Investment Bank Portfolio Reports
Impact108 reports automated
Reports Automated108
Time Reduction3d → 2h
Data Accuracy99.9%
Overview
Designed and implemented a comprehensive data warehousing solution for an investment bank to automate the generation of portfolio reports across 108 companies. The project involved complex data modeling, ETL pipeline development, and visualization layer integration.
The Challenge
The bank was manually generating reports from multiple data sources, leading to inconsistencies, delays, and high operational costs.
The Solution
Built a Snowflake-based data warehouse with SCD-2 (Slowly Changing Dimensions Type 2) methodology to track historical changes, automated ETL pipelines, and integrated Tableau dashboards for self-service reporting.
Key Results
Automated all 108 portfolio reports
Report generation time reduced from 3 days to 2 hours
99.9% data accuracy achieved
Tech Stack
SnowflakedbtTableauPythonAirflowSQLAWS S3