Role Purpose
Understand the requirement of the team and develop dashboards through Sigma
/ Tableau / Anaplan to help improve the flow of data in the process and save time
· Help the team by creating templates from scratch by using advance excel formulas and Macros wherever required, and also help with revamping of the existing valuation files as and when required.
· Closely coordinate, interact and present the dashboards data to clients on regular basis
· Identify opportunities for process efficiency improvements
· Drive UAT activities: Test, document, and support tasks
· Plan, execute, and validate data migration
· Reconcile and govern migrated data and reports
· Functional super user role on a day‐to‐day basis
· Assist with valuation and fund performance automation projects to enhance the FP&A activities and its global reporting
· Assist with the production of valuation materials across regional teams in accordance with BEPIF’s monthly valuation process.
Essential Skills & Experience:
· Master’s degree – Major in Finance and Bachelor’s in Technology for a reputed university
· Exceptional quantitative aptitude and skill set with a mastery of Microsoft Office applications
· Ability to manage multiple priorities in a fast paced, fluid environment
· Previous background within a valuation reporting role a plus
· Knowledge of VBA (macros) and Tableau a plus
· Rigorous analytical mindset with a high level of intellectual curiosity and excellent problem-solving skills
· Acute focus on attention to detail, accuracy, and data validation
· Effective communication (listening, verbal, and written) and presentation skills
· Excellent interpersonal and teamwork skills
· Sound judgment and discretion
· Strong initiative, energy and confidence completing assignments with limited supervision.
Stakeholder Interaction
| Stakeholder Type | Stakeholder Identification | Purpose of Interaction |
| Internal | Team Leaders | Performance review |
| HR | Hiring and employee engagement and retention | |
| Training Team | Capability development | |
| Technical Lead | Training, issue escalation/ resolution | |
| External | Client | Query Resolution |
Display
Lists the competencies required to perform this role effectively:
- Functional Competencies/ Skill
- Process Knowledge - Knowledge of assigned process, tools and systems - Foundation to Competent
| Competency Levels | |
| Foundation | Knowledgeable about the competency requirements. Demonstrates (in parts) frequently with minimal support and guidance. |
| Competent | Consistently demonstrates the full range of the competency without guidance. Extends the competency to difficult and unknown situations as well. |
| Expert | Applies the competency in all situations and is serves as a guide to others as well. |
| Master | Coaches others and builds organizational capability in the competency area. Serves as a key resource for that competency and is recognized within the entire organization. |
- Behavioral Competencies
- Collaborative working
- Problem solving and decision making
- Attention to Detail
- Execution Excellence
- Client (Internal) Centricity
- Effective Communication
Deliver
| No. | Performance Parameter | Measure |
| 1. | Process | No. of cases resolved per day, compliance to process and quality standards, meeting process level SLAs, Pulse score, Customer feedback |
| 2. | Self- Management | Productivity, efficiency, absenteeism, Training Hours, No of technical training completed |
Data Analysis, Advance Excel, Power BI Dashboard, SQL