JD - Portfolio Analyst.

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

Required Experience - 5+ years.

Location - Bangalore (Hybrid).

The candidate who can join within 30 days may only apply.

Job Summary:

- We are seeking a highly skilled and analytical Portfolio Analyst to oversee and manage a portfolio of Tech & Data investments, ensuring optimal financial performance, strategic alignment, and risk mitigation.

- The successful candidate will collaborate with key stakeholders to develop investment strategies, track financial performance, and drive process improvements within a dynamic and fast-paced environment.

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 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.

- Experience with managing product Road-mapping and project management methodologies.

Key Responsibilities:

- Develop and oversee a portfolio of Tech & Data investments (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.

, 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 optimise 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.