Lead Analyst

Job Description

**Responsibilities We are looking for a candidate with Fact Set experience who will assist in the implementation and later the smooth running of the Fact Set process. This process will be Wipro Credit and Insurance primary performance and risk analytics solution. Initial work will be focused on ensuring the daily data load and output received is accurate and timely. This will involve data validation across asset types and recommending solutions to fix any observed issues. Once we have implemented, the role will be focused on the smooth running of the daily process. I have included below some typical responsibilities of the role.

• Experience with Fact Set’s Portfolio Analysis tool to measure the performance, risk, attribution, and exposures of portfolios.
• Good understanding of risk data and risk workflow processes, including data loading, security modeling, and account and composite set-up.
• Connect with Fact Set portfolio services on missing and erroneous security analytics daily.
• Ensure the smooth running of the Fact Set upload, calculation and extraction process runs to time daily.
• Use Fact Set security modelling application to upload the terms of a security not covered by Fact Set.
• Be able to troubleshoot a failed upload and re-trigger jobs to ensure analytics are delivered daily. This involves understanding of the workflow and the ability to use cornerstone, Fact Set upload engine.
• Monitor dashboards comparing the data accuracy of holding positions across all asset types from the Fact Set output and another internal Wipro source to ensure reliability of data.
• Ability to document and communicate complex technical knowledge effectively.
• Demonstrated ability to work under minimal direction.
• Ability to work collaboratively across divisions. Applications in Fact Set that would be beneficial to understand:** • Security Modelling • Cornerstone • Portfolio reporting batcher • Fixed Income Analytics Batch • Data Central This role would involve close relations with the risk management, data governance and technology solutions teams.

L͏ead Analyst

**Responsibilities We are looking for a candidate with Fact Set experience who will assist in the implementation and later the smooth running of the Fact Set process. This process will be Wipro Credit and Insurance primary performance and risk analytics solution. Initial work will be focused on ensuring the daily data load and output received is accurate and timely. This will involve data validation across asset types and recommending solutions to fix any observed issues. Once we have implemented, the role will be focused on the smooth running of the daily process. I have included below some typical responsibilities of the role.

• Experience with Fact Set’s Portfolio Analysis tool to measure the performance, risk, attribution, and exposures of portfolios.
• Good understanding of risk data and risk workflow processes, including data loading, security modeling, and account and composite set-up.
• Connect with Fact Set portfolio services on missing and erroneous security analytics daily.
• Ensure the smooth running of the Fact Set upload, calculation and extraction process runs to time daily.
• Use Fact Set security modelling application to upload the terms of a security not covered by Fact Set.
• Be able to troubleshoot a failed upload and re-trigger jobs to ensure analytics are delivered daily. This involves understanding of the workflow and the ability to use cornerstone, Fact Set upload engine.
• Monitor dashboards comparing the data accuracy of holding positions across all asset types from the Fact Set output and another internal Wipro source to ensure reliability of data.
• Ability to document and communicate complex technical knowledge effectively.
• Demonstrated ability to work under minimal direction.
• Ability to work collaboratively across divisions. Applications in Fact Set that would be beneficial to understand:** • Security Modelling • Cornerstone • Portfolio reporting batcher • Fixed Income Analytics Batch • Data Central This role would involve close relations with the risk management, data governance and technology solutions teams.

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**Responsibilities We are looking for a candidate with Fact Set experience who will assist in the implementation and later the smooth running of the Fact Set process. This process will be Wipro Credit and Insurance primary performance and risk analytics solution. Initial work will be focused on ensuring the daily data load and output received is accurate and timely. This will involve data validation across asset types and recommending solutions to fix any observed issues. Once we have implemented, the role will be focused on the smooth running of the daily process. I have included below some typical responsibilities of the role.

• Experience with Fact Set’s Portfolio Analysis tool to measure the performance, risk, attribution, and exposures of portfolios.
• Good understanding of risk data and risk workflow processes, including data loading, security modeling, and account and composite set-up.
• Connect with Fact Set portfolio services on missing and erroneous security analytics daily.
• Ensure the smooth running of the Fact Set upload, calculation and extraction process runs to time daily.
• Use Fact Set security modelling application to upload the terms of a security not covered by Fact Set.
• Be able to troubleshoot a failed upload and re-trigger jobs to ensure analytics are delivered daily. This involves understanding of the workflow and the ability to use cornerstone, Fact Set upload engine.
• Monitor dashboards comparing the data accuracy of holding positions across all asset types from the Fact Set output and another internal Wipro source to ensure reliability of data.
• Ability to document and communicate complex technical knowledge effectively.
• Demonstrated ability to work under minimal direction.
• Ability to work collaboratively across divisions. Applications in Fact Set that would be beneficial to understand:** • Security Modelling • Cornerstone • Portfolio reporting batcher • Fixed Income Analytics Batch • Data Central This role would involve close relations with the risk management, data governance and technology solutions teams.

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### **Build capability to ensure operational excellence and maintain superior customer service levels of the existing account/client**

	- Undertake product trainings to stay current with product features, changes and updates

	- Enroll in product specific and any other trainings per client requirements/recommendations

	- Partner with team leaders to brainstorm and identify training themes and learning issues to better serve the client

	- Update job knowledge by participating in self learning opportunities and maintaining personal networks

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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