Team Manager – BXCI – Asset Allocation - Portfolio Analytics

Job Description

Job title: Team Manager – BXCI – Asset Allocation - Portfolio Analytics

Band	B3, Team Manager
Location	Bengaluru
Experience Range	8-10 years
Shift Timings	12:00 PM - 9:30 PM IST / 2:00 PM – 11.30 PM IST

Job Summary

The Team Manager 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 be responsible for managing recurring portfolio management deliverables, reviewing team output, driving scalable reporting solutions, and partnering 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

• Lead a team-based delivery model for Asset Allocation – Portfolio Analytics, ensuring recurring deliverables are completed accurately, consistently, and 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, review, and manage 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.
• Develop and maintain reporting tools, dashboards, workflow trackers, and automation solutions to improve transparency, scalability, control, and operational efficiency across portfolio management processes.
• Partner with Portfolio Managers, BXTI, Operations, Compliance, Risk and Analytics, and investment teams to identify process gaps, implement improvements, and strengthen governance across reporting workflows.
• Manage ad hoc analysis and special projects requested by senior management, Asset Allocation stakeholders, Insurance analysts, and other cross-functional partners.
• Track team deliverables, review work performed by team members before stakeholder submission, provide day-to-day guidance, and promote ownership, accountability, and continuous improvement within the team.

Key Skillsets & Attributes

• 8–10 years of experience in asset management, portfolio analytics, investment operations, financial services, consulting, banking, insurance asset management, or a related field.
• Strong understanding of portfolio analytics, fixed income markets, private credit, insurance investment concepts, investment reporting, and asset allocation workflows.
• 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.
• Exceptional attention to detail, strong organizational skills, and ability to manage multiple deliverables with competing timelines in a fast-paced environment.
• Excellent written and verbal communication skills with the ability to summarize complex information clearly for Portfolio Managers, senior stakeholders, and clients.
• Proven people management skills, including the ability to review work, guide team members, manage priorities, and drive accountability in a team-based delivery model.
• Collaborative team player with strong work ethic, intellectual curiosity, problem-solving mindset, ownership, and accountability.

Internal to Wipro