Company

CARE Analytics and Advisory Private Ltd. (CAAPL) is a wholly-owned subsidiary of CareEdge,

rendering financial and management advisory service, undertaking diligence studies and appraisals of all types of projects and other related research.

https://www.careratings.com/CAREAdvisory.aspx

Position : Analyst/Lead Analyst

Role & Responsibility

•Design, development, review and maintenance of investment benchmarks/indices, particularly debt benchmarks, including constituent selection, eligibility criteria, weighting, rebalancing and review methodology.

•Analyse equity and debt portfolios and evaluate investment performance against appropriate benchmarks, peers and defined performance parameters.

•Support valuation and risk analysis of debt securities, including YTM, duration, yield curve, credit spreads, liquidity and market pricing.

•Analyse equity and debt portfolios and evaluate investment performance against appropriate benchmarks, peers and defined performance parameters.

•Perform portfolio risk assessment covering credit risk, liquidity risk, market/interest-rate risk, concentration risk, issuer risk, sector risk and other relevant portfolio risks.

•Evaluate asset allocation, sector allocation, duration, credit quality, security selection etc and assess their impact on portfolio performance and risk.

•Conduct performance attribution and comparative analysis to identify key drivers of portfolio outperformance/underperformance, including asset allocation and security selection.

•Undertake scenario analysis and stress testing to assess portfolio resilience under adverse market conditions, including interest-rate shocks,



credit-rating downgrades, equity-market corrections and liquidity stress.

•Review portfolio management and investment processes, including trade execution, settlement, reconciliation, reporting, data quality and operational risk, and identify areas for improvement.

Skills

•Strong analytical, quantitative and data interpretation skills with advanced MS Excel proficiency.

- Understanding of bond valuation, YTM, duration, yield curve, credit spreads and fixed-income risk metrics.

•Knowledge or practical exposure to debt benchmark/index design, construction, maintenance and rebalancing. •Strong understanding of Indian equity and debt markets and investment products.

•Strong knowledge of credit, liquidity, market, interest-rate, concentration and portfolio risks.

•Pro-active and self-motivated individual

Educational Qualification/ work experience

•MBA/PGDM (Finance), CFA, CA, FRM or equivalent qualification preferred.

•1–4 years of relevant experience in investment research, portfolio analytics, asset management, investment consulting, risk management, insurance/pension/provident funds, debt research or capital markets.

•Candidates with hands-on experience in debt markets, portfolio risk analysis, investment performance evaluation or benchmark/index development will be preferred.

•Strong Excel and analytical skills to collate and analyze a wide range of information

•Verbal and written communication skills in English

•Positive organization skills and very high attention to details

•Good time management and prioritization; managing priorities while maintaining high standards; and to work in a team.

📌 Investment Risk Analyst/Lead Analyst (Mumbai)
🏢 CareEdge Group
📍 Mumbai