Asset Management – Portfolio Insights Analyst

To support the Asset Management (AM) team by owning portfolio data collation, performance tracking, and preparation of high-quality portfolio review materials (decks and Excel-based analytics). The role focuses on enabling timely, accurate, and insightful portfolio reviews for senior stakeholders by streamlining data processes and improving operational efficiency.

Key Responsibilities

· Portfolio Reporting & Analytics and Portfolio Review Support. Collate, analyze, and track fund-wise portfolio data.

· Monitor and maintain key portfolio metrics to support investment strategy evaluation and monthly performance reviews.

· Track recent commitments, exited / liquidated positions, and changes in portfolio exposure for ongoing portfolio management.

· Prepare materials for monthly, quarterly, and regional portfolio reviews for the European Private Credit Portfolio.

· Create and maintain Excel-based analytics and PowerPoint decks, ensuring consistency, accuracy, and stakeholder-ready presentation.





· Track and maintain a repository of performance commentaries, with special focus on watchlist names.

· Fully own the periodic updating of reference and data files used for portfolio reviews and decks.

· Provide support on urgent and time sensitive ADHOC requests.

· Enhance and optimize complex Excel formulas, logic, and interlinked models to improve data extraction and reduce manual effort.

· Work extensively with data-heavy Excel files and Macabacus to ensure accurate linking and automation of portfolio information.

· Process Improvement & Documentation to develop and maintain a detailed SOP / step-by-step process guide for portfolio reporting and review workflows to minimize errors.

· Create and manage a centralized, well-structured database for historical portfolio review decks, reference files, and supporting materials.

· Identify opportunities to streamline and accelerate the portfolio review process, reducing turnaro

📌 Credit Analyst (Pune Division)
🏢 Crisil
📍 Pune Division