Vice President - Management & Director’s Office

Anand Rathi Share and Stock Brokers Ltd; Mumbai; On-site; INR 2,500,000 - 4,000,000; Full time

Job summary

Anand Rathi Share and Stock Brokers Ltd in Mumbai seeks a seasoned professional with strong experience in Business Strategies & Analytics to support data-driven decisions across Sales, Product, Risk, Broking and Operations.

You will drive analytics for the Management & Directors Office, develop financial models, MIS, dashboards and reports, and translate data into strategic actions with cross-functional teams.

Qualifications

• CA with 10–12+ years in business strategy & analytics.
• Strong expertise in financial analysis, KPIs, MIS and strategic planning.
• Proficiency in Excel/Google Sheets and BI tools such as Power BI/Tableau.

Responsibilities

• Develop financial models, MIS, dashboards and reports to support strategic and investment decisions.
• Analyze investment portfolios and family office assets for allocation, performance, risk and opportunities.
• Track business funnels, client activity and product performance to identify growth and retention opportunities.
• Evaluate campaigns, pricing, products and investment initiatives through ROI and profitability analysis.
• Collaborate with Sales, Broking, Product, Finance, Risk, Operations and Technology to translate data into insights.
• Provide analytical and financial support for corporate finance and regulatory reporting.

Skills

Business Strategy

Analytics

Financial Analysis

KPI Tracking

Stakeholder Management

Excel/Sheets

Education

CA (Chartered Accountant)

Tools

Power BI

Tableau

Python/R

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.