Lead Analyst – BXCI – Asset Allocation - Portfolio Analytics

Job Title: Lead Analyst – BXCI – Asset Allocation - Portfolio Analytics

Band	B3, Lead Analyst
Location	Bengaluru
Experience Range	6-8 years
Shift Timings	12:00 PM - 9:30 PM IST / 2:00 PM – 11.30 PM IST

Job Summary

The Lead Analyst will be a key member of the BXCI Asset Allocation – Portfolio Analytics team, supporting Portfolio Managers and senior stakeholders across portfolio analytics, data quality oversight, reporting, and process improvement initiatives for insurance client portfolios. The role will focus on independently executing recurring portfolio management deliverables, preparing accurate analysis, developing scalable reporting solutions, and collaborating with Operations, Compliance, Technology, Risk and Analytics, and investment teams to improve the accuracy, consistency, and efficiency of portfolio management and reporting workflows.

Key Responsibilities

• Independently execute recurring Asset Allocation – Portfolio Analytics deliverables, ensuring outputs are accurate, complete, consistent, and delivered within agreed timelines.
• Perform and review portfolio data quality checks, including validation of trade economics, funding activity, portfolio exposures, investment data, ratings, and other key inputs across internal systems.
• Maintain portfolio monitoring processes, including deployment tracking, pipeline reporting, funding updates, investment guideline reviews, client conflict-check workflows, seasoning requirements, and issuer/client rating updates.
• Prepare and review recurring portfolio management materials, including monthly and quarterly reporting, portfolio snapshots, portfolio reviews, watchlists, KPI reporting, rating dashboards, investment committee materials, and client-ready reporting packs.
• Compile and analyze portfolio statistics, performance metrics, ratings distributions, asset allocation data, funding trends, exposure movements, and other portfolio analytics for internal stakeholders and client reporting.
• Track pipeline transactions and upcoming funding requirements in the agreed format, circulate materials to Portfolio Managers and clients, and communicate key changes to support capital allocation decisions.
• Build and maintain reporting tools, dashboards, workflow trackers, and automation solutions to improve transparency, scalability, control, and operational efficiency across portfolio management processes.
• Collaborate with Portfolio Managers, BXTI, Operations, Compliance, Risk and Analytics, and investment teams to identify process gaps, recommend improvements, and support stronger governance across reporting workflows.

Key Skillsets & Attributes

• 6–8 years of experience in asset management, portfolio analytics, investment operations, financial services, consulting, banking, insurance asset management, or a related field.
• Strong analytical and quantitative skills with the ability to manage, reconcile, validate, and interpret large datasets across multiple systems and reporting sources.
• Advanced Excel and PowerPoint skills, including the ability to build structured analysis, prepare polished client-ready materials, and translate complex portfolio information into clear insights.
• Experience with reporting, data visualization, or business intelligence tools such as Power BI, Tableau, Sigma, SQL, or Python is preferred.
• Excellent written and verbal communication skills with the ability to summarize complex information clearly for Portfolio Managers, senior stakeholders, and clients.
• Collaborative professional with high ownership, intellectual curiosity, sound judgment, problem-solving orientation, and the ability to operate independently with minimal supervision.