Job Description Financial Analyst (AI u0026 Automation)PositionnnnFinancial Analyst AI u0026 AutomationnnnRole SummarynWe are looking for a Financial Analyst with good knowledge of investment products, mutual funds, and capital markets who is passionate about leveraging AI and automation to improve business processes. The ideal candidate will help transform manual, Excel-based workflows into efficient, automated solutions while supporting data analysis and reporting for the financial services business.nKey Responsibilitiesn Analyze and manage data related to mutual funds, investment products, and capital markets.n Automate recurring Excel-based reports and operational processes using AI and automation tools.nnn Design and implement efficient workflows using tools such as Power Query, Power Automate, Python, or similar technologies.nnn Develop dashboards, MIS reports, and data visualizations for business insights.nnn Identify opportunities to improve productivity through automation and process optimization.nnn Collaborate with business/Sales teams to understand requirements and deliver scalable solutions.nnn Ensure data accuracy, quality, and compliance with internal standards.nnnRequired Skillsn Strong understanding of mutual funds,



investment products, and capital markets.n Advanced Microsoft Excel skills, including Power Query, Pivot Tables, advanced formulas, and data analysis.nnn Hands-on experience with AI tools such as ChatGPT, Microsoft Copilot, Claude, or similar.nnn Experience with automation tools (Power Automate, Zapier, Make, etc.).nnn Working knowledge of Python (Pandas/OpenPyXL) and SQL is preferred.nnn Experience with Power BI or Tableau is an added advantage.nnnQualificationsn MBA / Masters in either Finance, Commerce, Business Analytics or a related field.n Minimum 3 years of relevant experience in financial services, wealth management, asset management, or fintech.nnnDesired Attributesn Solid analytical and problem-solving skills.n Passion for automation and continuous process improvement.nnn Ability to manage large datasets and deliver accurate insights.nnn Good communication and stakeholder management skills.nnn Self-driven, innovative, and eager to adopt emerging AI technologies.nnnCompensation: 12,000.00 - 30,000.00 per monthnnnBenefitsnnHealth insurancenPaid sick timenProvident FundnnWork Location: In person .

📌 Financial Analyst (AI u0026 Automation) (Mumbai)
🏢 Street Neon India
📍 Mumbai