Job Description:

We are looking for a professional with robust experience in Business Strategies & Analytics to support data-driven business decisions across Sales, Product, Risk, Broking and Operations

Role & Responsibilities:

Drive business, financial and investment analytics for the Management & Directors Office, covering business performance, profitability, AUM, revenue and key KPIs.
Develop financial models, MIS, dashboards and management reports to support strategic and investment decisions.
Analyze investment portfolios and family office assets , providing insights on asset allocation, performance, risk, liquidity and investment opportunities.
Track business funnels, client activity and product performance to identify growth, cross-sell, retention and wealth creation opportunities .
Evaluate campaigns, pricing, products and investment initiatives through ROI, profitability and impact analysis.
Work closely with Sales, Broking, Product, Finance, Risk, Operations and Technology teams to translate data into actionable business insights.
Provide analytical and financial support for corporate finance,



structured/project finance and strategic transactions , along with management and regulatory reporting.

Preferred Candidate Profile:

Qualified CA with 10 to 12+ years of experience in Business Strategy & Analytics, Corporate Finance, Investment Banking, Broking or Financial Services.
The role will be part of the Management & Directors Office , working closely with senior leadership on strategic initiatives, business performance and data-driven decision-making.
Strong expertise in financial analysis, business KPIs, MIS, business analytics and strategic planning , with excellent analytical, communication and stakeholder-management skills.
Advanced proficiency in Excel/Google Sheets and hands-on experience with Power BI, Tableau or similar BI tools .
Working knowledge of Python/R and basic statistical analysis for data interpretation and business insights.
Prior experience in Financial Services/Broking will be preferred.

📌 Vice President - Management & Director’s Office (Mumbai)
🏢 Anand Rathi Share and Stock Brokers
📍 Mumbai