Wealth Management Investment Solutions, Porfolio Management Group - Advisor / Investor Engagement Analytics - Associate (Mumbai, India)

Take a lead role in acquiring, managing and retaining meaningful relationships that deliver outstanding experience to our customers. In this role, you will balance your focus on business results by offering options and finding solutions to help our customers with issues.

As an Investment Support Specialist in the Portfolio Management Group in Wealth Management, you will have the opportunity to tackle complex business challenges, manage tight deadlines, and juggle competing priorities while engaging with senior management. This role will allow you to leverage your problem-solving skills, independent decision-making abilities, and effective prioritization to implement solutions.

Job Responsibilities:

• Collaborate effectively as a team player with an entrepreneurial mindset and strong interpersonal skills to engage with colleagues across the firm.
• Navigate complex tasks and manage priorities in a dynamic professional environment.
• Demonstrate initiative, energy, and confidence in completing assignments with minimal supervision.
• Maintain attention to detail in data and project tasks.
• Exhibit excellent communication and relationship management skills.
• Utilize business and market knowledge, along with data expertise, to provide valuable insights to business leaders.
• Partner with key stakeholders to identify optimal solutions, define roadmaps, and execute them using SQL, Alteryx, Python, and/or Tableau.
• Conduct in-depth data analysis using Alteryx/Python.
• Develop dynamic dashboards for senior management using Tableau.

• Understanding of all relevant investment products (managed accounts, equities, fixed income, mutual funds, ETFs).
• BE/BTech in Comp Science, Information Technology, Data Science, Electronics, Electronics and Telecommunication OR Masters in Data Science, Business Intelligence, Data Analytics.
• Minimum of 4 years of relevant experience in data & analytics.
• Demonstrated experience in Alteryx /SQL/Python (Numpy, Pandas, Matplotlib, Seaborn).
• Demonstrated experience in Tableau/PowerBI/Qliksense.
• Automation skills with demonstrated experience in LLM based automation, AI frameworks like PyTorch etc.
• Possess hard programming and data modeling skills combined with the softer communication, analytical thinking and problem-solving skills needed to scope, develop, and deliver elegant solutions to complex problems.

• Bachelor's or Master's degree in Data Science, Computer Science, Business Intelligence, or related fields.
• MBA or CFA designation is a plus.
• Experience in equity, fixed income, foreign exchange trading, or analytics roles is advantageous.