project portfolio analyst

Nok Human Capital

<p>We are hiring a Portfolio Analyst to manage and report on the performance of a portfolio of projects and programs, ensuring accurate insights for decision-making. The role focuses on analyzing portfolio data, monitoring performance against KPIs, and translating complex information into clear reports and dashboards. You will collaborate with cross-functional teams to gather and validate data and support governance and planning activities.</p><p><b>About us</b></p><p>NOK Human Capital is a leading HR consulting and talent acquisition firm with a global footprint and a proven track record of supporting Fortune 500 clients. We specialize in connecting top-tier talent with industry leaders, driving innovation, and fostering high-performance cultures across the MENA region and beyond.</p><p><b>Key Responsibilities</b></p><ul><li>Generate and deliver portfolio performance reports, including project status, resource allocation, and financial metrics.</li><li>Analyze portfolio data to identify trends, risks, and opportunities for improvement.</li><li>Develop and maintain dashboards and reporting tools to track portfolio performance and alignment with strategic goals.</li><li>Collaborate with project managers and stakeholders to gather, validate, and maintain accurate portfolio data.</li><li>Monitor portfolio performance against KPIs and strategic objectives and provide actionable insights.</li><li>Facilitate portfolio reviews and prepare presentations for governance and senior leadership meetings.</li><li>Ensure data accuracy, integrity, and compliance with reporting standards and organizational policies.</li></ul><p><b>Requirements</b></p><ul><li>Bachelor&rsquo;s degree in Business Administration, Finance, Data Analytics, or a related field.</li><li>Minimum 5 years of experience in portfolio analysis, reporting, PMO, or a related role.</li><li>Strong knowledge of portfolio management principles, reporting standards, and governance practices.</li><li>Experience with portfolio reporting tools, dashboards, and data analysis techniques.</li><li>Strong analytical, reporting, and presentation skills with attention to detail.</li><li>Excellent written and verbal English communication skills.</li><li>Ability to collaborate with multiple stakeholders and manage data across cross-functional teams.</li></ul><p>Job Type: Full-time</p>

PMO 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

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

American Express

<div><p>At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. From delivering differentiated products to providing world-class customer service, we operate with a strong risk mindset, ensuring we continue to uphold our brand promise of trust, security, and service.</p><p></p><p>
As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.</p><p></p><p><b>
How will you make an impact in this role?</b></p><p></p><p>
Responsible for contacting clients with overdue accounts to secure the settlement of the account. Also they do preventive work to avoid future overdues with accounts that have a high exposure.</p><p></p><p><b>
Analyst, Portfolio Analytics, Insights &amp; Governance</b></p><p></p><p>
Within the Technology Business Enablement (TBE) organization, the Lean Portfolio Management (LPM) team is responsible for aligning investment and execution of enterprise priorities, accelerating strategic alignment and planning across Enterprise Centers of Excellence (COEs), Lines of Business (LOBs), and Technology. By integrating lean principles, LPM elevates transparency, optimizes resource allocation, and drives business and customer outcomes through continuous alignment of strategy, funding, and delivery.</p><p></p><p>
The <b>Analyst, Portfolio Analytics, Insights, &amp; Governance</b> enables data-driven decision-making by creating scalable analytics solutions and actionable insights that optimize investment decisions, portfolio performance, and sequencing of enterprise priorities and resources. This role specializes in leveraging planning, delivery, productivity, OKRs, capacity, and funding data to inform investment decisions, strategic planning, and execution. It also champions advanced analytics, AI/ML adoption, and visualization capabilities to drive speed of delivery and enterprise outcomes.</p><p></p><p>
This position reports to the Director, Portfolio Analytics, Insights, and Governance and will be based in Chennai, India.</p><p></p><p><b><br>
Key Responsibilities:</b></p><p></p><ul><li><p>
Support execution of the Enterprise Portfolio Insights &amp; Governance strategy by delivering analysis and reporting that contribute to measurable business outcomes and improved decision‑making</p></li><p></p><li><p>
Contribute to the development and successful delivery of the Enterprise Portfolio Data Insights &amp; Governance reporting &amp; analytics roadmap, ensuring outputs align with defined stakeholder needs and user personas</p></li><p></p><li><p>
 Apply established data governance standards and controls to help maintain data hygiene, accuracy, and trust in portfolio insights and reporting</p></li><p></p><li><p>
Automate manual and repetitive tasks, including presentations and analytical workflows, to improve efficiency and scalability across TBE, LOBs, Product, and Technology</p></li><p></p><li><p>
Advance integration of AI, ML, BI, and emerging technologies by applying AI‑enabled tools to accelerate analysis, improve insight quality, and support decision‑making</p></li><p></p><li><p>
Translate complex data into clear summaries and actionable insights, supporting recommendations that inform manager‑ and senior leader‑level decision‑making</p></li><p></p><li><p>
Demonstrate initiative and learning agility, taking ownership of assigned work and identifying opportunities to innovate, improve analyses or processes</p></li><p></p><li><p>
Excel in a fast-paced environment, adjusting to shifting priorities while maintaining focus on quality and outcomes</p></li></ul><p></p><p><b>
Required Skills &amp; Qualifications:</b></p><p></p><ul><li><p>
Minimum of 3+ years of experience in data analytics, business analytics, or related roles, with experience supporting cross‑functional product, technology, or portfolio initiatives</p></li><p></p><li><p>
Bachelor&rsquo;s Degree in business, economics, statistics, mathematics, engineering, or a related field</p></li><p></p><li><p>
Expertise in Python, Power BI, Tableau, AI/ML, custom GPTs, data modeling, and advanced Excel, with hands-on experience applying AI‑enabled insights to improve planning, prioritization, and decision‑making</p></li><p></p><li><p>
Experience working with AI/ML concepts and large language models (e.g., OpenAI GPT or Llama), applying tools such as retrieval‑augmented generation (RAG) or AI‑assisted analysis in reporting or decision‑support contexts</p></li><p></p><li><p>
Advanced user of enterprise collaboration and reporting tools including Jira, Rally, Clarity, Apptio Target Process, Confluence, Tableau, Power BI and Airtable</p></li><p></p><li><p>
Experience supporting analytics for products, programs, or portfolios, including working with multiple stakeholders and structured data sets</p></li><p></p><li><p>
Foundational understanding of Agile delivery methodologies and project coordination, with experience contributing to defined analytics or reporting backlogs</p></li><p></p><li><p>
Strong collaboration skills, with the ability to work effectively across global teams and incorporate feedback into analysis and deliverables</p></li><p></p><li><p>
Analytical mindset with strong quantitative skills, including basic forecasting, trend analysis, and the ability to derive business insights from data</p></li><p></p><li><p>
Clear written and verbal communication skills, with the ability to translate data and insights into concise summaries and recommendations for managers and senior leaders</p></li></ul><br>
<p></p>
<p>
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:</p><ul><li>
Competitive base salaries</li><li>
Bonus incentives</li><li>
Support for financial-well-being and retirement</li><li>
Comprehensive medical, dental, vision, life insurance, and disability benefits (depending on location)</li><li>
Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need</li><li>
Generous paid parental leave policies (depending on your location)</li><li>
Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)</li><li>
Free and confidential counseling support through our Healthy Minds program</li><li>
Career development and training opportunities</li></ul><p>
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law.</p><p>
Offer of employment with American Express is conditioned upon the successful completion of a background verification check, subject to applicable laws and regulations.</p></div>

Analyst - Portfolio Analytics, Insights & Governance

Dubai Holding

<div>
 <p>
  Established in 2004, Dubai Holding is a global investment company with investments in more than 34 countries and a combined workforce of nearly 45,000 individuals. In line with the vision of Dubai&rsquo;s leadership and economic diversification strategy, Dubai Holding companies have nurtured sectors, irrevocably transforming Dubai&rsquo;s socio-economic landscape and positioning Dubai as a diversified, globally integrated economy.
 </p>
 <p>
  <br/>
 </p>
 <p>
  Dubai Holding is committed to the diversification of Dubai&rsquo;s non-oil economy. Our portfolio, valued at over AED 284+ billion, spans 10 sectors, including real estate, hospitality, leisure &amp; entertainment, ICT, design, education, media, retail, manufacturing &amp; logistics, and science.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   For the Good of Tomorrow
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <p>
  Dubai Holding is looking to hire an
  <strong>
   Analyst &ndash; Investments &amp; Portfolio Management
  </strong>
  at Dubai Holding Investments. The role holder is responsible for conducting comprehensive financial analyses and market research to support the execution of investment strategies. This role entails building and maintaining financial models, performing due diligence, and monitoring portfolio performance to provide actionable insights that drive informed decision-making. The Analyst will collaborate closely with senior team members to assess investment opportunities and contribute to the overall management of the investment portfolio, ensuring alignment with organizational goals.
 </p>
 <p>
  <br/>
 </p>
 <p>
  If you are ready to embark on a dynamic journey where your talents are valued, and your contributions make a real impact, we would like to hear from you.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Key Accountabilities:
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Investment Analysis:
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <ul>
  <li>
   Build and maintain financial models to evaluate potential investments and assess their financial viability
  </li>
  <li>
   Participate in the due diligence process for prospective investments, analysing financial statements, operational metrics, and market conditions to identify risks and opportunities
  </li>
  <li>
   Conduct thorough valuations of investment opportunities using methods such as comparable company analysis and precedent transactions analysis
  </li>
  <li>
   Perform sensitivity analysis on key financial assumptions to assess how changes in variables impact investment outcomes, providing deeper insights into risk factors
  </li>
  <li>
   Prepare comprehensive memos for Investment Committees, detailing transaction analyses and recommendations
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Market Research:
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <ul>
  <li>
   Perform comprehensive research on market trends, industry dynamics, and competitive landscapes to inform investment decisions
  </li>
  <li>
   Monitor relevant macro trends and microeconomic factors that could impact investment performance and portfolio strategy
  </li>
  <li>
   Assist in developing and articulating investment theses based on quantitative analysis and qualitative insights from research
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Portfolio Monitoring &amp; Reporting:
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <ul>
  <li>
   Monitor the monthly performance of the assigned investment portfolio, analysing variances against historical periods, budgets &amp; benchmarks and providing insights into performance drivers
  </li>
  <li>
   Conduct risk analysis for current investments, identifying potential exposures and recommending mitigation strategies based on quantitative metrics
  </li>
  <li>
   Support the development and implementation of strategic initiatives focused on driving value creation and enhancing overall organizational performance
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Execution Support:
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <ul>
  <li>
   Support the execution of investment transactions, including analysing deal structures, terms, and pricing to ensure alignment with strategic objectives
  </li>
  <li>
   Participate in post-transaction evaluations to assess the success of executed investments and learnings for future transactions
  </li>
  <li>
   Work closely with cross-functional teams (e.g., legal, compliance) to facilitate smooth execution of investment processes and ensure adherence to regulatory requirements
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Who we are looking for:
  </strong>
 </p>
 <p>
  <strong>
  </strong>
 </p>
 <ul>
  <li>
   Minimum 2&ndash;5 years of relevant experience within a financial institution, with a proven track record in supporting investment analysis
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Education/Professional Certification:
  </strong>
 </p>
 <p>
  <strong>
  </strong>
 </p>
 <p>
  <strong>
   Minimum requirements:
  </strong>
 </p>
 <ul>
  <li>
   Bachelor&rsquo;s degree in finance, Accounting, Investments, Economics, or a related discipline
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Desirable requirements:
  </strong>
 </p>
 <ul>
  <li>
   Professional qualification or progress toward a recognised certification such as CA, CFA, or equivalent
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Technical Competencies:
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <ul>
  <li>
   Understanding of financial markets, investment products, portfolio management techniques, and divestment processes. Proficiency in financial modelling, valuation methodologies, and investment analysis tools
  </li>
  <li>
   Strong analytical and quantitative skills, with the ability to interpret complex data, conduct financial analysis, and make informed investment and divestment decisions
  </li>
  <li>
   High level of accuracy and attention to detail in all aspects of investment analysis, reporting, and documentation
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Behavioral Competencies:
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <ul>
  <li>
   Customer Focus
  </li>
  <li>
   Results Orientation
  </li>
  <li>
   Business Awareness
  </li>
  <li>
   Curious &amp; Creative
  </li>
  <li>
   Adaptability &amp; Flexibility
  </li>
  <li>
   Builds Relationships
  </li>
  <li>
   Problem Solving &amp; Decision Making
  </li>
  <li>
   Planning and Organizing
  </li>
  <li>
   Communication Skills
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   As much as we would be delighted to entertain all applicants, due to the high volumes of applications, only successful applicants will be contacted within 14 business days.
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   This job description is not all inclusive. Dubai Holding reserves the right to amend this job description at any time. Dubai Holding is an Equal Opportunity Employer, committed to a diverse and inclusive work environment.
  </strong>
 </p>
</div>


Analyst - Investments & Portfolio Management

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

Airswift

<div>
 <strong>
  Job Title: Projects Performance &amp; Reporting Analyst
  <br/>
  <br/>
 </strong>
 <strong>
  Location: Qatar
  <br/>
  <br/>
 </strong>
 <strong>
  About The Role
  <br/>
  <br/>
 </strong>
 The Projects Performance &amp; Reporting Analyst plays a critical role in enhancing project visibility, enabling data-driven decision-making, and improving reporting efficiency across the Technical Directorate. The role focuses on developing integrated reporting systems, consolidating project data, and generating analytics that support project performance monitoring and corporate governance requirements.
 <br/>
 <br/>
 <strong>
  Qualifications
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Bachelor&rsquo;s degree in Engineering, Business, Computer Science, or a related field.
  </li>
  <li>
   Minimum 10 years of experience in Business Analysis/Business Intelligence within a project-driven environment, including reporting for major engineering design and construction projects.
  </li>
  <li>
   At least 5 years in a senior role, preferably within the oil and gas industry.
  </li>
  <li>
   Solid understanding of Project Management principles and practices.
  </li>
  <li>
   Strong working knowledge of Business Process Management (BPM) methodologies.
  </li>
  <li>
   Experience with ERP systems, Business Intelligence tools, dashboards, and data management solutions.
  </li>
  <li>
   Advanced analytical and problem-solving abilities.
  </li>
  <li>
   Proven commitment to quality assurance and continuous improvement.
  </li>
  <li>
   Excellent English communication skills oral, written, presentation, and documentation.
  </li>
  <li>
   A collaborative team player with the ability to work independently and coordinate effectively with cross-functional groups.
  </li>
  <li>
   Innovative mindset with a track record of improving reporting structures, processes, or systems.
  </li>
  <li>
   Proficiency in Microsoft Office Suite.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Primary Duties &amp; Responsibilities
  <br/>
  <br/>
 </strong>
 <strong>
  Reporting &amp; Data Analysis
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Analyze existing systems to identify functional requirements for a fully integrated reporting platform for DT projects.
  </li>
  <li>
   Develop and generate standard and custom reports, synthesizing business intelligence and trend data to support management decisions.
  </li>
  <li>
   Conduct data analysis to evaluate process performance and recommend optimization opportunities to improve service delivery across the Directorate.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Systems &amp; Tools Integration
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Work closely with ICT to implement and maintain business intelligence tools, dashboards, databases, and reporting systems.
  </li>
  <li>
   Identify and recommend emerging tools that enhance timely flow of business intelligence to management.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Project Performance Monitoring
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Coordinate, review, and consolidate inputs for management reports and presentations to ensure accurate, concise, and timely project updates.
  </li>
  <li>
   Lead the collection and reporting of detailed project progress information for Corporate Planning and Corporate Leadership.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  HSE Reporting
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Coordinate annual HSE objectives for the Engineering Business Department.
  </li>
  <li>
   Prepare and submit quarterly HSE performance reports in alignment with corporate requirements.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Business Case &amp; Requirements Development
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Engage with Subject Matter Experts (SMEs) to develop business cases and detailed business requirements for process automation initiatives.
  </li>
  <li>
   Liaise with ICT to ensure business needs are effectively translated into system implementations.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Decision-Making Authority
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Operates within established corporate policies and departmental procedures.
  </li>
  <li>
   Works independently, with work subject to broad review and approval by the Head of Business &amp; Systems.
  </li>
  <li>
   Exercises sound judgment when evaluating and interpreting departmental information for reporting purposes.
  </li>
 </ul>
</div>


Projects Performance & Reporting Analyst

Search 10000+ Project portfolio analyst jobs near you this March. New roles added regularly across leading industries. Apply today.