Asset Portfolio Strategist

2 days ago

Bikaner, Rajasthan, India beBeeAsset Full time ₹ 14,50,000 - ₹ 21,50,000

Job Overview

We are seeking an Asset Manager to play a key role in maintaining existing reports, creating new dashboards and participating in quarterly meetings.

Key Responsibilities:

  • Maintain existing Power BI reports and create new dashboards as required, utilizing various data sources.
  • Participate in the preparation of quarterly meetings, coordinating with APAC entities.
  • Manage prudential regulatory liquidity ratios, ensuring compliance with local and global requirements.
  • Conduct ad-hoc data analysis on the balance sheet and synthesize insights to support decision-making.
  • Update liquidity policies and procedures in alignment with Head Office directives.

Requirements:

  • Strong analytical 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 balance sheets and regulatory ratios to support informed decision-making.
  • Proficiency in Microsoft Office and Power BI; familiarity with Alteryx is advantageous.
  • Self-motivated team player characteristics with strong interpersonal skills and a customer service orientation.

Experience:

  • A minimum of 5 years of overall experience in banking or financial sector, specifically in asset management, financial analysis or related fields.
  • Experience working with Power BI, MS Office and conducting data analysis; familiarity with programming languages such as VBA, DAX and SQL is advantageous.
  • Proven ability to work with large datasets and various data sources to derive actionable insights.

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