S Panse & Co LLP is a specialty firm of Chartered Accountants in India, focused on Financial Sector (Mutual Funds, Asset Management Companies, Insurance Companies, Portfolio Managers, Investment Advisors, Stock Exchange, Clearing House, Banks etc.)
Role Overview
We are looking for a Risk & Limits Management Analyst to support the monitoring and analysis of investment limits and risk parameters for Asset Management Companies (AMCs).
Key Responsibilities
- Monitor investment and exposure limits across mutual fund schemes.
- Review portfolio holdings and transactions against defined regulatory and internal limits.
- Analyse Bloomberg and other market data for limit monitoring and risk assessment.
- Identify breaches, exceptions and unusual exposures and assist in their investigation.
- Prepare daily/periodic risk and limit monitoring reports.
- Coordinate with internal teams and AMC personnel for resolution of exceptions.
- Assist in automating risk monitoring and reporting using Excel, Power Query and Python.
- Maintain documentation and audit trails for reviewed exceptions.
Required Skills
- Strong knowledge of MS Excel; Advanced Excel skills preferred.
- Understanding of financial markets, mutual funds, and portfolio management.
- Strong analytical and problem-solving skills.
- Knowledge of Bloomberg will be an advantage.
- CA / CFA / FRM aspirants will be preferred.
- Candidates with NISM certifications will be preferred.
- Basic knowledge of Python / Power Query will be an added advantage.
What You Will Learn
- Investment and regulatory limits applicable to mutual funds.
- Portfolio risk monitoring and exposure analysis.
- Practical application of market data and risk controls.
- Working with AMC Risk & Compliance teams.
- Automation of financial risk-monitoring processes.
Pay: ₹300,000.00 - ₹400,000.00 per year
Benefits:
- Cell phone reimbursement
- Commuter assistance
- Flexible schedule
- Food provided
- Leave encashment
- Paid sick time
Work Location: In person
