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Portfolio analytics
Required
TRPD-26-05817
Portfolio Management (Financial Services)
Hiring a Portfolio Management professional for a permanent role in Mumbai within Financial Services, with 8–12 years of experience. The role focuses on managing investment portfolios, including asset allocation, performance monitoring, risk management, and reporting, with strong understanding of capital markets and portfolio analytics.
Position summary
- Location
- India
- Workplace
- On-site
- Employment
- Full Time
- Experience
- Minimum 8 years and Maximum 12 years
Role overview
Why This Role Matters.
Hiring a Portfolio Management professional for a permanent role in Mumbai within Financial Services, with 8–12 years of experience. The role focuses on managing investment portfolios, including asset allocation, performance monitoring, risk management, and reporting, with strong understanding of capital markets and portfolio analytics.
Your Impact
Deliver Enterprise Value
Help organisations solve complex business problems through modern technology, consulting expertise and measurable outcomes.
Collaboration
Work Across Teams
Collaborate with consultants, architects, engineers and client stakeholders throughout the project lifecycle.
Growth
Learn Continuously
Gain exposure to enterprise technologies, certifications, mentoring and real-world project experience.
Career Path
Grow With Ubique
Build a long-term consulting career with opportunities to take on greater responsibility and leadership over time.
Responsibilities
What You'll Be Doing.
Every role at Ubique contributes directly to solving meaningful business challenges for our clients.
Technology stack
Tools & Technologies.
The platforms and technologies you'll use to build modern, enterprise-grade solutions.
02
Performance attribution
Required
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Risk analytics
Required
04
Bloomberg
Required
05
Refinitiv
Required
06
FactSet
Required
07
Morningstar
Required
08
Excel
Required
09
VBA
Required
10
Python
Required
11
SQL
Required
Requirements
Skills & Experience.
We value curiosity, collaboration and continuous learning. If you don't meet every requirement but believe you can make an impact, we'd still love to hear from you.
Essential
Required Qualifications
Portfolio management
Asset allocation
Investment analysis
Portfolio performance measurement
Risk management (portfolio-level)
Capital markets knowledge
Financial analysis
Reporting and stakeholder communication
Preferred
Nice to Have
Portfolio optimization
Derivatives/hedging concepts
Fixed income and/or equity research exposure
Regulatory awareness (investment management)
Client/relationship management
Use of portfolio analytics tools
What you'll gain
More Than Just A Job.
We're committed to helping every team member grow professionally, personally and technically while working on meaningful projects.
Global Exposure
Collaborate with international clients and multicultural teams on enterprise programmes.
Continuous Learning
Expand your expertise through mentoring, certifications and hands-on project experience.
Career Growth
Take ownership, develop leadership skills and grow your consulting career over time.
Flexible Working
Hybrid and remote collaboration designed around trust and delivering exceptional outcomes.
People First
Join a supportive culture where collaboration, respect and long-term relationships come first.
Enterprise Projects
Work on meaningful technology initiatives for leading organisations across industries.
Apply
Apply for Portfolio Management (Financial Services)
One page, about two minutes. We only ask for what we actually need to have a first conversation.