Associate Vice President, Portfolio Senior Analyst Greater Mumbai, India Area

The Company is seeking a Portfolio Senior Analyst, AVP to join their team. The successful candidate will be responsible for supporting the Passive Portfolio Manager in the oversight and maintenance of investment portfolio performance. This includes tracking key benchmarks, model portfolios, and portfolio metrics, conducting in-depth data and performance analysis, and preparing internal reports to aid in investment decision-making. The role also involves working with financial datasets and analytical tools to assess and attribute portfolio performance, as well as supporting the day-to-day operational activities related to passive investment strategies. Applicants should have a postgraduate degree or equivalent, with a preference for CFA Charter holders or those who have passed Level III. A strong quantitative background in engineering, mathematics, or finance is essential, along with up to 3 years' of relevant experience in financial services or investment management support. The role requires a foundational understanding of equity and fixed-income instruments, including derivatives, and experience in supporting portfolio management functions. Proficiency in Microsoft Excel is a must, with knowledge of Bloomberg, Reuters, VBA, and portfolio management systems considered advantageous. The ideal candidate will be self-motivated, detail-oriented, and possess excellent communication skills, with the ability to engage effectively with stakeholders at all levels. A strong team orientation and the ability to work in a technical environment with a collaborative approach to problem-solving are also key characteristics.

Hiring Company

DWS Investments