Role & responsibilities

- Design, develop, and maintain interactive dashboards, reports, and scorecards using Power BI.
- Collaborate with business stakeholders, portfolio managers, wealth advisors, and operations teams to gather reporting requirements.
- Develop and optimize Power BI data models, DAX measures, and Power Query transformations.
- Create executive-level dashboards for:
- Portfolio Performance
- Assets Under Management (AUM)
- Client Profitability
- Investment Returns
- Risk & Compliance Metrics
- Revenue & Advisory Reporting

- Perform data extraction, transformation, and loading (ETL) from multiple sources.
- Develop automated reporting solutions and improve data visualization standards.
- Ensure data accuracy, governance, security, and compliance with financial regulations.
- Integrate Power BI with enterprise data warehouses and cloud platforms.
- Optimize report performance and troubleshoot reporting issues.
- Support ad-hoc reporting and business analytics requests.

📌 Business Analyst (Pune)
🏢 Tata Consultancy Services
📍 Pune