portfolio analyst

Godrej Capital

<div>
 <p>
  <strong>
   Job Purpose
  </strong>
 </p>
 <p>
  The Portfolio Analytics team ensures a high‑quality lending portfolio with a large focus on acquisition. The role is central to maintaining the organisation&rsquo;s risk at optimal levels while enabling business teams to grow Assets Under Management (AUM) without compromising portfolio quality. The function is highly data‑driven&mdash;focused on diagnosing risk and business challenges, proposing analytical solutions, and aligning strategies with the company&rsquo;s Annual Operating Plan (AOP) to optimise both risk and profitability.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Key Responsibilities
  </strong>
 </p>
 <p>
  <strong>
   Portfolio Monitoring &amp; Insights
  </strong>
 </p>
 <ul>
  <li>
   Track and evaluate portfolio performance across risk, credit, and business dimensions through deep‑dive cuts and analytical dashboards.
  </li>
  <li>
   Generate proactive insights beyond standard MIS to detect emerging trends, opportunities, and risks.
  </li>
 </ul>
 <p>
  <strong>
   Diagnostics &amp; Problem Solving
  </strong>
 </p>
 <ul>
  <li>
   Conduct root‑cause analyses for positive or adverse portfolio movements.
  </li>
  <li>
   Deliver clear, actionable insights to improve acquisition quality, portfolio health, and business outcomes.
  </li>
 </ul>
 <p>
  <strong>
   Strategy Development
  </strong>
 </p>
 <ul>
  <li>
   Identify high‑value segments and cohorts to refine credit policies, enhance underwriting strategies, or support scorecard development.
  </li>
  <li>
   Collaborate closely with senior stakeholders across Risk, Credit, and Business to develop robust, data‑backed solution strategies.
  </li>
 </ul>
 <p>
  <strong>
   Process Improvement
  </strong>
 </p>
 <ul>
  <li>
   Continuously assess and optimise existing analytics workflows and cross‑functional processes.
  </li>
  <li>
   Improve operational efficiency while supporting scalability and cost optimisation for internal teams.
  </li>
 </ul>
 <p>
 </p>
</div>


Portfolio Analyst

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

7-Eleven

<div><p>Responsible for the independent day-to-day reporting, analysis, and insight generation for the entire enterprise project portfolio, including Business Transformation Initiatives, and execution of portfolio management practices to support executive-level decision making. Work spans the entire project management lifecycle starting from ideation through verification. This individual will work closely with other cross-functional analytic experts to establish and maintain a trusted ecosystem of information including, but not limited to: project status, timelines, financial performance, KPI's, human capital, forecasts, interdependencies, verification, etc.</p><p></p><p>
KEY DUTIES AND RESPONSIBILITES:</p><ul><li>
Coordinates and supports funding governance process from business case development to executive approval across business owners, Finance, Property Accounting, Project Management Office, and Business Transformation Office to ensure alignment on investments, resource needs, and company strategy map.</li><li>
Prepares and maintains Portfolio Management governance process documentation, assists with training the enterprise in practices, and supports stakeholders with execution of portfolio practices.</li><li>
Supports Business Transformation Office with business case review, results verification, analysis of business processes and developing project plans to execute strategic initiatives. Present findings and recommendations to Senior Leadership.</li><li>
Data collection, reporting, and insight development for the entire enterprise portfolio (hundreds of projects) to support the information needs of senior decision makers (VP+) within the company.</li><li>
Ad-hoc analysis of the project portfolio to support specific questions or clarifications from senior stakeholders.</li><li>
Continuous development &amp; improvement of portfolio related information systems, processes, and operating cadences to elevate the quality and consistency of data used to support decision making.</li><li>
Proactively coordinates with other cross functional subject matter experts to establish and maintain reliable ecosystems of information associated with projects across the entire portfolio.</li></ul><p></p><p>
EDUCATION AND EXPERIENCE:</p><p>
EDUCATION: Bachelors/4 Yr Degree</p><p>
YEARS OF RELEVANT WORK EXPERIENCE: 4+ years</p><p>
YEARS OF MANAGEMENT EXPERIENCE: NA</p><p>
CERTIFICATIONS / LICENSES: Click or tap here to enter certifications/licenses required or preferred.</p><p>
SPECIFIC KNOWLEDGE AND SKILLS:</p><ul><li>
Degree with focus on analytical or financial acumen. Preferred areas of expertise include data sciences, finance, accounting, economics, information systems, statistics, strategic planning and management etc.</li><li>
Ability to effectively build relationships to influence stakeholders and teams through indirect leadership, working across organizational lines and varying levels of management, including VP/SVP level.</li><li>
Ability to solve problems by assessing the situation, leveraging data where applicable, identifying root cause, and developing potential solutions.</li><li>
Deep data, reporting, visualization, and analytics expertise</li><li>
Enterprise level expertise for reporting for weekly, monthly, and custom ad-hoc requests</li><li>
Development of forecasting and prediction models for schedules, human capital, and financial plans.</li><li>
KPI development and reporting inclusive of common statistical methods, test vs. control approaches, quantitative, assessments, qualitative assessments, etc.</li><li>
Familiar with sourcing and presenting data from common enterprise platforms including Oracle, BI tools, Excel, PPM (Project Portfolio Management) platforms, Workday, Beeline, Service Now, employee survey tools, etc.</li><li>
Certifications not required but preferred candidates may have: PMP, PfMP, SAFe, Power BI, SAS, CAP, or other related analytics and project management certifications are preferred but not required based on work experience</li><li>
Strong analytical skills and process improvement viewpoint.</li><li>
Strong MS Office skills mandatory.</li><li>
Excellent verbal and written communication skills required.</li></ul><p></p><p><i>
If an hourly or salary range is included in this ad it represents the range 7-Eleven in good faith believes is the range of compensation for this role at the time of this posting. The Company may ultimately pay more or less than the posted range. This range is only applicable for jobs to be performed in this state. This range may be modified in the future. No amount is considered to be wages or compensation until such amount is earned, vested, and determinable under the terms and conditions of the applicable policies and plans. The amount and availability of any bonus, commission, long-term incentive compensation, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company&rsquo;s sole discretion, consistent with the law.</i></p><p></p><p><i>
For a general description of all benefits 7-Eleven is offering in the US for the position, please visit this </i>link<i>.</i></p></div>

Illinois Housing Development Authority

<p><b>Position Title: </b>Portfolio Conversion Analyst</p><p><b>Department: </b>Multifamily Financing</p><p><b>Join our Team! </b>At IHDA we strive to create and maintain a work environment that promotes diversity, recognition and inclusion. IHDA is committed to hiring and investing in individuals of diverse talents and backgrounds to ensure a range of perspectives and experiences inform and guide our work of financing affordable housing in the state of Illinois.</p><p><b>Who we are:</b> The Illinois Housing Development Authority (IHDA) is one of the Nation&rsquo;s preeminent Housing Finance Agencies and one of the State&rsquo;s ten largest financial institutions. Our mission is to finance the creation and preservation of affordable housing across the state. IHDA oversees more than 20 federal and state programs on behalf of the state of Illinois and serves as one of the state&rsquo;s primary resources for housing policy and program administration. For over 50 years, IHDA has led the state in financing and supporting affordable housing.</p><p><b>Summary: Portfolio analyst to provide analytical and technical support to the Underwriting Manager and MF Team. Analyst will collect, input, and review construction and leasing reports; prepare reports; assist Underwriting Manager with timing and receipt of equity installments as needed; analyze property financials for stabilization; perform mortgage credit review (financial analysis) on Borrowers and guarantors; complete analysis of property financials for stabilization; complete analysis of quarterly and annual operating results; undertake projects.</b></p><p><b>Essential Functions:</b></p><p>&middot; Monitor construction process and work with Construction Services Group to ensure project is on-schedule and within budget for completion. As needed, work with Asset Management and Loan Portfolio Manager and Legal if a project is in violation of any legal documents.</p><p>&middot; Analyze existing construction loans to determine whether or not the conditions for conversion to permanent, non-recourse financing have been met; including financial feasibility, physical and environmental condition, borrower financial status and regulatory requirements.</p><p>&middot; Manage communications among a diverse mix of internal and external participants including finance, loan portfolio management, asset management, borrowers, equity investors, attorneys, title agents, etc.</p><p>&middot; Review and understand legal documents to ensure transactions comply with the originally negotiated terms and conditions as well as internal and external (local laws and regulatory) policies.</p><p>&middot; Review and analyze due diligence information used to underwrite and finalize deal files for delivery into internal and/or Government Agency systems (Risk Sharing Packages, Financial Calendar).</p><p>&middot; Create and present comprehensive mortgage credit reviews on borrower and guarantor(s) for review and approval.</p><p>&middot; Recommend and Reaffirm appropriate construction and permanent loans risk ratings.</p><p>&middot; Utilize internal automated systems necessary to document underwriting processes.</p><p>&middot; Negotiate structure, terms and conditions with borrowers in a constructive way, based on logic and underwriting issues, with the goal of securing transaction approval while appropriately managing risk to the company.</p><p>&middot; Liaise between, but not limited to Legal, Operations, Underwriter, and Finance.</p><p>&middot; Additional duties as assigned</p><p><b>Education and Experience Requirements:</b></p><p>&middot; BA/BS in accounting, finance or related field</p><p>&middot; Prior experience in underwriting commercial real estate.</p><p>&middot; Excellent communication, organizational and interpersonal skills, along with the ability to multi-task under tight deadlines.</p><p>&middot; Strong motivation, with the ability to work without supervision and take responsibility for increasingly complex tasks.</p><p>&middot; Keen judgment, a strong work ethic.</p><p>&middot; High attention to detail and the desire to take ownership of a process to drive towards resolutions.</p><p>&middot; Possess a basic working knowledge of the commercial real estate industry, including finance.</p><p>&middot; The successful candidate must be capable of analyzing real estate projects for financial feasibility as well as market driven factors.</p><p>&middot; This person will be well versed in commercial real estate concepts such as NOI, Cap Rates, debt service coverage, etc.</p><p><i>Physical Requirements:</i> Alternating between sitting, standing, and walking. Ascending and descending stairs. Crouching and stooping. Pushing and pulling. Reaching overhead or below. Repetitive task movements (filing, keyboarding, copying). Lifting, carrying, and moving objects of up to 10 -15 pounds.</p><p><b>What we Offer:</b></p><p>&middot; Paid time off, plus paid holidays</p><p>&middot; Currently in a hybrid work arrangement, but candidates must reside in Illinois at time of hire</p><p>&middot; Medical/dental/vision/life insurance plans</p><p>&middot; Short/long term disability</p><p>&middot; Tuition reimbursement</p><p>&middot; Flex spending</p><p>&middot; 401K plan &ndash; immediate vesting</p><p>&middot; IHDA employees may be eligible for federal loan forgiveness programs</p><p>&middot; Access to Personal Vehicle: Required along with appropriate insurance.</p><p>&middot; Frequency of Travel: Infrequent &ndash; 5-10% annually.</p><p>&middot; Salary: $69,488 - $86,860</p><p><b>Must be a resident of Illinois or willing to relocate. Flexible scheduling is available, upon completion of a six-month probationary period.</b></p><p>To apply, submit resume to:</p><p>https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=ee890b7a-c9a4-4880-b61b-79abf60f096e&amp;ccId=19000101_000001&amp;jobId=515390&amp;source=CC2&amp;lang=en_US</p><p>EOE</p><p>Job Type: Full-time</p><p>Pay: $69,488.00 - $86,860.00 per year</p><p>Benefits:</p><ul><li>401(k)</li><li>Dental insurance</li><li>Employee assistance program</li><li>Employee discount</li><li>Flexible schedule</li><li>Flexible spending account</li><li>Health insurance</li><li>Health savings account</li><li>Paid time off</li><li>Parental leave</li><li>Professional development assistance</li><li>Referral program</li><li>Tuition reimbursement</li><li>Vision insurance</li></ul><p>Work Location: Hybrid remote in Chicago, IL 60601</p>

Portfolio Conversion Analyst

Hightower Advisors

Our Story
<br>Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).
<br><br>
Your Future Team
<br>Hightower’s Overlay Management team owns daily trade prioritization, execution, and monitoring to ensure client portfolios are optimized to their assigned investment policies on the Hightower One platform; they coordinate with portfolio managers and advisors, manage risk and exposures (including cash, and tax overlays), and deliver compliance-ready reporting and reconciliations. We are a collaborative, and driven group passionate about delivering excellent service, supporting advisor growth, and helping clients achieve their financial goals.
<br><br>
What You’ll Do
<br>The Portfolio Trading Analyst will prioritize, sequence, review and execute daily trades proposed by the Hightower One’s platform optimizer to ensure the timely investment of client portfolios to their investment policies while minimizing market and tax impacts.
<br><ul>
<li>Prioritize and sequence daily trades generated by run groups within the trading platform to ensure timely review and execution of proposed trades on client portfolios.</li>
<li>Execute overlay actions (tracking error reductions, exposure adjustments, cash overlays, tax aware trades) using the platform’s optimization tools.</li>
<li>Translate client investment policies into enforceable overlay rules and maintain those rule sets in the platform.</li>
<li>Validate optimizer-proposed trades for alignment with the proposal objective and investment objective on the client’s account.</li>
<li>Manage cash and settlement timing across aggregated accounts to avoid unintended cash shortfalls or excesses and optimize short term liquidity.</li>
<li>Perform daily reconciliations and exception management: trade blotters, start of day account reconciliations, failed/partial files, and documented remediation steps.</li>
<li>Produce compliance ready reporting and audit trails for overlay actions, including performance attribution and tax impact summaries.</li>
<li>Maintain and test automation workflows and runbooks for overlay rules, change controls, and release management in the platform.</li>
<li>Coordinate with stakeholders — including portfolio managers, advisors, compliance, and/or the platform’s vendor — to resolve exceptions or issues when optimizing client portfolios.</li>
<li>Improve execution and run group logic: batching, crossing, smart routing, and tax lot sequencing to enhance efficiency and reduce operational risk.</li>
</ul>
What You’ll Bring
<br><ul>
<li>2-5 years in trading operations, portfolio operations, execution, or overlay/centralized portfolio management.</li>
<li>Hands on experience with OMS/EMS, TAMP platforms, portfolio optimizers and trade blotter workflows; ability to configure run group rules and maintain runbooks.</li>
<li>Practical understanding of trade lifecycle, settlement mechanics, cash management, and tax lot accounting.</li>
<li>Bachelor’s degree in Finance, Economics, Mathematics, Engineering, or a related quantitative field; advanced degrees are a plus</li>
<li>Advanced Excel (pivot tables, advanced formulas).</li>
<li>An understanding of SQL or equivalent query skills a plus.</li>
<li>Attention to detail, clear written and verbal communication, and experience coordinating with portfolio managers, advisors, compliance, and custodians.</li>
<li>Problem solving under time pressure and disciplined escalation judgment.</li>
<li>Communication and stakeholder management skills, with the ability to influence business and technology teams.</li>
</ul>
What We Offer
<br><ul>
<li>Coverage on the first day of employment for medical, dental, and vision insurance</li>
<li>Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)</li>
<li>Mother’s lounge onsite</li>
<li>Flexible PTO plan</li>
<li>Hybrid work schedule (minimum of 3 days in office)</li>
<li>Free brand-new gym in the Chicago office</li>
<li>401k matching plan</li>
<li>HSA employer contributions</li>
<li>Student loan assistance</li>
<li>Pet insurance</li>
<li>Base salary of up to $90,000-$100,000 plus discretionary bonus (exact base salary amount will be dependent on experience)</li>
</ul>
<b>AN EQUAL OPPORTUNITY EMPLOYER:</b> Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
<br><br>
You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Portfolio Trading Analyst

Ameriprise Financial

<div>The HNWI Portfolio Analyst will build and analyze investment portfolios for high-net-worth individuals (HNWI). This role demands strong financial acumen, deep product knowledge, and proficiency in portfolio tools and databases. The ideal candidate will have prior experience in the HNW space and demonstrate the ability to work independently while collaborating effectively with internal stakeholders.<p></p><p><b>
Key Responsibilities</b></p><ul><li><p><br>
Provide support to the US-based Portfolio Strategist in servicing the HNWI portfolios and learn the US investment landscape.</p></li><li><p>
Review, verify, and input investment holding data into portfolio analytic tools to analyze current client/prospect portfolios.</p></li><li><p>
Build and analyze investment portfolios tailored to HNWI clients.</p></li><li><p>
Prepare detailed portfolio reports and client-facing investment presentations.</p></li><li><p>
Complete quarterly tasks to maintain the investment team&rsquo;s operational readiness (e.g., update quarterly performance metrics, approved investment strategies lists, etc.)</p></li><li><p>
Leverage Morningstar Direct and Preqin databases for research and analysis.</p></li><li><p>
Collaborate with internal teams to ensure high levels of client satisfaction.</p></li><li><p>
Monitor market trends and identify investment opportunities.</p></li><li><p>
Maintain strong communication with internal teams and product partners.</p></li></ul><p><b><br>
Required Qualifications</b></p><ul><li><p><br>
Bachelor's Degree or equivalent experience.</p></li><li><p>
5-7 years of relevant experience, preferably in the financial services industry, including 3-5 years in the HNW wealth management space.</p></li><li><p>
Familiarity with Financial planning concepts and strong analytical and reporting skills.</p></li><li><p>
Strong investment products knowledge or willingness to acquire it (critical for discussions and recommendations).</p></li><li><p>
Experience with financial tools like Morningstar Direct, Preqin etc.</p></li><li><p>
Detailed oriented with strong analytical skills.</p></li><li><p>
Strong communications skills, both oral and written, to interact with team, business partners, advisors, and senior management.</p></li><li><p>
Ability to take direction and work independently with minimal supervision.</p></li><li><p>
Ability to establish and maintain strong relationships with internal teams and across the organization.</p></li></ul><p><b><br>
Preferred Qualifications</b></p><ul><li><p>
Bachelor&rsquo;s degree in mathematics, Finance, Statistics, Economics, or Accounting</p></li><li><p>
Preferred certifications (not mandatory): CFA and/or CFP and/or Series 7/63/66 and/or SIE, or progress towards.</p></li></ul><p></p><p><b><br>
About Our Company</b><br>
Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. The firm&rsquo;s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You&rsquo;ll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step and create a career at Ameriprise India LLP.</p><p></p><p>
Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.</p><p></p><div><div><div><div><div><div><div><p><b>
Full-Time/Part-Time</b></p></div></div></div></div></div></div></div>
Full time<p></p><div><div><div><div><div><div><div><p><b>
Timings</b></p></div></div></div></div></div></div></div>
(4:45p-1:15a)<p></p><div><div><div><div><div><div><div><p><b>
India Business Unit</b></p></div></div></div></div></div></div></div>
AWMPO AWMP&amp;S President's Office<p></p><div><div><div><div><div><div><div><p><b>
Job Family Group</b></p></div></div></div></div></div></div></div>
Business Support &amp; Operations</div>

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