Portfolio Analytics Specialist
4 weeks ago
Responsibilities
As a key member of our team, you will be the first point of contact for sales, consulting, and reconciliation teams regarding Portfolio Analytics products. Your role will involve identifying and responding to client demands for new initiatives and enhancements to analytics solutions.
Key Responsibilities:
- Provide timely and accurate responses to client inquiries related to Portfolio Analytics products.
- Identify and prioritize client demands for new initiatives and enhancements to analytics solutions.
- Participate in product-focused rotations to gain a deeper understanding of the portfolio management process and multiple aspects of the Portfolio Analysis application.
- Develop requirements specifications from business requirements and collaborate with engineering and QA teams to ensure understanding.
- Work with the design team to develop features for Portfolio analytics-related applications.
- Collaborate with engineers to fix bugs, test enhancements, and manage releases and client migrations.
- Contribute to knowledge management by writing documentation and internal/external client communications.
- Work with the Quality Assurance team to ensure the ongoing quality of Portfolio Analysis products.
- Actively contribute to process improvements and share ideas to enhance work output.
Eligibility Criteria:
- Undergraduate degree in Math, Science, Statistics, Engineering, Finance, or a related field.
- MBA Finance or a master's degree in Mathematics, Statistics, or Finance.
- 0-6 years of experience in portfolio analysis, equity analysis, or fixed income analysis at both conceptual and application levels.
- Excellent communication skills, both written and oral.
- Good understanding of financial clients' needs and workflows.
- Ability to work independently and within a team.
- Interest in learning modern technologies and knowledge.
- Basic understanding of SDLC and PDLC.
- Prominent level of motivation.
- Proficiency in Excel.
- Flexibility to work flexible hours as per business needs.
Career Progression Path:
- Product Analyst → Senior Product Analyst → Associate Product Specialist → Product Specialist → Senior Product Specialist → Associate Product Manager → Product Manager → Senior Product Manager
Interview Process:
Multiple rounds of interviews.
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