Assistant Vice President-Investor Services Business Intelligence and MIS Analyst

Location: Pune Maharashtra India

Time Type: Full time

Job Description

We are seeking a highly skilled and motivated individual to join our team in a Development & MIS role. The ideal candidate will be a data-driven professional with a strong background in Business intelligence, Management Reporting, Data analysis, and Dashboard development. This role is responsible for developing and maintaining our data infrastructure, creating insightful reports and visualizations, and leveraging cutting-edge technologies like Generative AI to drive data-informed decision-making within the organization.

A solid understanding of industry trends, particularly within Services/Investor Services, is preferred.

Job Responsibilities include:

• Design and manage the production of periodic Dashboards, ad-hoc management reports and Audit Reports.

• Critically evaluate information gathered from multiple sources (Structure & unstructured), reconcile conflicts and ensure data integrity is maintained throughout the production process.

• Manage the expectations of management and articulate clearly and concisely in answering any queries they may have.

• Understand business issues and data challenges of the organization and industry and suggest areas of improvement.

• Design and manage the production of periodic and ad-hoc management reports.

• Strong analytical and management skills required, including a thorough understanding of how to interpret business needs and translate them into operational requirements

• Background in data warehouse design and data modeling techniques (identifying relationships)

• Ability to work with strict attention to details and be able to meet deadlines.

• Built Partnerships with stakeholders across the Services franchise

• An ability to work with minimal supervision and in a team environment.

• Good verbal, comprehension and written communication skills (English). Should be comfortable interacting with internal and external stakeholders.

• Capable of working in a dynamic, rapidly changing environment while sensitively managing confidential information

• Build AI Agents to implement process improvement and creating efficiencies.

• Design, develop, and deploy generative AI solutions using LLMs (Claude, Gemini, Copilot, etc.)

• Develop prompt engineering strategies and best practices

Required Skills and Qualifications:

Business Intelligence & Visualization: Proven experience with Tableau, Power BI or Qlik Sense.

Programming: Strong proficiency in Python for data manipulation and automation.

Data Management: Solid understanding of database management principles and experience with data modeling.

ETL Skills: Demonstrable experience in designing and implementing ETL processes.

MS Office: Advanced proficiency in MS Office, particularly Excel including VBA

Desired Skills:

• Generative AI: Experience or familiarity with Generative AI concepts and tools.

• Citi Stylus: Knowledge of or experience with Citi Stylus.

• SharePoint: Intermediate knowledge of SharePoint for site management and collaboration.

• Business Experience: Experience in financial services, Investor Services, Custody Services will be preferred.

Education:

• Bachelor’s/University degree or equivalent experience

Experience:

• 8 years plus of relevant experience

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