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Newtap Finance

Posted 29 Oct 2026

Portfolio Monitoring Lead

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Employment
Full time
Team
Data Science & Analytics
Posted
29 Oct 2026

About the role

Responsibilities:

  • Own, build, and maintain portfolio dashboards, MIS, and data products using SQL and BI tools such as Tableau or Power BI.
  • Write clean, performant SQL to extract, transform, and analyze large portfolio datasets.
  • Ensure that the data is structured in the data lake and reporting layer so dashboards remain reliable, scalable, and easy to maintain.
  • Work with Finance, Operations, Treasury, Risk, Compliance, and Product teams to understand their requirements and provide the right data and dashboard solutions.
  • Identify and help resolve data-quality issues in collaboration with data/technology teams.
  • Define key metrics for dashboards, which should be tracked by business teams
  • Prioritize which dashboards should be built or improved next, based on business impact.
  • Apply a truth-seeking approach to analyze data trends, identify deviations, and understand the underlying drivers of changes.


Requirements:

  • You are strong technically in SQL and BI and also understand the business behind the numbers.
  • You take ownership of the dashboards and data you build and ensure that the underlying data is right.
  • You have worked with multiple business teams to understand their data requirements and provided scalable solutions.
  • You can investigate why numbers do not tie out and follow the issue to its source.


Must-Haves:

  • 3-7 years of hands-on experience in BI, data products, dashboard building, and data analysis, with the ability to build dashboards end-to-end.
  • Prior experience in BFSI, fintech, NBFC, banks, or any lending financial services.
  • Advanced SQL and strong understanding of databases, data transformation, and data quality.
  • Strong business understanding of lending terminologies and portfolio metrics such as approval rates, delinquency, vintage, and portfolio quality.
  • Ability to think about how data should be structured in a data lake and reporting layer to support good BI.
  • Strong analytical, problem-solving, communication, and stakeholder management skills.


Should-Haves (Good-to-Have):

  • Credit bureau data/reporting experience, including preparation, validation, reconciliation, and submission.
  • Python or another programming language for automation, data-quality checks, and workflow improvement.
  • Experience delivering reporting or BI projects in a high-growth fintech, NBFC, or technology organization.
  • Experience leveraging AI to develop and enhance data solutions.

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