Portfolio Data Analyst (Coimba · All India

Portfolio Data Analyst (Coimbatore) is a delivery-focused opportunity based in All India, India.

We are seeking dynamic Portfolio Data Analysts to join our team and collaborate closely with our founders, financial analysts, product managers, and engineers. In this role, you'll play a pivotal part in supporting our client onboarding and success team.

Key Responsibilities

• We are seeking dynamic Portfolio Data Analysts to join our team and collaborate closely with our founders, financial analysts, product managers, and engineers
• In this role, you'll play a pivotal part in supporting our client onboarding and success team
• You'll need a strong ability to analyze financial data, translate insights into actionable strategies, and effectively guide clients through our platform's features to drive their success
• Own day-to-day Portfolio Data Analyst (Coimbatore) workflows with a focus on throughput, control, and process clarity.
• Track operational execution closely and intervene early when bottlenecks or exceptions emerge.
• Coordinate across teams to keep dependencies moving and stakeholders informed.
• Review reports, data, or reconciliations to identify gaps, risks, and corrective actions.
• Standardize repeatable processes and improve documentation so work is easier to execute reliably.
• Resolve escalations with urgency while preserving process integrity and service quality.
• Maintain clear records of outcomes, blockers, and action items for operational visibility.
• Partner with managers and functional teams to improve workflow design and turnaround times.
• Use operational metrics to prioritize improvement efforts and measure changes over time.

Preferred Qualifications

• Bachelor's degree or equivalent practical experience in operations, commerce, business, or a related field.
• Strong analytical thinking with the ability to work through ambiguity and operational bottlenecks.
• Excellent coordination, communication, and stakeholder-management skills.
• Comfort working across data, process, and execution details to improve throughput.
• Strong ownership mindset with attention to detail and follow-through.
• Ability to balance process discipline with fast-moving business needs.

Applications should be submitted through the listed apply link.