Portfolio Analyst

JD – Portfolio Analyst

This is a full-time position with D Square Consulting Services Pvt Ltd

Required Experience – 5 to 10 years 

Location – Bangalore (Hybrid) 

The candidate who can join within 30 days may only apply 

Job Summary:

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, OKR, 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. 

Qualifications:

Key Responsibilities:

• Develop and oversee a portfolio of Tech & Data investments (e.g. 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.g., 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 optimize 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.