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Job Description
Structured overview of role & requirementsAbout This Role
Lead and deliver accurate, timely performance analytics and reporting for investment model portfolios across monthly, quarterly, and annual cycles.
Develop and automate scalable reporting solutions and advisor-facing materials using tools like Power BI, SQL, Python, and Dataiku to support data-driven investment and advisory decisions.
Ensure high data quality through reconciliation, validation, and governance, and collaborate with business partners to meet portfolio oversight and business growth objectives.
Minimum Requirements
5+ years of relevant experience, preferably in financial services with reporting and analysis in broker/dealer environments.
Proficient with investment platforms (FactSet, Morningstar Direct, or Bloomberg) and data visualization tools such as Power BI.
Strong understanding of investment concepts including performance metrics (money-weighted/time-weighted returns), risk analytics, benchmarking, and asset allocation.
Ability to work onsite at least three days per week in India; timings 2:00 PM to 10:30 PM IST.
Ideal Candidate Profile
Experienced in analyzing mutual funds, ETFs, SMA portfolios, model portfolios, or managed account products within wealth management or investment research contexts.
Skilled at handling large datasets and converting detailed analysis into clear insights for advisors and business partners using analytics tools (Power BI, SQL, Python, Dataiku).
Comfortable working with minimal guidance to advance work through ambiguity, supporting automated reporting workflows and scalable investment platform solutions.