Portfolio Analytics Architect

Accountabilities:

Lead and manage end-to-end data validation activities for financial data conversion projects, ensuring accuracy, consistency, and compliance with established quality standards.
Develop scalable data analytics and validation processes using Databricks to support complex financial datasets and multiple concurrent projects.
Design and implement custom Python solutions to detect large-scale data anomalies, automate data checks, and support remediation activities.
Build, maintain, and continuously improve reusable validation tools, operational runbooks, technical documentation, and standardized workflows.
Prepare detailed validation findings, discrepancy analyses, progress reports, and project status materials to ensure effective monitoring and timely project completion.
Investigate portfolio data performance discrepancies, identify underlying causes, and recommend appropriate solutions to resolve manual data issues.
Review, compare, and document differences in financial system calculation methodologies to ensure consistency and accuracy across platforms.
Work with complex investment datasets, including multi-asset portfolios, investment performance information, and market data from multiple sources.
Collaborate with global project teams across different regions and time zones, providing regular updates and maintaining clear expectations regarding project progress and deliverables.
Identify potential project risks, communicate critical blockers, and escalate significant issues to project leads and management when necessary.
Manage competing priorities and multiple projects simultaneously, ensuring timely delivery and maintaining high standards of accuracy.
Identify and implement opportunities for AI-powered automation and LLM integrations to improve data validation processes and streamline project implementation.
Take ownership of assigned deliverables, proactively address technical challenges, and contribute to continuous improvements in data analytics practices.
Requirements:
Bachelor's degree in Finance, Mathematics, Statistics, Engineering, Business, Economics, or a related discipline. Progress toward CFA or FRM certification is an advantage.
At least 2 years of professional experience in technology, finance, consulting, fund accounting, investment operations, or a related field.
Hands-on experience working with complex investment datasets, including multi-asset class portfolios, financial performance data, and market data from various sources.
Strong programming skills in Python, Spark, and/or SQL, with a solid understanding of data processing and ETL fundamentals.
Practical experience with Databricks or other cloud-based distributed data platforms.
Working knowledge of REST APIs and their application in data integration and processing workflows.
Strong understanding of data validation, reconciliation, discrepancy analysis, and financial data quality management.
Excellent analytical and problem-solving abilities, with the capacity to investigate complex issues, identify root causes, and develop scalable technical solutions.
Demonstrated ability to research, design, and implement effective solutions to challenging technical and business problems.
A proactive, solution-oriented mindset, with a strong work ethic, positive attitude, and willingness to take ownership of results.
Excellent written and verbal communication skills, including the ability to document complex technical findings and communicate effectively with international colleagues.
Strong organizational and time management skills, with the ability to manage multiple projects and adapt to changing priorities in a fast-paced environment.
Ability to work independently while contributing effectively to collaborative, cross-functional teams.
Flexibility to work hours that regularly overlap with teams based in the United States and the United Kingdom.
Willingness to work the UK-aligned shift schedule of 2:30 PM to 11:30 PM IST.
Legal authorization to work in India from the first day of employment. Visa sponsorship is not available for this position.
Ability to work from Pune or willingness to relocate to Pune, as required by the role.
Benefits:
International Collaboration: Work with global project teams and colleagues across multiple regions and time zones.
Professional Development: Expand your expertise in financial analytics, investment data, Python, Spark, SQL, and cloud-based data technologies.
Technology and Innovation: Gain exposure to advanced data platforms, AI-driven automation, and emerging LLM applications.
Career Growth: Develop your technical and analytical capabilities through challenging projects involving complex financial datasets.
Meaningful Responsibilities: Take ownership of end-to-end data validation initiatives and contribute directly to important client deliverables.
Collaborative Culture: Work in an environment that values teamwork, knowledge sharing, and collective problem-solving.
Innovation Opportunities: Contribute ideas, explore new approaches, and help improve data processes and operational efficiency.
Client Impact: Play a key role in ensuring reliable financial information and helping investment professionals make better-informed decisions.
Inclusive Environment: Be part of a workplace that values diverse perspectives, equal opportunities, and a strong sense of belonging.