Liquid Credit Analytics Specialist – SQL | Power BI

Liquid Credit Analytics Specialist – SQL | Power BI

Job Summary

Synechron is seeking a Liquid Credit Analytics Specialist with expertise in fixed income analytics, SQL, Power BI, and portfolio reporting. The role will support investment teams through accurate dashboards, performance analysis, automation, and reporting solutions.

Software Requirements

Required

• Advanced SQL
• Power BI dashboard and report development
• Fixed income and portfolio analytics platforms
• Microsoft Excel
• Data validation, reconciliation, and reporting workflows

Preferred

• Python for automation and data analysis
• Cloud data platforms and large-scale data workflows
• Version control and Agile delivery tools

Overall Responsibilities

• Develop portfolio summaries, factsheets, dashboards, and investor reports.
• Analyze yields, spreads, duration, returns, and portfolio risk metrics.
• Perform fixed income and Brinson performance attribution.
• Build scalable SQL and Power BI reporting solutions.
• Automate recurring reports and data validation processes.
• Collaborate with investment, technology, data, and operations teams.
• Improve reporting accuracy, efficiency, and transparency.

Technical Skills

• Programming: Advanced SQL; Python is preferred.
• Data: Relational databases, data modeling, reconciliation, and data quality controls.
• Analytics: Fixed income attribution, portfolio risk, yields, spreads, duration, and performance metrics.
• Reporting: Power BI dashboards, calculated measures, data models, portfolio summaries, and factsheets.
• Cloud: Understanding of cloud data architecture and large-scale workflows.
• Security: Secure handling of investment data, access controls, and audit requirements.

Experience Requirements

• 5+ years of experience in fixed income, credit analytics, portfolio analytics, or performance reporting.
• Experience in an asset manager, investment bank, or financial institution.
• Knowledge of investment-grade bonds, high-yield bonds, leveraged loans, and leveraged credit markets.
• Experience with fixed income attribution and portfolio risk models.
• Advanced SQL and hands-on Power BI experience are required.
• Python, cloud data, and investor reporting experience are preferred.
• Equivalent practical experience in financial analytics and reporting may be considered.

Day-to-Day Activities

• Develop and maintain SQL queries, Power BI dashboards, and reporting datasets.
• Validate holdings, pricing, performance, benchmark, and risk data.
• Prepare portfolio reports, factsheets, and investor deliverables.
• Investigate data issues and coordinate resolution.
• Automate reporting and reconciliation processes.
• Participate in project meetings, requirements discussions, reviews, and demonstrations.
• Document data sources, calculations, controls, and processes.

Qualifications

• Bachelor’s degree in Finance, Economics, Mathematics, Statistics, Computer Science, or a related field.
• Advanced degree or MBA is preferred.
• CFA, FRM, or CIPM certification is preferred.
• Relevant experience may be considered in place of advanced qualifications.
• Commitment to continuous learning in credit markets, analytics, reporting, and technology.

Professional Competencies

• Strong analytical, problem-solving, and data interpretation skills.
• Clear communication with investment and technology stakeholders.
• Effective collaboration and project coordination.
• Ability to manage deadlines and multiple reporting requirements.
• Adaptability to changing data, reporting, and business needs.
• Focus on accuracy, automation, process improvement, and maintainable solutions.

S​YNECHRON’S DIVERSITY & INCLUSION STATEMENT

Diversity & Inclusion are fundamental to our culture, and Synechron is proud to be an equal opportunity workplace and is an affirmative action employer. Our Diversity, Equity, and Inclusion (DEI) initiative ‘Same Difference’ is committed to fostering an inclusive culture – promoting equality, diversity and an environment that is respectful to all. We strongly believe that a diverse workforce helps build stronger, successful businesses as a global company. We encourage applicants from across diverse backgrounds, race, ethnicities, religion, age, marital status, gender, sexual orientations, or disabilities to apply. We empower our global workforce by offering flexible workplace arrangements, mentoring, internal mobility, learning and development programs, and more.

All employment decisions at Synechron are based on business needs, job requirements and individual qualifications, without regard to the applicant’s gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law.

Candidate Application Notice

Experience Level

Mid Level