Job Title: Portfolio Senior Analyst, AVP
Location: Mumbai, India
Role Description
The Portfolio Analyst supports the Passive Portfolio Manager in overseeing and maintaining the performance of investment portfolios. This position involves tracking key benchmark, model portfolio and portfolio metrics, conducting in-depth data and performance analysis, and preparing internal reports to inform investment decisions. The analyst works with financial datasets and analytical tools to assess and attribute portfolio performance, while also supporting the day-to-day operational activities associated with passive investment strategies.
What we’ll offer you
As part of our flexible benefits program, you will have access to:
- Best-in-class leave policy
- Gender-neutral parental leave
- 100% reimbursement under childcare assistance benefit (gender-neutral)
- Sponsorship for industry-relevant certifications and education
- Employee Assistance Program for you and your family
- Comprehensive hospitalization insurance for you and your dependents
- Accident and term life insurance
- Complimentary health screening for employees aged 35 and above
Your Key Responsibilities:
- Work closely with XTrackers Portfolio Management teams across Europe, Asia and the US to support global fund and benchmarks operations.
- Ensure accuracy, integrity, and smooth operation of index, model portfolio and portfolio management data across multiple investment and operational systems, supporting effective decision-making and risk management.
- Coordinate with external stakeholders such as index providers, as well as internal teams including Middle Office, Risk, and Compliance.
- Monitor index changes and corporate actions, and conduct portfolio cash flow analysis to support accurate fund adjustments.
- Conduct performance analysis and generate regular performance attribution reports to support portfolio evaluation.
- Monitor portfolio risk exposures in alignment with internal policies and regulatory standards.
- Support stakeholder communication by ensuring timely updates, issue resolution, and delivery of required outputs.
Your Skills and Experience:
- Postgraduate degree or equivalent international qualification; CFA Charter holder or candidates who have passed Level III are preferred.
- Strong quantitative background, with academic or professional grounding in engineering, mathematics, or finance.
- Up to 3 years of relevant experience in financial services or investment management support.
- Foundational understanding of equity and fixed income instruments, including derivatives.
- Exposure to or experience in supporting equity or fixed income portfolio management functions.
- High proficiency in Microsoft Excel, with working knowledge of Bloomberg and Reuters.
- Familiarity with Visual Basic for Applications (VBA) and portfolio management systems is considered an advantage.
Personal Characteristics:
- Self-motivated and capable of working independently, with a strong willingness to learn and take on new challenges
- Excellent written and verbal communication skills, with strong attention to detail.
- Demonstrated ability to engage effectively with stakeholders across various levels of the organization.
- Organized and efficient, with the ability to manage multiple priorities and perform under pressure.
- Comfortable working in a technical environment and with fundamental mathematical concepts in finance.
- Strong team orientation with a collaborative approach to problem-solving.
How we’ll support you
- Training and development to help you excel in your career
- Coaching and support from experts in your team
- A culture of continuous learning to aid progression
- A range of flexible benefits that you can tailor to suit your needs
About us and our teams
Please visit our company website for further information:
https://www.db.com/company/company.html
We at DWS are committed to creating a diverse and inclusive workplace, one that embraces dialogue and diverse views, and treats everyone fairly to drive a high-performance culture. The value we create for our clients and investors is based on our ability to bring together various perspectives from all over the world and from different backgrounds. It is our experience that teams perform better and deliver improved outcomes when they are able to incorporate a wide range of perspectives. We call this #ConnectingTheDots.
Skills Required
- Postgraduate degree or equivalent international qualification
- CFA charter holder or passed CFA Level III
- Strong quantitative background (engineering, mathematics, or finance)
- Up to 3 years relevant experience in financial services or investment management support
- Foundational understanding of equity and fixed income instruments, including derivatives
- Exposure to or experience supporting equity or fixed income portfolio management functions
- High proficiency in Microsoft Excel
- Working knowledge of Bloomberg and Reuters
- Familiarity with Visual Basic for Applications (VBA)
- Familiarity with portfolio management systems
- Excellent written and verbal communication skills and stakeholder engagement
What We Do
DWS Group (DWS) with EUR 933bn of assets under management (as of 30 June 2024) aspires to be one of the world's leading asset managers. Building on more than 60 years of experience, it has a reputation for excellence in Germany, Europe, the Americas and Asia. DWS is recognized by clients globally as a trusted source for integrated investment solutions, stability and innovation across a full spectrum of investment disciplines. We offer individuals and institutions access to our strong investment capabilities across all major liquid and illiquid asset classes as well as solutions aligned to growth trends. Our diverse expertise in Active, Passive and Alternatives asset management – as well as our deep environmental, social and governance focus – complement each other when creating targeted solutions for our clients. Our expertise and on-the-ground knowledge of our economists, research analysts and investment professionals are brought together in one consistent global CIO View, giving strategic guidance to our investment approach. DWS wants to innovate and shape the future of investing. We understand that, both as a corporate as well as a trusted advisor to our clients, we have a crucial role in helping to navigate the transition to a more sustainable future. With approximately 4,500 employees in offices all over the world, we are local while being one global team. We are committed to acting on behalf of our clients and investing with their best interests at heart so that they can reach their financial goals, no matter what the future holds. With our entrepreneurial, collaborative spirit, we work every day to deliver outstanding investment results, in both good and challenging times to build the best foundation for our clients’ financial future.
