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Lead Data Analyst
Lead Data AnalystWealthy • Bangalore, India
Lead Data Analyst

Lead Data Analyst

Wealthy • Bangalore, India
2 days ago
Job description

Data Analytics & Reporting

  • Create comparative dashboards and reports for fund performance, drawdowns, alpha generation, and risk metrics.
  • Collaborate with the Product and Advisory teams to identify data-led insights.
  • Maintain and enhance internal research databases - ensuring accuracy, consistency, and relevance.
  • Analyse data from CRM, product, and sales platforms to generate insights that drive business growth.
  • Assist leadership with ad hoc reports, investment performance insights, and competitor Benchmarking.
  • Use Excel, SQL, and Power BI to generate daily / weekly / monthly reports on partner onboarding performance and process metrics.
  • Build dashboards & data visualizations to monitor KPIs (TAT, success rate, errors, etc.).
  • Perform root-cause analysis

About the Bachelor's degree in Commerce, Business Administration, Finance, or related field.

  • Experience in MS Excel, SQL, Power BI (or similar BI tools) for data visualization and reporting.
  • Detail-oriented, analytical mindset with strong process discipline.
  • Excellent communication and coordination skills.
  • 4+years of experience in an analyst role
  • Strong analytical skills and comfort with tools like Excel, SQL, Tableau / Power BI, or similar platforms.
  • Proficient in data analytics, Excel, etc., who can work on analysing various kinds of data,
  • including AUM, Fund flows, performance analysis, Finance metrics, etc.
  • Excellent communication skills - able to turn numbers into clear stories
  • (ref : iimjobs.com)

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