Vice President - Management & Director Office

AnandRathi; Mumbai; On-site; INR 2,600,000 - 4,200,000; Full time

Job summary

AnandRathi seeks a senior professional with 10–12+ years in Business Strategy & Analytics to support data-driven decisions acrossSales, Product, Risk, Broking and Operations.

The role emphasizes developing financial models, MIS dashboards and investment analysis for management and strategic transactions, requiring advanced Excel and BI proficiency.

Qualifications

• Qualified CA with 10–12+ years in Business Strategy & Analytics, Corporate Finance, Investment Banking or Financial Services.
• Experience working with Management & Directors Office and senior leadership on strategic initiatives.
• Strong financial analysis skills with proficiency in KPIs, MIS and strategic planning.
• Hands-on with Power BI/Tableau and advanced Excel for dashboards and reports.

Responsibilities

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

Skills

Financial analysis

KPI tracking

Stakeholder management

Advanced Excel

Python/R basics

Education

CA (Chartered Accountant)

Tools

Power BI

Tableau

Excel

Job description

We are looking for a professional with strong 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.