Financial Portfolio Analyst

JD - Portfolio Analyst. This is a full-time position with D Square Consulting Services Pvt Ltd. Required Experience - 5+ years. Location - Bangalore (Hybrid). The candidate who can join within 30 days may only apply. Job Summary:- We are seeking a highly skilled and analytical Portfolio Analyst to oversee and manage a portfolio of Tech & Data investments, ensuring optimal financial performance, strategic alignment, and risk mitigation.- The successful candidate will collaborate with key stakeholders to develop investment strategies, track financial performance, and drive process improvements within a dynamic and fast-paced environment. Must-have skills and tools: - 3+ years of experience in portfolio management or a related field. - Proficiency in Power BI and experience in developing reports and dashboards. - Experience with the administration of portfolio management software and tools including managing Licenses, changing content, etc and tools such as Mural or any other tools. - Knowledge of industry best practices and in-depth experience in financial procedures (Financial Analysis, Financial Reporting, Budget Management, Audit Experience). - Ability to work independently and manage multiple priorities in a fast-paced environment. - Strong leadership, collaboration, and influencing skills. - Strong analytical and quantitative skills with the ability to interpret complex financial data. - Excellent English communication skills and interpersonal skills with the ability to collaborate effectively with stakeholders at different levels of the organization. Good to have: - Experience in a large global organization is preferred. - Experience with portfolio management software and tools. - Strong analytical and problem-solving skills, with the ability to provide insights and recommendations based on data analysis. - Experience with Agile methodologies and IT demand prioritization. - Experience with managing product Road-mapping and project management methodologies.Key Responsibilities: - Develop and oversee a portfolio of Tech & Data investments (APAC and REX portfolios) and the operational/ running budgets to track and report on financial performance. - Engage and collaborate with a broad range of stakeholders, including Investment Owners, Delivery Teams, and supporting Tech & Data service groups. - Collaborate with portfolio managers and business partners to develop investment strategies and align priorities and funding to maximize business and technology outcomes. - Develop and maintain portfolio and financial management tools, systems, and dashboards (e., Power BI) to enable effective decision-making and reporting. - Develop analytics and insights to help monitor and evaluate Tech & Data capabilities and investments against our financial health and spend competitiveness. - Provide regular reports and updates on portfolio performance and OKR progress to senior management and stakeholders. - Identify and mitigate potential risks in the portfolio and recommend appropriate risk management strategies. - Stay up to date on industry developments and regulatory changes that may impact the portfolio. - Provide support/training to investment owners to ensure compliance and adherence to standardized financial operations processes and tools. - Provide thought leadership on process improvement initiatives and drive change management efforts to optimise Tech & Data processes. - Manage Product Road-mapping and project management methodologies driving improved product management practices through the application of consistent, robust processes (lean, agile, design thinking) and toolsets (Roadmunk, Jira, MS Project, Tableau). - Ensure compliance with financial procedures and industry best practices in portfolio management. (ref:iimjobs.com)