Portfolio Specialist

Overview

The Portfolio Specialist at the Analyst / Team Lead level solves complex business problems using advanced data science techniques, AI/ML models, and data-driven frameworks, and influences business decisions with actionable insights.

What you'll do

• Solve complex business problems using advanced data science techniques, AI/ML models, and frameworks.
• Perform data analysis and portfolio analysis.
• Develop and execute a vision for data science capabilities aligned with business goals.
• Lead the design and development of large-scale data science systems and foster innovation within the team.
• Apply advanced data science techniques and models to drive business impact and stay up-to-date with industry trends.
• Collaborate with cross-functional teams to integrate data science capabilities and communicate complex technical concepts to stakeholders.
• Develop and maintain expertise in multiple programming languages and data science tools.
• Identify opportunities for data science to drive business impact and present results to senior leadership and business partners.

What you'll need

• Bachelor's degree in Business Administration, Finance, Economics, Marketing, Statistics, Engineering, or a related field.
• 2-5 years of experience in portfolio management, business analysis, consulting, banking, payments, customer analytics, or related fields.
• Advanced Microsoft Excel skills.
• Strong analytical and reporting capabilities.
• Experience working with large datasets and business reports.
• Ability to prepare executive-level presentations using PowerPoint.
• Strong analytical and problem-solving skills.
• Excellent communication and presentation capabilities.
• Strong stakeholder management abilities.
• Ability to work independently and manage multiple priorities.
• Attention to detail and commitment to quality.
• Digital fluency, including the ability to work with emerging technologies such as Generative AI tools (e.g. ChatGPT, Microsoft Copilot) to support everyday work.

Nice to have

• Experience supporting financial services, retail banking, cards, payments, loyalty, or customer engagement initiatives.
• Experience working in a client-facing environment is an advantage.
• Experience with Power BI, Tableau, or similar reporting tools.
• Experience in card portfolio management or payments industry.
• Experience supporting customer campaigns or marketing initiatives.
• Knowledge of consumer banking products, cards, lending, or digital payments.
• Consulting experience or exposure to strategy and transformation projects.
• Experience working directly with clients and senior stakeholders.

Details

• Location: Bengaluru, India.
• Work mode: Visa requires at least 3 days in office, with expectations confirmed by the Hiring Manager.