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