Corporate Analytics & Portfolio Management, AS

Deutsche Bank AG; Mumbai City; On-site; INR 1,800,000 - 2,800,000; Full time

Benefits offered by this job

Leave policy

Parental leave

Childcare reimbursement

Certifications sponsorship

EAP

Health insurance

Life insurance

Health screening

Job summary

Deutsche Bank AG in Mumbai seeks an Associate for Corporate Analytics & Portfolio Management. The role supports portfolio managers in financial analysis, valuation and ongoing monitoring of private share-backed and corporate lending exposures, collaborating with Credit Risk and Front Office teams.

You will develop valuation models, perform stress testing, and contribute to risk management materials while leveraging AI tools to enhance productivity with responsible data use.

Qualifications

• Experience in valuation, corporate finance or investment banking.
• Ability to analyze financial statements and credit metrics.
• Familiarity with valuation methodologies (DCF, comps, precedent transactions).
• Experience building financial/valuation models in Excel.

Responsibilities

• Analyse financial statements, cash flow and leverage to support portfolio monitoring.
• Build and update financial/valuation models for credit analysis.
• Support valuation of private companies and equity positions using DCF and comps.
• Prepare portfolio monitoring reports and risk materials.
• Monitor performance and collateral values affecting credit quality.
• Track covenants and financial ratios across exposures.
• Conduct stress tests and scenario analyses.
• Perform industry and company research for assessments.
• Prepare summaries for stakeholders and credit committees.
• Assist in development of portfolio management tools and reporting.

Skills

Financial analysis

Valuation methods

Excel modeling

Analytical problem solving

Written & verbal communication

CA/CFA/MBA (advantageous)

Education

CA/CFA/MBA (progress towards)

Tools

Excel

AI tools

Job description

Job Description:

Job Title: Corporate Analytics & Portfolio Management

Corporate Title: Associate

Location: Mumbai, India

Role Description

• The Wealth Management Portfolio Management team is responsible for ongoing risk management, monitoring and analytics across a global portfolio of structured lending transactions secured by a diverse range of collateral types, including private company shares, listed securities, real estate and other financial and non-financial assets.
• The Associate will support Portfolio Managers in the financial analysis, valuation and ongoing monitoring of private share-backed and corporate lending exposures. The role offers significant exposure to corporate finance, valuation, credit risk and portfolio management across a diverse range of industries and transaction types.
• The successful candidate will work closely with Portfolio Managers and Credit Risk teams to perform financial analysis, support valuation exercises and contribute to the ongoing monitoring of existing lending exposures

What we’ll offer you

As part of our flexible scheme, here are just some of the benefits that you’ll enjoy,

• Best in class leave policy.
• Gender neutral parental leaves
• 100% reimbursement under childcare assistance benefit (gender neutral)
• Sponsorship for Industry relevant certifications and education
• Employee Assistance Program for you and your family members
• Comprehensive Hospitalization Insurance for you and your dependents
• Accident and Term life Insurance
• Complementary Health screening for 35 yrs. and above

Your key responsibilities

• Analyse company financial statements, operating performance, cash flow generation and leverage metrics to support portfolio monitoring and credit assessments.
• Build, maintain and update financial and valuation models used for portfolio monitoring, credit analysis and risk assessment.
• Support valuation assessments of private companies and concentrated equity positions using established valuation techniques, including DCF, comparable company analysis and transaction multiples.
• Assist in the preparation of annual reviews, portfolio monitoring reports, watchlist assessments and other risk management materials.
• Monitor company performance, industry developments and other factors that may impact collateral values or credit quality.
• Support covenant tracking, financial ratio monitoring and periodic risk reviews across assigned exposures.
• Perform stress testing and scenario analysis to assess potential downside risks and valuation sensitivity.
• Conduct industry, market and company-specific research to support financial, credit and valuation assessments.
• Prepare concise written summaries and presentations for internal stakeholders and credit committees.
• Assist in the development and enhancement of portfolio management tools, reporting processes and analytical frameworks.
• Collaborate with stakeholders across Portfolio Management, Credit Risk, Structuring and Front Office teams.

Your skills and experience

• 2-5 years of experience in Valuation, Transaction Advisory, Corporate Finance, Investment Banking, Credit Analysis, Equity Research or similar financial services roles.

• Strong understanding of financial statements and financial analysis.

• Familiarity with valuation methodologies, including:

• • Discounted Cash Flow (DCF)
  • Comparable Company Analysis
  • Trading Multiples
  • Precedent Transaction Analysis

• Experience building and maintaining financial and valuation models in Excel.

• Understanding of key corporate finance and credit metrics, including leverage, liquidity, cash flow generation and debt servicing capacity.

• Strong analytical and problem-solving skills with excellent attention to detail.

• Ability to analyse complex businesses and translate findings into concise written conclusions.

• Strong written and verbal communication skills.

• Professional qualifications such as CA, CFA, MBA or progress towards qualification would be advantageous.

Proven ability to leverage AI tools to enhance productivity, optimise workflows to solve business problems, while applying critical judgment to ensure responsible and ethical use of data and AI outputs.

How we’ll support you

• Training and development to help you excel in your career.
• Coaching and support from experts in your team.
• A culture of continuous learning to aid progression.
• A range of flexible benefits that you can tailor to suit your needs.

About us and our teams

Please visit our company website for further information:

https://www.db.com/company/company.html

We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.

Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.

We welcome applications from all people and promote a positive, fair and inclusive work environment.