Portfolio Management Analytics - BFSI

Please find the below JD.

- As an Analyst in the Portfolio Analysis MI Team, you will, through close collaboration with colleagues working alongside Business Partners in London, assist with portfolio analysis month on month and will be responsible for the operation / maintenance particularly of the MI Analytics Reporting platform.

- Portfolio analysis activities will center on the credit risk composition of the book, the drivers of credit risk & profitability metrics of the global portfolio focusing primarily around sector, industry, region, country and client relationships.

- Will be involved in project teams working specifically with IT on expanding/enhancing various aspects of the MI Analytics Reporting platform.

- Will be involved in developing /devising methodology concepts and its subsequent implementation strategies by liaising with IT teams.

- Will be required to develop Business Requirement, Specification Documents for IT enhancement projects as a part of the RTB/CTB initiatives of the Banking Projects on case to case basis.

- Overseeing activities of supporting IT departments responsible for implementation, developing and implementing testing concepts, and updating user documentation or providing training and support to the end users.

- As a part of the Portfolio Analysis & MI Team, may be required to participate in the development, documentation and devising test concepts and strategies for all the IT enhancement initiatives of the bank and performing testing of MI data navigation and result presentation in MI Analytics Reporting platform.

- Will also help support approximately 10,000 users (relationship managers and portfolio managers) who will require assistance in understanding and navigating the portfolio data and risk-adjusted return calculation as well as how to correctly interpret the Profitability and Risk Adjusted Portfolio Results for the Wholesale Loan Portfolio

The role's objectives in detail are:

- On a monthly basis, participate with the on-shore teams in analysis of the Wholesale Loan Portfolio. Evaluate and interpret profitability and risk adjusted results. Perform portfolio analysis and provide comments on the monthly Management Information Pack, Risk & Return Portfolio Pack reviewed by senior management.

- Will be involved in monthly discussion with the Global & Regional Portfolio Management teams over meetings in evaluating risk-adjusted results, profitability metrics, banking regulatory adjustments to be incorporated in the future initiatives.

- Will work with on-shore team in various IT and Methodology based projects allocated.

- Projects can be RTB- / CTB- in nature. RTB projects usually deal with the operation/maintenance and enhancement of the existing Portfolio Analysis Platform developed over the years. CTB projects will deal with new projects which the business undertakes every year and aims to deliver within the stipulated time frame. CTB projects are mainly IT and methodology enhancement projects aimed to add new functionality/ analysis methodology to help senior management take business decisions.

- On the RTB side, will be involved with various Business teams/Portfolio managers and IT Business Analyst to evaluate, understand the requirement and execute development strategies and responsible for end-to-end execution of the process in the entire value chain.

- On the CTB side, will be involved with different Business teams/Portfolio managers and IT Business Analyst and developers to understand the new requirements, devise strategic and tactical execution project plans, write business requirement, validate functional specifications, advise database architecture and methodology, logic of implementation and execution of the project.

- Contribute towards the monitoring/ maintenance/testing and raising data quality issues in the Portfolio Analysis tool available in the MI Analytics Platform.

- Assist in performing business verification in UAT environments for scheduled enhancements across the year for all the RTB initiatives delivered by the team.

- Assist in developing & maintaining updated user documentation/guide for the Relationship Managers and Portfolio Managers who use the MI Analytics Platform for performing their analysis and monitoring of their loan portfolios.

- Provide training to end-users of Portfolio Management either via web-ex or in person as permitted by business need.

- RTB stands for Run The Bank initiatives undertaken by the business to improve the existing capability of the bank to run its current business.

- CTB stands for Change The Bank initiatives to improve and enhance bank's capability to run business in an effective manner in future.

Pratibha