Exciting Career Opportunity: Analyst Role in Portfolio Management at IDFC FIRST for 2026

If you are a recent graduate looking to kickstart your career in the financial sector, IDFC FIRST has an enticing opportunity for you! The IDFC FIRST Recruitment Program 2026 is on the lookout for analytical minds to join their team as an Analyst in Portfolio Management. This role not only offers a chance to work in a dynamic environment but also allows you to contribute to strategic planning and performance management in one of India’s leading financial institutions. With a focus on collaboration and innovation, IDFC FIRST is committed to nurturing talent and providing ample opportunities for professional growth. If you’re ready to take your first step into the world of finance with a reputable organization, this could be the perfect fit for you.

Key Job Details

• Job Position: Analyst – Portfolio Management
• Company: IDFC FIRST
• Location: Mumbai, Maharashtra, India
• Salary Package: As per Company Standards
• Employment Type: Full Time
• Education Requirement: Graduation in Any Discipline
• Preferred Post-Graduation: Any Field
• Experience: 0–2 years in an analyst role (banking or financial services preferred)
• Date Posted: January 8, 2026

About the Role

The Analyst position in Portfolio Management at IDFC FIRST focuses on providing comprehensive support to the Wholesale, Corporate, Treasury, and Transaction Banking Group. The selected candidate will be responsible for developing annual budgets, tracking performance against strategic objectives, and building KPI dashboards to facilitate business analysis. This role involves preparing presentations and reports for senior leadership, including Managing Directors and Business Heads, which requires strong communication and presentation skills. A proactive approach to learning and attention to detail is crucial as analysts will also monitor stressed cases, conduct deep-dive competition analysis, and perform portfolio analysis to provide a 360° performance view to Relationship Managers. The role is ideal for candidates who thrive in dynamic environments and enjoy collaborating with key stakeholders to enhance data accuracy and reporting quality.

Required Skills

• Strong Analytical and Problem-Solving Skills: Ability to analyze complex data sets and derive actionable insights.
• Proficiency in Excel, PowerPoint, and Data Visualization Tools: Essential for data management and presentation.
• Excellent Communication and Presentation Skills: Required for effective collaboration with team members and stakeholders.
• Attention to Detail: Critical for ensuring data accuracy and quality in reporting.
• Team Player: Strong stakeholder management capabilities to work collaboratively within teams.

Responsibilities

• Strategic Planning: Partner with business teams to develop and manage strategic plans and performance management initiatives.
• Budget Development: Create annual budgets and estimates, tracking performance against established objectives.
• KPI Management: Build and manage dashboards to facilitate business analysis and performance tracking.
• Support New Initiatives: Evaluate growth opportunities and support new business initiatives.
• Monitoring and Reporting: Keep updates on watchlist accounts and stressed cases to ensure proactive management.
• Project Management: Identify actionable items, track progress, and ensure successful execution of projects.

Why Join IDFC FIRST

IDFC FIRST is committed to fostering a positive work environment that encourages innovation and professional growth. As an employee, you will benefit from a collaborative culture, competitive compensation, and opportunities for continuous learning. The company values diversity and inclusivity, ensuring that every team member feels valued and empowered. By joining IDFC FIRST, you will be part of a mission-driven organization that not only aims to deliver excellent financial services but also positively impacts the communities it serves.

Industry Trends and Value of the Position

The financial services industry is evolving rapidly, with increasing reliance on data-driven decision-making and analytics. As organizations seek to optimize their portfolios and enhance performance, the demand for skilled analysts continues to grow. This position offers valuable experience in a competitive job market, making it a significant opportunity for fresh graduates. By joining IDFC FIRST as an Analyst, you will gain insights into best practices in portfolio management while contributing to impactful financial solutions. As the industry embraces digital transformation, your role will be pivotal in shaping strategies that drive business success.

How to Apply

If you are ready to take the next step in your career and are excited about the opportunity to work with IDFC FIRST, we encourage you to apply for this Analyst position. Take advantage of this chance to grow in a thriving environment!

Apply Here