Consultant - Consulting Risk - Portfolio Analytics & Reporting - FS - Mumbai

As a global leader in assurance, tax, transaction and advisory services, we hire and develop the most passionate people in their field to help build a better working world. This starts with a culture that believes in giving you the training, opportunities and creative freedom. At EY, we don't just focus on who you are now, but who you can become. We believe that it’s your career and ‘It’s yours to build’ which means potential here is limitless and we'll provide you with motivating and fulfilling experiences throughout your career to help you on the path to becoming your best professional self. 

The opportunity : Consultant - Consulting Risk - Portfolio Analytics & Reporting - FS - Mumbai

Financial Services Risk - helps clients in the financial sector to identify, manage and monitor the risks in their business. It is done through a transformative and agile approach including process and procedures, risk, data modeling and analytics, reporting to stakeholders and third parties, business requirements (for software selection and IT implementation), analysis of assets and liabilities, and capital and liquidity management.

Your key responsibilities

Technical Excellence

This Associate will join Portfolio Analytics team to support the wider organisation in injecting analytics into all aspects of the investment lifecycle. Portfolio Analytics group is responsible for providing insightful portfolio exposure, performance, and risk data covering our entire family of funds, strategies, and products across Private Equity, Real Assets and Private Credit.

Portfolio Analytics works with technologists and business users across the firm to build both tactical analyses and strategic solutions to better equip our investors with analytics and deliver the power of data platform. This role will require you to work cross-functionally across our Portfolio Analytics, Data Integrity, Core Portfolio Management, Change and Technology teams.  

 Analytics Delivery Across Various Stakeholders

• Conduct recurring or ad hoc analyses such as production of quarterly performance track records, attribution analyses, cashflow forecasting, respond to ad hoc analytical requests from internal teams, and indirectly to client/consultant queries in collaboration with Investor Relations and Product Strategy teams.
• Convert analytical outputs into clear, structured narratives for senior stakeholders, such as Investment, Risk, and Portfolio Management teams.
• Own and deliver recurring analytics (e.g., performance, exposures, attribution) across a variety of asset classes and strategies, including Private Equity, Infrastructure, and Private Credit, and work closely with partner groups to interpret and dissect these analytics within the context of the investment lifecycle.
• Provide information necessary to complete RFP/RFIs that have been requested from external consultants and prospective clients.

Data Modelling & Analytical Problem Solving

• Translate complex, multi-source financial datasets into scalable, well-structured analytical models.
• Analyse large datasets across funds, deals, and portfolio companies to identify trends, risks, and performance drivers.
• Build reusable datasets and data models that power downstream analytics and reporting.
• Experiment with new tools (including Generative AI) to enhance analytical capabilities and efficiency.

Data Quality & Governance

• Design and implement improvements to the quality and timeliness of underling data feed and analytics deliveries.
• Document data models, business logic, and assumptions, thus maintaining institutional knowledge and consistency.
• Identify and resolve data quality issues and upstream risks proactively
• Ensure integrity and consistency across multiple data sources

Skills and attributes

To qualify for the role you must have

Qualification

• 4+ years of experience in analytics, data, or quantitative roles within financial services.
• Exposure to asset management, private markets, or capital markets
• Experience to utilize GenAI/LLM & technology in the space of portfolio analytics
• Strong analytical thinking, problem-solving ability, and attention to detail.
• Experience in data modelling for analytics or reporting use cases.
• Ability to work in a fast-paced environment and manage multiple priorities.
• Knowledge of data governance, controls, and metadata management.
• Exposure to private markets datasets or fund analytics.
• Experience working with Databricks, Snowflake, or similar cloud data platforms.
• Experience with building light tools and applications using SQL, Python (eg. Streamlit)
• Prior experience mentoring or leading small teams.

What we look for

People with the ability to work in a collaborative manner to provide services across multiple client departments while following the commercial and legal requirements. You will need a practical approach to solving issues and complex problems with the ability to deliver insightful and practical solutions. We look for people who are agile, curious, mindful and able to sustain postivie energy, while being adaptable and creative in their approach. 

What we offer

EY is equally committed to being an inclusive employer and we strive to achieve the right balance for our people - enabling us to deliver excellent client service whilst allowing our people to build their career as well as focus on their wellbeing.

If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible.

Join us in building a better working world. Apply now.