senior 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>

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>
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></p><p><b>
Required Qualifications</b></p><ul><li><p>
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></p><p><b>
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>

Senior Portfolio Investment Analyst Lead

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

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>
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  <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/>
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 <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>
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 </p>
 <p>
  <strong>
   Key Accountabilities:
  </strong>
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 <p>
  <strong>
   Investment Analysis:
  </strong>
 </p>
 <p>
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 </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>
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 </p>
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  <strong>
   Market Research:
  </strong>
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 <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>
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 </p>
 <p>
  <strong>
   Execution Support:
  </strong>
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  <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>
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  <strong>
   Who we are looking for:
  </strong>
 </p>
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  <strong>
  </strong>
 </p>
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  <li>
   Minimum 2&ndash;5 years of relevant experience within a financial institution, with a proven track record in supporting investment analysis
  </li>
 </ul>
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   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

Wellington Management

<div></div><div><div>About Us</div><div></div><div>
Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.</div><div></div><div>
About the Role</div><div></div><div>
Portfolio Operations within the Global Operations Group has an open position for a Senior ETF Operations Analyst. The analyst will work closely with the Principal ETF Analyst to perform all current ETF responsibilities for existing funds. Once proficient and independent on these functions, the analyst will assist with the role out of a large ETF project for the firm. The project will include a focus on process optimization through the identification and implantation of technology solutions to increase operational efficiency and build scale. Once live, the senior will then assume additional responsibilities necessary to support the business.</div><div></div><div>
Responsibilities</div><ul><li>
Partner with Portfolio Management, Product Management, Investment Implementation, Trading, Operations, Technology, Legal and Compliance to effectively grow and operationalize our lineup of ETF products</li><li>
Collaborate with investment teams, Legal and Compliance to create and maintain ETF-specific policies and procedures, especially as they pertain to custom baskets.</li><li>
Help lead specific key initiatives that are critical to evolving our ETF business such as the build out of basket construction and tax-optimized trade routing</li><li>
Primary internal contact and subject matter expert for ETF product discussions</li><li>
Establish and maintain relationships across ETF Capital Markets including Authorized Participants (Aps), Market Makers, Third Party Technology and Data Vendors</li><li>
Stay updated on developments in the broader ETF ecosystem</li><li>
Monitor and assess the ETF operations control environment; identify potential issues and their impact on internal controls and drive a course of action to mitigate risk</li><li>
Strong analytical, prioritization, organizational, and time management skills</li><li>
Serve as thought partner to investment and product teams with an emphasis on minimizing capital gains</li></ul><div></div><div>
Qualifications</div><ul><li>
3+ years of relevant investment operations experience preferred</li><li>
Bachelor's Degree in Economics, Finance, Business Administration, or related field of study</li><li>
Solid Understanding of the ETF ecosystem and the operational aspects of launching &amp; managing ETFs, as well as the benefits of the ETF structure</li><li>
Comfortable working in an evolving environment, this is a new business, and the role will change as the product grows and we implement technology solutions</li><li>
Excellent communication skills</li><li>
Strong attention to detail</li><li>
Individual must be an independent self-starter, a team player</li><li>
Able to work on multiple assignments and complete high-quality work against strict and competing deadlines</li><li>
Proficiency in Microsoft Word and Excel</li><li>
A positive, collegial attitude and a high level of professionalism are essential</li></ul><div></div><div>
Not sure you meet 100% of our qualifications? That&rsquo;s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.</div><div></div><div><i>
As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to </i><i>r</i><i>ace, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic</i><i> protected by applicable law</i><i>.</i><i> If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at </i><div><i>GMWTalentOperations@wellington.com</i></div><i>.</i></div><div></div><div>
At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:</div>
USD 90,000 - 180,000<div><div>
This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.</div></div><div></div><div><div><br>
Base salary is only one component of Wellington&rsquo;s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)</div><div></div><div>
We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.</div></div></div>

Senior ETF Operations Analyst

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