Job Description

Job Description:

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

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Role & Responsibilities:

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

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Qualified CA with 10 to 12+ years of experience in Business Strategy & Analytics, Corporate Finance, Investment Banking, Broking or Financial Services.
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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.
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Robust expertise in financial analysis, business KPIs, MIS, business analytics and strategic planning , with excellent analytical, communication and stakeholder-management skills.
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Advanced proficiency in Excel/Google Sheets and hands-on experience with Power BI, Tableau or similar BI tools .
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Working knowledge of Python/R and basic statistical analysis for data interpretation and business insights.
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Prior experience in Financial Services/Broking will be preferred.
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📌 Vice President Management & Director's Office Mumbai
🏢 ANAND RATHI SHARE AND STOCK BROKERS
📍 Mumbai