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 :

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, 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 :

Qualifications :   Bachelor’s degree in business, technology, finance, or a related field.

Key Responsibilities :