About the Role :
- We are seeking an experienced Data Analyst with a strong background in investment banking, capital markets, and insurance finance.
- The candidate will play a critical role in analyzing, modeling, and interpreting large-scale financial datasets across equity, derivatives, fixed income, debt, and asset management products. This role requires deep expertise in SQL, financial systems, and quantitative finance, along with the ability to bridge technical and business teams in a hybrid onshore-offshore environment.
Key Responsibilities
Analyze, interpret, and validate complex datasets across capital equity, derivative trading, securities, fixed income, debt, and asset management products.Develop and maintain data pipelines, ETL processes, and source-to-target mapping documents for financial data integration.Perform large-scale querying and optimization using Vertica / Teradata, ensuring efficiency in financial reporting and analytics.Partner with Finance, Risk, and Technology teams to deliver data-driven insights that support investment strategies, performance measurement, and regulatory reporting.Build and optimize relational and dimensional data models to support reporting, forecasting, and risk analytics.Conduct variance, trend, and ratio analysis on financial statements, investment performance, and insurance finance metrics.Design and implement data visualization dashboards and reports for senior management and stakeholders.Ensure compliance with financial regulations and accounting standards, aligning data and reporting with business controls.Collaborate with actuarial, policy administration, and claims teams to integrate financial and operational data.Contribute to risk management frameworks, leveraging statistical and quantitative finance concepts.Minimum Qualifications :
Education : Bachelor's or Master's in Data Science, Statistics, Mathematics, Computer Science, Actuarial Science, or related field.
Experience :
7-9 years as a Data Analyst, including 5+ years supporting Finance within insurance or investment banking.Strong hands-on experience with Vertica / Teradata for data querying and optimization.Advanced SQL expertise; proficiency in Python highly preferred.Demonstrated ability to document and deliver source-to-target mappings and integration designs.Experience working in hybrid onshore-offshore team setups.Strong understanding of data modeling (relational & dimensional) concepts.Domain Knowledge :
Solid grasp of financial statements (balance sheet, income statement, cash flow) and ratios.Deep understanding of life insurance products, policy lifecycle, and business processes.Knowledge of investment principles, asset classes, trading strategies, and derivatives.Awareness of financial regulations and compliance requirements.Ideal Qualifications :
Strong analytical and problem-solving skills with a proven track record of delivering actionable insights.Familiarity with financial accounting systems, reporting, and budgeting frameworks.Hands-on experience with data visualization and reporting tools (e.g., Tableau, Power BI).Experience integrating financial, actuarial, and policy administration systems.Exposure to actuarial processes, reinsurance, and regulatory reporting.Knowledge of General Ledger systems (e.g., SAP) and forecasting tools like Anaplan.(ref : iimjobs.com)