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  • Client Consultant

Job Id: Aeries/039/26-27
Industry IT-Software / Software Services / testing
Location Bangalore
Experience Range 4 - 6 Years
Qualification Graduation
Open

Job Description
About Us
Aeries Technology is a Nasdaq listed global professional services and consulting partner, headquartered in Mumbai, India, with centers in the USA, Mexico, Singapore, and Dubai. We provide mid-size technology companies with the right mix of deep vertical specialty, functional expertise, and the right systems & solutions to scale, optimize and transform their business operations with unique customized engagement models. Aeries is Great Place to Work certified by GPTW India, reflecting our commitment to fostering a positive and inclusive workplace culture for our employees. Read about us at https://aeriestechnology.com
About Business Unit
Confluence is a leading global technology solutions provider committed to helping the investment management industry solve complex data challenges across the front, middle and back office. From data-driven portfolio analytics to compliance and regulatory solutions, including investment insights and research, Confluence invests in the latest technology to meet the evolving needs of asset managers, asset owners and asset services to provide best-of-breed solutions that deliver maximum scalability, speed and flexibility, while reducing risk and increasing efficiency. Headquartered in Pittsburgh, PA, with 900+ employees in 15 offices spanning across the United Kingdom, Europe, North America, South Africa, and Australia, Confluence services over 1000 clients in more than 40 countries. For more information, visit www.confluence.com
Roles and Responsibility

Job Description – Portfolio Analytics / Risk Consultant

We are looking for analytical and client-focused professionals with expertise in Portfolio Analytics, Market Risk, and Investment Management to join the Confluence consulting team.

In this role, you will work closely with clients and stakeholders to support portfolio analytics, quantitative risk analysis, investment reporting, and risk management initiatives across financial products and investment portfolios.

The ideal candidate will possess strong quantitative skills, deep financial market understanding, and the ability to explain complex risk and analytics concepts to both technical and non-technical audiences.

What You Will Do

You will:

  • Analyze portfolio and market risk data to support investment and risk management decisions.
  • Work on quantitative models and explain analytical outputs to internal and external stakeholders.
  • Support clients with portfolio analytics, investment reporting, and risk measurement activities.
  • Analyze liquidity risk, stress testing scenarios, and common market risk statistics.
  • Work with financial instruments including derivatives such as swaps, futures, and options.
  • Build and maintain strong client relationships while supporting client requirements and issue resolution.
  • Manage multiple client requests, reporting deliverables, and analytical tasks simultaneously.
  • Collaborate with cross-functional teams to identify opportunities for process improvements and product enhancements.

Key Skills & Expertise Required

You should have experience with:

  • Portfolio Analytics and Investment Management
  • Market Risk concepts and methodologies
  • Liquidity Risk and Stress Testing
  • Quantitative Analysis and Financial Modelling
  • Financial Instruments and Derivatives including:
    • Swaps
    • Futures Contracts
    • Options Contracts
  • Client relationship management and stakeholder engagement
  • Strong written and verbal communication skills
  • Planning, organization, and multitasking capabilities

Preferred Qualifications

Candidates with the following certifications will be highly preferred:

  • Chartered Financial Analyst (CFA)
  • Financial Risk Manager (FRM)

Professional Attributes

We are looking for professionals who demonstrate:

  • Strong analytical and detail-oriented mindset
  • Quantitative problem-solving capabilities
  • Ability to simplify and explain complex concepts
  • Strong client orientation and relationship-building skills
  • Effective communication and presentation abilities
  • Ownership mindset and ability to manage competing priorities
  • Passion for learning and financial market trends
Desired candidate

Preferred experience from organizations within Asset Management, Investment Banking, Risk Consulting, or Financial Services environments, including:

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