Company Description Purshottam Investofin Ltd is a India-based company operating in the financial services sector. The organization focuses on delivering investment and financial solutions tailored to a diverse range of clients. As a growing company, it offers opportunities to work with structured data, reporting, and analytics that support decision-making.

Team members can expect a qualified environment that values accuracy, accountability, and clear communication. The company encourages the use of technology and information systems to improve operational efficiency.

Job Summary We are looking for an experienced MIS Executive with 4+ years of experience in preparing, analyzing, and maintaining Management Information System (MIS) reports for the trading business. The ideal candidate should have excellent analytical skills, advanced Excel knowledge,.

Key Responsibilities • Prepare daily, weekly, and monthly MIS reports related to equity trading activities.

- Generate reports on P&L;, portfolio performance, trade summaries, exposure, and risk analysis.
- Monitor trading data and ensure accuracy and completeness of records.
- Develop and automate MIS reports using advanced Microsoft Excel.
- Reconcile trading data with internal records and resolve discrepancies.




- Maintain dashboards for management review and business performance tracking.
- Analyze trading trends and prepare actionable insights for management.
- Coordinate with Traders, Accounts, Compliance, and Management for data collection and reporting.
- Ensure timely submission of all internal and regulatory reports as required.
- Maintain confidentiality of company trading data and financial information.

Required

Skills

- Advanced Microsoft Excel (Pivot Tables, Power Query, XLOOKUP, INDEX-MATCH, Advanced Formulas, Charts, Dashboards)
- Basic knowledge of python
- Strong analytical and numerical skills
- MIS Reporting & Dashboard Development
- Data Validation & Reconciliation
- Report Automation Candidate Profile
- 3+ years of experience in Trading MIS or Capital Market MIS.
- Highly disciplined and process-oriented.
- Able to handle confidential information responsibly.
- Proactive, organized, and capable of managing multiple reports simultaneously.

Key Performance

Indicators (KPIs) • Accuracy of MIS reports.

- Timely delivery of daily, weekly, and monthly reports.
- Data integrity and reconciliation accuracy.
- Quality of dashboards and management reporting.

📌 Management Information System Executive (Delhi)
🏢 Purshottam Investofin
📍 Delhi