Wipro Limited (NYSE: WIT, BSE: 507685, NSE: WIPRO) is a leading technology services and consulting company focused on building innovative solutions that address clients’ most complex digital transformation needs. Leveraging our holistic portfolio of capabilities in consulting, design, engineering, and operations, we help clients realize their boldest ambitions and build future-ready, sustainable businesses. With over 230,000 employees and business partners across 65 countries, we deliver on the promise of helping our customers, colleagues, and communities thrive in an ever-changing world. For additional information, visit us at www.wipro.com.
Job Description
Role Purpose
The purpose of the role is to provide effective technical support to the process and actively resolve client issues directly or through timely escalation to meet process SLAs.
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Key Responsibilities • Independently execute recurring Asset Allocation – Portfolio Analytics deliverables, ensuring outputs are accurate, complete, consistent, and delivered within agreed timelines. • Perform and review portfolio data quality checks, including validation of trade economics, funding activity, portfolio exposures, investment data, ratings, and other key inputs across internal systems. • Maintain portfolio monitoring processes, including deployment tracking, pipeline reporting, funding updates, investment guideline reviews, client conflict-check workflows, seasoning requirements, and issuer/client rating updates. • Prepare and review recurring portfolio management materials, including monthly and quarterly reporting, portfolio snapshots, portfolio reviews, watchlists, KPI reporting, rating dashboards, investment committee materials, and client-ready reporting packs. • Compile and analyze portfolio statistics, performance metrics, ratings distributions, asset allocation data, funding trends, exposure movements, and other portfolio analytics for internal stakeholders and client reporting. • Track pipeline transactions and upcoming funding requirements in the agreed format, circulate materials to Portfolio Managers and clients, and communicate key changes to support capital allocation decisions. • Build and maintain reporting tools, dashboards, workflow trackers, and automation solutions to improve transparency, scalability, control, and operational efficiency across portfolio management processes. • Collaborate with Portfolio Managers, BXTI, Operations, Compliance, Risk and Analytics, and investment teams to identify process gaps, recommend improvements, and support stronger governance across reporting workflows. Key Skillsets & Attributes • 6–8 years of experience in asset management, portfolio analytics, investment operations, financial services, consulting, banking, insurance asset management, or a related field. • Strong analytical and quantitative skills with the ability to manage, reconcile, validate, and interpret large datasets across multiple systems and reporting sources. • Advanced Excel and PowerPoint skills, including the ability to build structured analysis, prepare polished client-ready materials, and translate complex portfolio information into clear insights. • Experience with reporting, data visualization, or business intelligence tools such as Power BI, Tableau, Sigma, SQL, or Python is preferred.
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Mandatory Skills: Financial Planning & Analysis.
Experience: 5-8 Years.
Reinvent your world. We are building a modern Wipro. We are an end-to-end digital transformation partner with the boldest ambitions. To realize them, we need people inspired by reinvention. Of yourself, your career, and your skills. We want to see the constant evolution of our business and our industry. It has always been in our DNA - as the world around us changes, so do we. Join a business powered by purpose and a place that empowers you to design your own reinvention.
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