Job Title: Global Treasury Investment Portfolio Specialist

Job Description

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. Our promise to maintain an environment where every employee feels valued and able to meet their full potential infuses our company values. It’s also part of our commitment to inclusion, development and engagement, and corporate social responsibility. You’ll have tools to help balance your professional and personal life, paid volunteer days, and access to employee networks that help you stay connected to what matters to you. Join us.

The Global Treasury (GT) is responsible for overall balance sheet management including credit, interest rate, and liquidity risk management. The incumbent will focus on the bank’s Investment Portfolio, an investment-grade fixed income portfolio used to monetize deposits.

Responsibilities & Tasks Include:

- Part of the Buy-side function and independently cover Investment Grade names in BFSI

- Analyze names in the BFSI sector from a credit perspective and update periodic reviews, with the ability to do analysis through the CAMEL Model

- Proactively conduct constant surveillance of the portfolio by tracking company events (earnings, stress test results, regulatory updates), peer group, and other industry information sources

- Demonstrate strong understanding of macroeconomic and market data and effectively communicate insights across sector teams and to the portfolio managers

- Suggest new names and arbitrage ideas for the portfolio after due diligence

- Prepare thematic reports and presentations on companies describing business models, strategies, industry scenarios, capital structures, covenants, and key risks associated with the investments

- Understanding of relative valuation of bonds will be an advantage

Education and Experience:

- MBA from a top-tier school / Chartered Accountant with experience in Credit and Fixed income research

- Minimum of 4-6 years of relevant work experience

- Excellent oral, written, and presentation communication skills

Skills/ Knowledge:

- Ability to work effectively under tight deadlines

- Team player willing to work with cross-functional teams across time zones

- Experience in Tableau will be an advantage

- Knowledge of Python coding will be an advantage

- Excellent analytical skills

- Innovative and solution-oriented

- Proficiency in Excel

- Experience working and thriving as part of a global team

- Ability to multi-task, manage priorities, work independently while maintaining attention to detail, and meet deadlines in a demanding and deadline-oriented environment

- Must possess strong communication skills with the ability to participate in conference calls and contribute to the presentation of financial results to audiences at various levels of seniority

This is a visible role requiring excellent communication, organizational, and presentation skills, along with the ability to present complex financial matters to management.

For further information, and to apply, please visit our website via the “Apply” button below.