Company Overview :

Vichara Technology (India) Private Limited is a specialized financial technology firm that provides software engineering and consulting services to the global financial services industry. The company focuses on building high-performance platforms for asset management, mortgage banking, and credit risk analysis. With a strong emphasis on engineering excellence and domain expertise, Vichara enables large financial institutions to modernize their infrastructure and optimize complex data workflows. Operating at the intersection of finance and technology, the firm maintains a culture of technical rigor and collaborative problem-solving.

Role Overview :

The Associate - Risk & Reporting will serve as a critical link between complex data sets and actionable business intelligence. In this role, you will be responsible for designing and maintaining robust reporting frameworks that support risk assessment and operational decision-making.

You will work closely with cross-functional teams, including data engineers and financial analysts, to translate business requirements into technical solutions.

Your work will directly influence how stakeholders monitor risk exposure and track performance metrics, ensuring accuracy and efficiency across the firm's reporting ecosystem.

Key Responsibilities :

Performance & Reporting :

- Own assigned strategy- and investment-level track records, including IRR, MOIC, TVPI, DPI, and RVPI, across recurring and ad hoc cycles.

- Review investment-level performance drivers and tie deployments, valuation changes, exits, distributions, exposure movements, and return drivers to approved source reports.

- Own strategy, portfolio, investment-performance, exposure, attribution, client-template, and meeting-pack workflows across R&R-supported strategies.

- Prepare and review portfolio analytics covering loss, default, recovery, watchlist, leverage, yield, sector, geography, currency, fair value, and benchmark / PME analysis.

Technology & Automation :

- Use Excel, SQL, Python, and Power BI to convert large datasets and manual reports into reusable extracts, checks, dashboards, and paginated-report workflows.

- Build and test reporting assets across systems, governed datasets, Microsoft Fabric, semantic models, Power Query / M, DAX, and secure data-access patterns.

- Document, test, and version-control recurring outputs, using approved GenAI tools to improve analysis, documentation, and quality.

Partnership & Ownership :

- Partner across investment, client, finance, valuation, data, technology, legal, and compliance teams while coaching analysts on recurring deliverables, data checks, and reporting standards.

Required Skillset :

- 5+ years in asset management, investment banking, fund administration, or financial services, with exposure to private credit, private equity, investment reporting, or portfolio analytics.

- Strong knowledge of alternative-investment performance metrics, portfolio exposure attributes, and recurring investor-reporting workflows.

- Familiarity with return and performance concepts such as TWR, MWR, IRR, MOIC, TVPI, DPI and RVPI, plus exposure, attribution, benchmark, and investor-reporting outputs.

- Strong Excel skills, including formulas, pivot tables, lookups, Power Query, and data validation, plus SQL and/or Power BI experience.

- Strong written and verbal communication skills, with the ability to own workstreams, work cross-functionally, and turn complex data into clear analysis.

Preferred :

- Python for data analysis / automation, prompt engineering with approved GenAI tools, and familiarity with Azure or Microsoft Fabric, semantic models, and deployment pipelines.

- Working knowledge of alternative-investment accounting concepts, investor-platform or eFront-style workflows, side letters, ILPA reporting standards, and Jira / Confluence.

How You Work :

- High initiative, strong work ethic, and independent ownership across assigned workstreams.

- Curious, rigorous, organized, and team-oriented, with a builder's mindset focused on automation, quality, coaching, and continuous improvement.