Portfolio, Data & Analytics Specialist
Core
Build and run the data engine and analytics for the Financial Technology division's Capital Allocation process to support investment portfolio decisions.
Role type
Senior IC data & analytics specialist (capital allocation)
Builds
Portfolio data models, business case workflows, and strategic KPI dashboards
Domain
Financial Technology / Capital Allocation
Deliverable
dashboards & analysis
Required skills
Financial modeling, business case construction, investment evaluation, data pipeline management, BI/visualization, process design, stakeholder governance
Preferred skills
SQL, Python, Anaplan, AI for automation, product P&L frameworks
Responsibilities
Build portfolio data sets and taxonomies; run business case approval processes; analyze capital allocation for strategic priorities; maintain operational KPI dashboards; prepare materials for senior management forums
Seniority
Senior, hands-on IC