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Join AB as a Portfolio Quality Analyst in Pune, supporting APMs with data accuracy, portfolio reviews, and process automation.
Drive operational excellence by conducting quality checks, building orders, and enhancing risk controls in a dynamic global firm.
Company Description
As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition is simple: to be our clients’ most valued asset-management partner.
Key responsibilities
Performing start-of-day quality control checks to verify data accuracy and integrity
Assisting in the review of portfolios to identify strategy dispersion, validate lifecycle events, or investment workflow completion pursuant to guidelines and instructions.
Constructing proposed purchase and sell orders in client portfolios for APM review based on established procedures, automation, or optimization solutions
Investigating and escalating post-trade compliance alerts to ensure adherence to investment guidelines
Supporting the operational setup of new accounts or client transition events.
Assisting in the maintenance of product targets or rule sets as directed by PMs or APMs
Assisting in the preparation of investment and portfolio reports
Supporting routine or ad-hoc client requests or team requests
Identifying opportunities to re-engineer and automate processes to boost operational efficiency, improve client service, and strengthen risk controls
Location
Pune, India