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Strategic Portfolio Manager

3 weeks ago

Bareilly, Uttar Pradesh, India beBeeAssetManagement Full time ₹ 1,00,00,000 - ₹ 2,00,00,000

Job Title: Asset Management Specialist

">Job Description:

As a key member of our team, you will be responsible for managing and maintaining existing Power BI reports, creating new dashboards as required, and utilizing various data sources to drive business growth.

You will participate in the preparation of quarterly ALCO meetings, coordinating with various APAC entities, including Accounting, Treasury, Compliance, Risks, and business lines to ensure seamless communication and alignment.

Your role will involve steering the management of prudential regulatory liquidity ratios, ensuring compliance with both local and global requirements, conducting ad-hoc data analysis on the balance sheet, and synthesizing insights to support informed decision-making.

Additionally, you will update local liquidity policies and procedures in alignment with Head Office directives, working closely with cross-functional teams to achieve shared goals.

">Required Skills and Qualifications:
  • Strong analytical and numerical skills with the ability to synthesize complex data into meaningful reports for liquidity monitoring.
  • Excellent oral and written communication skills, capable of presenting information clearly and effectively.
  • Knowledge of the CIB balance sheet and regulatory ratios to support informed decision-making.
  • Proficiency in Microsoft Office and Power BI; familiarity with Alteryx is a plus.
  • Self-motivated team player characteristics with strong interpersonal skills and a customer service orientation.
Benefits:
  • Delivering Results Quickly and Effectively: We aim to do things right the first time so that we can achieve better results faster than others in our industry.
  • Embracing New Technology: We stay updated with the latest technology trends to innovate and improve our services. This helps our bank grow while also reducing risks and enhancing the experience for our clients.
  • Supporting Our Employees: We focus on creating a healthy, inclusive, and competitive work environment. This ensures that our employees are challenged and engaged in their work.
  • Building Strong Partnerships: We connect with talented people in India and build strong business relationships. We represent Natixis and Groupe BPCE in India, blending local knowledge with global expertise.
Others:
  • Our employee policies and benefits are top of the industry.
  • Enjoy 24/7 mental health support to ensure you have access to help whenever you need it.
  • Our LGBT+ inclusion program is robust, offering apprenticeships, competitive compensation, and tailored learning paths.
  • And the results speak for themselves: a remarkable 92% employee engagement score and a voluntary attrition rate of just 4.83%, well below the industry average