Business Analyst

Tata Consultancy Services; Pune District; On-site; INR 600,000 - 900,000; Full time

Job summary

Tata Consultancy Services in Pune is seeking a Power BI expert to design and maintain dashboards, reports, and scorecards for wealth management and portfolio analytics. You will collaborate with stakeholders to translate requirements into actionable insights and develop robust data models using DAX and Power Query.

Responsibilities include ETL, performance optimization, and ensuring data governance, security, and regulatory compliance across enterprise data warehouses and cloud platforms.

Qualifications

• Experience building dashboards and reports for financial or wealth management domains.
• Ability to gather requirements from stakeholders and translate into actionable visuals.
• Strong data modeling and data governance awareness.

Responsibilities

• Design, develop, and maintain interactive dashboards, reports, and scorecards using Power BI.
• Collaborate with stakeholders to gather reporting requirements.
• Develop Power BI data models, DAX measures, and Power Query transformations.
• Create executive dashboards for portfolio performance, AUM, profitability, returns, risk, and revenue reporting.
• Perform ETL from multiple sources and optimize report performance.
• Ensure data accuracy, governance, security, and compliance with regulations.
• Integrate Power BI with data warehouses and cloud platforms.
• Support ad-hoc reporting and analytics requests.

Skills

Power BI

DAX

Power Query

ETL

Tools

Power BI

DAX

Power Query

Job description

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.