevant insurance regulations and compliance requirements in India.</p><p>Ensure insurance policies adhere to regulatory guidelines and reporting obligations.</p><p><b>Reporting and Communication:</b></p><p>Prepare and present reports on insurance portfolio performance and risk exposure to senior management.</p><p><b>Data Analysis and Insights:</b></p><p>Utilize data analytics tools to extract insights and trends from insurance and claims data.</p><p>Identify opportunities for process improvement and cost optimization.</p><p><b>Documentation and Record keeping:</b></p><p>Maintain accurate and up-to-date records of insurance policies, endorsements, and related documentation.</p><p>Ensure that all policy documentation is readily accessible for audits and inquiries.</p><p><b>Qualifications:</b></p><ul><li>Bachelor's degree in Finance, Business Administration (B.com, MBA) or related field.</li><li>Proven experience in insurance portfolio analysis, risk assessment, or related roles.</li><li>Strong analytical skills with the ability to interpret complex insurance policies and data.</li><li>Excellent communication skills.</li><li>Familiarity with insurance regulations and compliance requirements in India.</li><li>Proficiency in data analysis tools, such as Excel, and familiarity with insurance-specific software.</li></ul><p>Job Types: Full-time, Permanent</p><p>Pay: ₹18,000.00 - ₹25,000.00 per month</p><p>Benefits:</p><ul><li>Leave encashment</li><li>Provident Fund</li></ul><p>Work Location: In person</p>

Insurance Portfolio Analyst

RUSSELL INVESTMENTS

<div><div>Business Unit:</div>
Investment Division<div><br>
Salary Range:</div>
$85,000 USD - $118,000 USD<div></div><div>
Specific compensation will be based on candidate&rsquo;s experience, skills, qualifications, commercial considerations, and other job-related factors permitted by law. At Russell Investments, salary is just one part of our compensation package. Our total rewards approach includes an annual performance bonus (subject to eligibility criteria) in addition to participation in our competitive benefits programs including healthcare, retirement, vacation, and wellbeing programs.</div><div><br>
Job Description:</div><div><div>
We are seeking a highly capable and motivated Senior Portfolio Analyst to join our Multi-Asset team within the global Investment Division. This role is designed to elevate our execution in portfolio construction, dynamic management, and trading support. You will work closely with Portfolio Managers, investment strategists, and traders to support investment implementation, performance analysis, and portfolio oversight across a range of multi-asset mandates.</div></div><div></div><div><div>
The ideal candidate brings hands-on experience with strong technical and analytical capability, and a passion for investment markets. This is a unique opportunity to shape how we manage portfolios and execute across global client accounts.</div></div><div></div><div><div>
This hire is expected to bring a high level of ownership, breadth, and flexibility to the team.</div></div><div></div><div><div><br>
Core Responsibilities</div></div><div><div>
Portfolio Management &amp; Investment Execution</div></div><div><ul><li><div>
Collaborate with PMs to support day-to-day investment management, including dynamic rebalancing, fund transitions, tactical overlays, and model implementation.</div></li></ul></div><div><ul><li><div>
Provide direct support to the trading function, including preparing trade instructions, reviewing blotters, and monitoring pre/post-trade execution quality.</div></li></ul></div><div><ul><li><div>
Maintain and enhance portfolio monitoring frameworks: exposures, risk metrics, policy compliance, and performance diagnostics.</div></li></ul></div><div><ul><li><div>
Work with investment tools and data platforms to streamline oversight of portfolio positioning and risk exposures.</div></li></ul></div><div><ul><li><div>
Manager Research &amp; Selection</div></li></ul></div><div><ul><li><div>
Support the evaluation and ongoing monitoring of third-party investment managers.</div></li></ul></div><div><ul><li><div>
Participate in quarterly manager review calls and contribute to data analysis that informs manager selection and retention decisions.</div></li></ul></div><div><ul><li><div>
Develop materials that translate manager positioning and market views into portfolio context.</div></li></ul></div><div><ul><li><div>
Risk &amp; Performance Analytics</div></li></ul></div><div><ul><li><div>
Conduct attribution analysis (returns- and holdings-based), scenario testing, and diagnostics across portfolios to assess sources of return and key risks.</div></li></ul></div><div><ul><li><div>
Assist in developing tools and dashboards to enhance investment decision-making and risk governance.</div></li></ul></div><div><ul><li><div>
Partner with internal stakeholders to continuously improve how we capture and act on performance insights.</div></li></ul></div><div><ul><li><div>
Client Reporting &amp; Support</div></li></ul></div><div><ul><li><div>
Prepare and review recurring client materials (e.g., quarter-end commentary, performance reviews), ensuring clarity, accuracy, and narrative consistency.</div></li></ul></div><div><ul><li><div>
Support ad hoc client queries and special requests with thoughtful, data-driven analysis.</div></li></ul></div><div><ul><li><div>
Liaise with sales and client service teams to ensure alignment between investment decisions and client-facing materials.</div></li></ul></div><div><ul><li><div>
Process Improvement &amp; Infrastructure</div></li></ul></div><div><ul><li><div>
Identify and implement opportunities to improve workflow efficiency across trading, reporting, and investment implementation processes.</div></li></ul></div><div><ul><li><div>
Partner with tech and ops teams to evolve data infrastructure and automation in service of investment insights.</div></li></ul></div><div><ul><li><div>
Serve as a connective point between Mumbai-based analysts and onshore investment staff to ensure continuity and alignment in execution.</div></li></ul></div><div></div><div><div>
Qualifications &amp; Characteristics</div></div><div><div>
Required:</div></div><div><ul><li><div>
Bachelor&rsquo;s degree in a relevant field (Finance, Economics, Mathematics, Engineering, or similar).</div></li></ul></div><div><ul><li><div>
5+ years of relevant investment experience, ideally in multi-asset portfolio management or portfolio analysis.</div></li></ul></div><div><ul><li><div>
Demonstrated experience working closely with portfolio managers or traders in a hands-on capacity.</div></li></ul></div><div><ul><li><div>
Deep analytical skills with exposure to asset allocation, risk modeling, manager evaluation, and investment implementation.</div></li></ul></div><div><ul><li><div>
Proven ability to produce clear, reliable, and insightful investment analysis under deadline.</div></li></ul></div><div><ul><li><div>
Fluency in Microsoft Excel and familiarity with data systems (e.g., Bloomberg, FactSet, or equivalent).</div></li></ul></div><div><ul><li><div>
Preferred:</div></li></ul></div><div><ul><li><div>
Exposure to or interest in quantitative methods, including performance attribution, optimization, or portfolio construction techniques.</div></li></ul></div><div><ul><li><div>
Programming experience (e.g., Python, R, SQL, VBA) is a strong plus, or a willingness to learn.</div></li></ul></div><div><ul><li><div>
CFA designation or enrollment in the CFA program.</div></li></ul></div><div></div><div><div>
Soft Skills:</div></div><div><ul><li><div>
Highly organized and accountable with a bias for action and follow-through.</div></li></ul></div><div><ul><li><div>
Strong verbal and written communication skills; able to translate technical concepts into intuitive narratives.</div></li></ul></div><div><ul><li><div>
Collaborative team player with the flexibility to support across workstreams and time zones.</div></li></ul></div><div><ul><li><div>
Proactive, intellectually curious, and driven to improve systems and outcomes.</div></li></ul></div><div></div><div><div>
Why Join Us?</div></div><div><div>
This is a rare opportunity to join a high-performing team that sits at the core of Russell Investments&rsquo; multi-asset and OCIO offering. The role offers the scope to work across asset classes, strategies, and stakeholders&mdash;with meaningful exposure to client portfolios, real-time investment decisions, and strategic innovation. You'll work closely with a senior, experienced team (including Portfolio Managers, trading leads, and global analyst groups) and have the opportunity to shape how we manage, monitor, and improve investment portfolios for some of the world&rsquo;s most sophisticated asset owners.</div></div><div></div><div><i>
This role is not eligible for employment-based immigration sponsorship. Applicants must be legally authorized to work in the United States without employer sponsorship, now or in the future.</i></div><div></div><div>
Equal Employment Opportunity</div><div>
Russell Investments is committed to providing equal employment opportunities for all associates and employment applicants regardless of race, religion, ancestry, creed, color, gender (including gender identity which refers to a person's actual or perceived sex, and includes self-image, appearance, behavior or expression, whether or not different from that traditionally associated with a person's biological sex), age, national origin, citizenship status, disability, medical condition, military status, veteran status, marital status, sexual orientation, past or present unemployment status , or any other characteristic protected by law.</div></div>

Senior Portfolio Analyst

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