Job DescriptionJob Description:
NWe are looking for a qualified with robust experience in Business Strategies & Analytics to support data-driven business decisions across Sales, Product, Risk, Broking and Operations
NRole & 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. N
Develop financial models, MIS, dashboards and management reports to support strategic and investment decisions. N
Analyze investment portfolios and family office assets, providing insights on asset allocation, performance, risk, liquidity and investment opportunities. N
Track business funnels,client activity and product performance to identify growth, cross-sell, retention and wealth creation opportunities. N
Evaluate campaigns, pricing, products and investment initiatives through ROI, profitability and impact analysis. N
Work closely with Sales, Broking, Product, Finance, Risk,



Operations and Technology teams to translate data into actionable business insights. N
Provide analytical and financial support for corporate finance, structured/project finance and strategic transactions, along with management and regulatory reporting. N

nPreferred Candidate Profile:
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Qualified CA with10 to 12+ years of experience in Business Strategy & Analytics, Corporate Finance, Investment Banking, Broking or Financial Services. N
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. N
Solid expertise in financial analysis, business KPIs, MIS, business analytics and strategic planning, with excellent analytical, communication and stakeholder-management skills. N
Advanced proficiency inExcel/Google Sheets and hands-on experience with Power BI, Tableau or similar BI tools. N
Working knowledge of Python/R a

📌 Vice President Alibag (India)
🏢 ANAND RATHI SHARE AND STOCK BROKERS
📍 India