We are seeking a highly analytical and detail-oriented Manager MIS with a background in banking, capital markets, or brokerage/investment banking. The ideal candidate will be responsible for managing end-to-end MIS reporting across business verticals, supporting strategic decisions with data-driven insights, and streamlining financial and operational reporting systems.
Key Responsibilities:
MIS & Business Reporting:
- Design and deliver daily/weekly/monthly MIS dashboards covering sales, revenue, cost, P&L, and compliance KPIs
- Track business unit performance for retail banking, corporate banking, treasury, wealth management, and equity/debt markets
- Prepare business intelligence reports for CXOs, investors, and board-level discussions
- Support the annual budgeting and forecasting processes across departments
- Conduct variance analysis (plan vs actual) and performance trends to highlight strategic focus areas
- Collaborate with Finance and Strategy teams to improve business profitability
Data Management & Automation:
- Manage integration of data across multiple sources such as core banking, trading platforms, CRM, ERP (SAP/Oracle), and external APIs
- Drive automation of reports using advanced Excel, SQL, and BI tools like Power BI, Tableau, or QlikView
- Maintain data accuracy, compliance standards, and structured documentation
Stakeholder Collaboration:
- Liaise with senior business heads (Treasury, Equity, Derivatives, Research, IB) to provide customized reports
- Provide insights to help optimize brokerage operations, channel performance, and cost structures
- Ensure alignment with risk, audit, compliance, and regulatory reporting functions
Key Skills & Tools:
- Strong in financial modeling, profitability analysis, and investment metrics
- Expertise in Excel, Power BI, Tableau, SQL (Python/VBA is a plus)
- Knowledge of financial products including loans, equities, bonds, derivatives, PMS, AIFs, MFs
- Familiar with platforms like Bloomberg, NSE/BSE terminals, Murex, or broking back-office systems
Qualifications:
- 8 12 years of experience in banks, brokerages, wealth firms, or investment banking setups
- Experience in managing large-scale reporting for trading desks, fund management, or capital markets
Preferred Background:
- MIS/FP&A roles within a brokerage house, treasury desk, or IB research & operations
- Understanding of SEBI, RBI, and exchange compliance reporting norms
- Exposure to high-growth environments and managing cross-functional data requirements
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